Financial Solutions Advisor Resume

SUMMARY:

To obtain a position where I can effectively utilize my experience and knowledge while improving my skills and keeping an open mind to learning new skills and techniques.

SKILLS/ANALYTICAL EXPOSURE:

Can speak, read, and write both English and Spanish. Detail oriented, organized, strong analytical abilities and problem solving skills, fast learner and enjoy working with others as a team or individually.
4+ years of financial analysis experience including quantitative and qualitative analysis and fundamental and technical analysis of financial markets such as interest rates, equity, bond, forex, commodity and futures markets.
Literate in Windows, Mac, and Linux based computers. 15+ years of experience in Microsoft Office products including Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook and Microsoft Access.

EXPERIENCE:

Confidential

Financial Solutions Advisor

Responsibilities:

Perform analysis of financial markets, financial instruments, financial products and stay up to date with world news
Assist in preparing financial reports to present in weekly meetings covering interest rates, equity, bond, forex, commodity and futures markets
Assist clients in completing financial reviews and recommending investments and products to properly allocate and rebalance their portfolios and overall finances
Assist clients with placing trades in their accounts
Maintain accurate records of all customer interactions, analysis performed and recommendations given
Stay up to date with company policies and procedures to assure accurate processing of data and adherence with compliance

Confidential

Sr. CS Ops Spec

Responsibilities:

Manage a training team who’s main function is to train and prepare new associates for their new roles
Assist with training new associates, help them complete the on boarding process and ensure they meet compliance requirements
Prepare and test workstations by assuring that proper hardware and software has been installed and access to the correct networks has been granted for new associates
Assist with taking escalation calls and answering questions from internal associates and clients and make sure that our team is providing customers with accurate information and professional customer service
Stay up to date with company policies and procedures and prepare reports to present to fellow associates during scheduled training

Confidential

Office Manager/Director

Responsibilities:

Oversee daily office operations such as inventory while managing a staff of 9 employees
Pay bills, manage company cash flow, prepare company financial statements, oversee inventory and purchase office supplies
Educate and train fellow co - workers on how to operate office equipment and computer based applications
Demonstrate strong and professional communication skills by quickly identifying and troubleshoot problems and implement practical solutions
Manage a computer based English class with 15 students on a daily basis answering questions and providing feedback on their progress

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