Financial Services Assistant Resume Samples

A Financial Services Assistant is responsible for the daily tasks in a financial department. A well-drafted Financial Services Assistant Resume mentions the following duties and responsibilities – entering data into the systems, preparing balance sheet, updating financial records, processing invoices, preparing cost analysis reports for other departments; updating financial spreadsheets with daily transactions, preparing balance sheets, tracking and reconciling bank statements, creating cost analysis reports, processing tax payments, supporting monthly payroll and keeping organized records, processing invoices and following up with clients, and suppliers; and providing administrative support during budget preparation.

The most sought-after skills include the following – good knowledge of accounting and bookkeeping procedures, advanced MS Excel skills, familiarity with accounting software, attention to detail, the ability to spot numerical errors; and time-management skills. Employers seek applicants having a degree in finance or accounting.

Financial Services Assistant Resume example

Financial Services Assistant Resume

Headline : As a Financial Services Assistant, responsible for Conducting systems trainings within the region at various financial centers to ensure that all were aware of any updates; by providing continuous training, this resulted in the decrease of reporting errors.

Skills : Proficient In Microsoft Office, Planning Skills.

Description :

    1. Provided support tothe HR Manager,HR Coordinator and the HR Trainer.
    2. Responsible for the coordination and execution of the anual enrollment process for all of Akzo Nobel sites.
    3. Updated employment history,benefit changes,promotions,and pay increases within the HR computer system.
    4. Maintained file system for all employee files.
    5. Answered employee inquiries regarding benefits, reimbursements, salary increases, etc.
    6. Posted positions available within the company and conduct exit interviews.
    7. Provided employment verification.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
High School Diploma


Financial Services Assistant Resume

Summary : Highly experienced Financial Services Assistant professional seeking a permanent position that utilizes my clerical, secretarial and accounting skills.

Skills : Administration, Accounting.

Description :

    1. Completed payroll on a bi-weekly basis for 100+ employees.
    2. Kept daily records of employee time and make daily corrections as needed to ensure accuracy.
    3. Kept record and manage files for all employees.
    4. Employeed Benefits- Maintain all employee benefit election forms.
    5. Assisted with any questions or concerns they may have about their benefit options.
    6. Met with all newly hired employees to go over benefits, payroll and general HR rules for the facility.
    7. Made sure that all accounts are up to date by making timely deposits and withdrawals to the account.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
MS


Financial Services Assistant Resume

Headline : Outstanding Financial Services Assistant Professional offering expert data entry and information processing administration. Performance-driven administrator skilled in the effective management of top initiatives and critical projects. Dedicated leader with a personable approach and client focus. Recognized for improving operational systems, performance, and processes.

Skills : Financial Analysis, Microsoft Office.

Description :

    1. Oversaw customer service, Business Office / Bookstore security, inventory control, employee training, cash management, charge verification, discrepancy research, and processing of invoices.
    2. Managed the store in the absence of senior leadership.
    3. Performed bookkeeping and accounts payable / receivable; reconciled reports.
    4. Assisted with month end closing of financials and inventories and audits.
    5. Ensured completion of all financial forms, installment notes, and disclosure statements related to student financing and credit terms.
    6. Monitored, controlled, and purchased supplies and text books in order to maintain necessary inventory within budgeted parameters.
    7. Balanced the checkbook at the end of every month.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Junior
Education
Education
M.S. In Information Systems Management

Financial Services Assistant Resume

Headline : To bring to your organization enthusiasm, dedication, responsibility, and a good work ethic, combined with a desire to utilize my skills obtained through past work experience.

Skills : Accounting, Planning Skills.

Description :

    1. Prepared and processed County payroll; creates and maintains appropriate payroll records and reports.
    2. Administered employee benefits programs; conducts employee orientations.
    3. Posted various revenues; reviews and reconciles various revenue and expenditure accounts; adjusts payable accruals.
    4. Reviewed aging of customer accounts and reconciles to general ledger; enters meter readings; reviews and edits and posts to general ledger; prints statements and related reports; performs collections on accounts through turn-off notices and provides operators with turn-off lists.
    5. Verified coding and approval on invoices; inputs invoices on system from generated purchase orders.
    6. Verified accounts payable invoice entry for accuracy; posts accounts payable to general ledger and verifies accuracy of posted batches; balances batches with program totals.
    7. Loaded and printed accounts payable checks; runs register and various reports; prepares checks for mailing; files checks, documents and reports; prepares accounts payable schedule.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
High School Diploma

Financial Services Assistant Resume

Headline : As a Financial Services Assistant, responsible for Analyzing weekly, monthly, and annual budget reports and advising clients accordingly, Preparing and facilitated training presentations on various topics to ensure successful selling skills.

Skills : Managing Skills, Accounting Skills.

Description :

    1. Processed all aspects of accounts payable weekly.
    2. Approved timecards and process payroll bi-weekly for approx.
    3. Daily reviewed and weekly reported of schedules, absences, infractions and warnings for 8 departments.
    4. Updated financial tracking spreadsheets related to fixed assets, capital projects, state, local, federal taxes, Chapel collections, benevolent contributions, donations, WMPF, and gift shop monies.
    5. Corresponded daily with vendors, employees, department supervisors, mangers, and the executive director Keep certificates of insurance and W-9's current with all vendors.
    6. Entered all new employee credentials, facility access, and photos into AOD and C-Cure applications.
    7. Created, activated and deactivated employee and resident badges and fobs as needed.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Associate's In Business Management

Financial Services Assistant Resume

Headline : Responsible for Reviewing card packets for sales tax that may need to be accrued for tangible goods, Following up with cardholders to request missing receipts or missing receipt forms as needed.

Skills : Microsoft Office, Peachtree Accounting Software, Quickbooks, Campus Vue Software, Dept Of Education Software, VA Once Software.

Description :

    1. Troubleshoot problems with financial software system.
    2. Prepared, processed and maintained a variety of financial reports; assists with the preparation of budget documents.
    3. Answered telephone; greets visitors; responds to complaints and inquiries.
    4. Responsible for stocking and maintaining Employee Service Center containing various benefit forms and description manuals.
    5. Provided general correspondence and reimbursement to expatriate employees.
    6. Responsible for auditing expense reimbursements according to the client's relocation benefits policies and following IRS relocation guidelines.
    7. Worked with service partners to provide excellent customer service to the clients by reimbursing their relocating employees in a timely manner.
                        Years of Experience
                        Experience
                        5-7 Years
                        Experience Level
                        Level
                        Executive
                        Education
                        Education
                        Associate's In Business Management

                        Financial Services Assistant Resume

                        Headline : A challenging position utilizing my knowledge of customer service, federal regulations, and organizational skills with an organization that offers advancement opportunities.

                        Skills : Microsoft Outlook, Copy Machine, Fax Machine, Filing, Scanners, Telephone Etiquette, Proficient In Microsoft Word, Data Entry.

                        Description :

                          1. Utilized policy and procedures to reduce or eliminate exposure to risk for losses.
                          2. Maintained complete and accurate logs, files and records according to established procedures.
                          3. Filed and retrieved documents and other data by alphabetic and/or numeric filing systems.
                          4. Processed teller transactions and assist customers with balancing monthly statements.
                          5. Resolved customer complaints while complying with all federal and state laws and regulations.
                          6. Balanced own cash drawer and branch cash, assist with certifications.
                          7. Opened new accounts, accept initial deposits, process and order appropriate documents.
                        Years of Experience
                        Experience
                        5-7 Years
                        Experience Level
                        Level
                        Junior
                        Education
                        Education
                        Diploma

                        Financial Services Assistant Resume

                        Summary : Efficient and reliable Financial Services Assistant professional with 10+ years of experience supporting managers and sales professionals to achieve goals and improve operations. Diversified skill set covering administrative and technical support, training, customer service, human resources, recruiting, accounting, event planning, and project management. Excellent interpersonal, phone, and digital communication skills.

                        Skills : Adobe Illustrator, Adobe Photoshop, Adobe Acrobat, Microsoft Office Suite, IWork, ADP, Basecamp, WebEx, Survey Monkey, WordPress, HTML, CSS, Go To Meeting, Get Response, Aweber, Mailchimp, Adobe InDesign.

                        Description :

                          1. Created and monitored regional sales reports which are reported to upper management.
                          2. Reviewed, communicated and enforced bank policies and regulations to ensure department compliance through conducting branch audits and trainings.
                          3. Resolved customer complaints by gathering information to determine causes and implement the appropriate process for resolution.
                          4. Reviewed and researched daily and monthly compliance reports, gathered information, researched and implemented processes for resolution for non-compliant issues.
                          5. Assisted in the development and planning of various team meetings, and employee trainings in and out of company area.
                          6. Created various sales reports for the Area Financial Services Representative and Regional President; reports were communicated to a region that consisted of various employment levels in four states.
                          7. Responsible for ensuring employees in the National Delivery Department received access to all relevant systems and conducted security trainings.
                        Years of Experience
                        Experience
                        10+ Years
                        Experience Level
                        Level
                        Senior
                        Education
                        Education
                        MBA In Management

                        Financial Services Assistant Resume

                        Objective : To provide excellent customer service, outstanding work ethic, positive team attitude, and flexibility resulting in the further development and profit of your growing business.

                        Skills : Publisher, PowerPoint, Outlook.

                        Description :

                          1. Reduced daily travel by 50 miles Maintain compliance within the Cetera Financial Services department including: prepare, review and document compliance material.
                          2. Addressed audit issues, and maintain state and company compliance.
                          3. Recorded daily correspondence and money transactions (including stock trading accuracy).
                          4. Actively researched and understoond compliance regulations, develop Excel spreadsheets and maintain accurate daily data.
                          5. Created conclusive reports for state, federal and internal distribution.
                          6. Daily researched customer questions, transaction history and account processing for accuracy including; tracking, researching and processing money market, redemption and trade transactions with 100% accuracy within the daily market hours.
                          7. Built, developed and maintained customer files/accounts within the Cetera system Develop presentations utilizing Power Point, Excel, Word and Publisher Professionally address customer concerns, providing them with prompt and thorough assistance including product education Assist the Investment Executive with computer support, customer and product research, dictation, correspondence development, presentation development and customer relations advice Maintain all department supply ordering and merchant transactions.
                        Years of Experience
                        Experience
                        2-5 Years
                        Experience Level
                        Level
                        Executive
                        Education
                        Education
                        BA In Business Management

                        Financial Services Assistant Resume

                        Objective : To apply my personal and people skills in obtaining a position that would enable me to grow professionally as well as to continue to better myself within the business community. I am passionate about customer service and I always seek to serve and help people to the best of my abilities.

                        Skills : Adobe, Research, Medical Terminology, Medical Records.

                        Description :

                          1. Initiated and developed visual training manual and program for future hires of this position.
                          2. Coordinated of ETSU's budgets, payroll, federal grants, private donations, etc.
                          3. Scanned and filed sensitive financial, institutional, and government information, inspecting and proofing institutional budget documents for the university's departments.
                          4. Assisted departmental chairs, administrators, vice presidents, and presidents between campus divisions.
                          5. Retired Open, sort, and route incoming and outgoing correspondence for various departments.
                          6. Allocated materials to files, reconcile travel authorizations.
                          7. Performed weekly review of accounts payable checks and voucher packages for accuracy.
                        Years of Experience
                        Experience
                        2-5 Years
                        Experience Level
                        Level
                        Executive
                        Education
                        Education
                        Bachelor's In Physical Education