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Online Resumes with "Financial Planner Assistant"
Sales Assistant/Client Service Associate/Agent Services Representative
To obtain a challeging positionas A Client Service Associate/Sales Assistant/ Financial Planner Assistant/Agent Service Representative utilizing my 27 years experience in the financial industry.
Your Go-To Person for Everything Administrative
A perfectionist at heart, doing whatever it takes to get it right. Independent, self-motivated, resourceful, excellent oral and written communications skills. Team player.
Ideal Companies: HP, People Soft, Apple
Tags for this Online Resume: Office Manager, Adminstrative Assistant, Personnel Services, Payroll, Bookkeeping
Financial Analyst - 0 Years of Experience
Innate problem-solver, exceptional leadership, intellectually curious, perseverant, public speaker and proactive. * Proficiency in Microsoft Excel with knowledge in financial modelling, pivot tables, macros and regression analysis. * Experience with Morningstar, E-money, Salesforce, LPL Client Works, Power Point, Tableau and IBM Watson. * Excellent oral and written communication skills in Spanish and English. DELF certific...
Tags for this Online Resume: Management, Mutual Funds, Analytical Skills, Balance, Balance Sheet, Communication Skills, English Language, Financial, French Language, IBM
Education Teacher - 9 Years of Experience - Near 91024
Tags for this Online Resume: Insurance, Estate planning, Financial, Planning, Securities, Communication Skills, Life Insurance, Marketing Management, Mutual Funds, Research
