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Marvin Smith
Address: Center Street
San Francisco,
California 94000 Phone number: 650-671-1567
E Mail ID:marvin.smith@example.com
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:
- 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
- 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
REFERENCES:
- Name: Robert Miller
Post: Chief Executive Officer
Organization: Loyalty Investment, San Francisco
Phone No: - (105) 265-1234
Robert.miller@example.com
- Name: Barbara Green
Post: Senior Investment Administrative Assistant
Organization: Loyalty Investment, San Francisco
Phone No: - (105) 265-4567
Barbara.green@example.com
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