Administrative Assistant Investments Sample Resume
Daniel Williams
Riverdale Apartments,
3rd Street, Middleton
New Jersey 122245.
Home: (444) 333-6789
daniel@abc.com
Objective:
To get a position as Administrative Assistant (Investments) and to gain further experience in accounting field.
Experience Summary :
• Efficiently handled various clients-related tasks
• Possess knowledge on the working of the financial and investment environment
Professional Experience:
Administrative Assistant, July 20XX to Present
Complete Investment, New Jersey
• Managed client application process and recorded client details into database
• Introduced new computer software to making information recording and retrieval quick and efficient.
• Supervised maintenance of office equipment
Administrative Assistant, July 20XX to August 20XX
New Genesis Mutual Fund, New Jersey
• Handled client enquiries in mutual fund investments
• Managed client applications and recorded client details using software
• Scheduled client appoint with company agent for mutual fund investment
Tele Marketing Sales Representative, July 20XX to August 20XX
Siba Jelwelry, New Jersey
• Carried out sales call to prospect informing them about new offers
• Maintained daily call records
• Maintained record on sales for each month
• Acquired knowledge on all product offers and developed ability to understand customer needs
Education:
20XX - 20XX Marks’ Junior College, Camden, NJ
• Completed a comprehensive secretarial course
Skills :
• Fast Typing
• Knowledge in using word and excel. Able to quickly learn new software packages
References :
Furnished upon request
