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Financial Administration Resume
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| Desired Industry: Finance/Investment |
SpiderID: 26264 |
| Desired Job Location: Charleston, South Carolina |
Date Posted: 4/22/2009 |
| Type of Position: Full-Time Permanent |
Availability Date: May 4, 2009 |
| Desired Wage: $36,000 |
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U.S. Work Authorization: Yes |
| Job Level: Experienced with over 2 years experience |
Willing to Travel: Yes, Less Than 25% |
| Highest Degree Attained: Bachelors |
Willing to Relocate: No |
Objective:
My goal is to provide exceptional administrative support and excellent customer service in all areas of finance.
Experience:
Levy Financial Group
Mt. Pleasant, SC
3/14/2005 – 4/04/2008
•Served as coordinator for weekly team meetings to promote team goal setting
•Provided support for insurance, annuity, and investment portfolios
•Prepared annual review analysis for individuals as well as retirement plans
•Database management
•Marketing and business development
Jackson Financial
Mt. Pleasant, SC 3/30/1992 – 01/10/2005
•Customer support for high net worth individuals
•Trained office support staff
•Prepared Excel spreadsheets and charts
•Assisted in preparation of monthly financial newsletter and lecture materials
•Planned and coordinated annual seminar for 100+ attendees
•Prepared seminar manual
•Database design and management
•Experienced in Microsoft Office including Word, Excel, Outlook, and PowerPoint
Cooper River Federal Savings Bank
North Charleston, SC
1990 – 1992
•Processed phone applications
•Performed credit investigations
•Maintenance of consumer loan registers
•Report Preparation
Education:
University of South Carolina
Columbia, SC
College of Business Administration
BS in Finance
First Baptist Church School
Charleston, SC
Skills:
Skills include organizational, time management, multi tasking, analytical, interpersonal, learning and teaching new computer software to office staff, meeting tight deadlines, and providing support to diverse levels of clientele
Candidate Contact Information:
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