Administrative Assistant Resume

Investment Administrative Assistant Resume

Sample Investment Administrative Assistant Resume

Marvin Smith
Address: Center Street
San Francisco,
California 94000 Phone number: 650-671-1567
E Mail

Career Objective: To make a good career as an investment administrative assistant professional by utilizing the administrative skills adopted from my previous work experience.

Key Skills:

  • Great knowledge about different for investment products and services
  • Excellent ability of advising about investments
  • In depth knowledge about sales and closing process
  • Profound ability to create and maintain relationships with clients
  • Keen about providing them financial information
  • Exceptional verbal and written communication skills
  • Excellent analytical skills
  • Brilliant database management skills

Educational Qualification:

  • Perused an Advanced Diploma in Investment Management from Kelly's Institute of Business
  • Accounting, California state University in the year 2007 with higher second class scoring 57%
  • Completed 6 months diploma in Book Keeping and Accounting from Vinci's Institute of
  • Accountancy, San Francisco in the year 2006
  • Accomplished a Bachelor's Degree in Bachelor of Commerce In Investment Banking from California state University in the year 2005 with first class scoring 62% and A grade in final year project

Computer Skills:

  • Excellent computer operating skills
  • In depth knowledge of ORACLE which helps in database handling
  • Can operate on different Computer Operating Systems such as Macintosh, Mac OS, Microsoft Windows, LINUX etc.
  • Proficient with Microsoft Office package i.e. products as MS Word, MS PowerPoint, MS Excel, MS Outlook, MS Access, etc.

Professional Experience:

  1. Post: Investment Administrative Assistant
    Organization: Loyalty Investment, San Francisco
    Duration: August 2008 - till date
    Roles and Responsibilities:
    • To act as a primary investment advisor and coordinator with other advisors
    • To convey information to clients about management of total wealth
    • Determining of opportunities to develop client relationship
    • Identification, handling and maintenance of key clients
    • To achieve complete information about client's investment objectives and goals and based on that to prepare a diversified investment plan using recommended products.
    • To build investment policy statements
    • Generation of constructional working relationship with Trust Advisors, Private Bankers,
    • Portfolio managers, and Financial Planners for developing client relationship with the firm
  2. Post: Junior Investment Administrative Assistant
    Organization: Groover Finance, San Francisco
    Duration: March 2007 - July 2008
    Roles and Responsibilities:
    • To provide investment advice to prospective and affiliate bank clients
    • Aggressive involvement in the activity of new business development in accordance with given field
    • To set up and continue bank relationships within the assigned territory
    • To develop superior sales and relationship management skills within other employees
    • Scheduling, arranging and attending training sessions and bank meetings
    • Maintaining of office register
    • To perform other administrative duties like mailing, receiving calls etc. as required

Personal Profile:
Name: Marvin Smith
Sex: Male
Marital Status: Married
Blood Group: O +ve
Date of Birth: 25-09-1985
Birthplace: San Francisco, U.S.A.
Home Town: San Francisco
Nationality: American
Hobbies: football, rock climbing
Areas of Interest: Administration
Preferred Place of Work: San Francisco


  1. Name: Robert Miller
    Post: Chief Executive Officer
    Organization: Loyalty Investment, San Francisco
    Phone No: - (105) 265-1234
  2. Name: Barbara Green
    Post: Senior Investment Administrative Assistant
    Organization: Loyalty Investment, San Francisco
    Phone No: - (105) 265-4567

             Find an investment administrative assistant resume here will surely help you preparing your own resume when you are applying for the post. We hope that the resume will fetch you a desired job.

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