Financial Associate Resume Sample

Financial Associate Resume Sample

This resume is a typical example of a basic resume format and style for a Financial Associate. You can only use this as a reference point or as a basis when writing your own resume (assuming you like it). In most cases, our readers prefer to hire a Professional Resume Writing Company since they have the practical expertise when it comes to the latest resume trends. Our advice is to always make sure that you personalize your own resume and cover letter to ensure maximum results when applying for a new job. Remember, a professionally written Resume/CV has its advantages.

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999 Main Street • Any Town, NY 99999 • (999)999-9999 • email@yahoo.com

Michael Johnson

SKILLS PROFILE

• Excellent customer-relations background.
• Motivated worker with strong organizational skills and the ability to multi-task.
• Bilingual, fluent in English and Spanish.
• Knowledge of the Foreign Currency Exchange Market.
• Computer knowledge in Microsoft Word, Excel, PowerPoint, Outlook, and knowledge of QuickBooks, 50 wpm.
• DTC terminal experience, SEI accounting software and a basic knowledge of Bloomberg.
• Excellent filing, data entry and organizational skills.

EMPLOYMENT HISTORY

Financial Associate 2008-Present
ABC Inc., Any Town, NY

• Research and reconciliation of incoming and outgoing cash.
• Processed terminations, exchanges and transfers between ABC and outside brokerage firms.
• Created weekly and monthly Audit Control reports for the management team.
• Organized and assisted with the training of six interns prior to a major system elevation to prepare for a potential high volume of reconciliation fallout.
• Presented a new workflow to the ABC Senior Management Team.
• Audited other Associates work to ensure transactions for clients were processed correctly.
• Attended regular company meetings to discuss ways to improve and increase productivity and efficiency
• Wrote several procedures for new workflows.
• Volunteered to assist the Disbursement Reconciliation unit while short-staffed and trained several of their associates on a new workflow.
• System and Y2K testing.
• In each of my positions within the company, I have trained several associates on various unit functions.

Financial Associate 2005-2008
XYZ Corp., Any Town, NY

• Assist customers with account information.
• Balance information.
• Transfers between accounts.
• Wire transfer id.
• Help with bill payments.
• Investigations for account information.
• Navigation on website for bank.
• Fraud early warning for debit card.

Financial Associate
BCD Inc., Any Town, NY

• Execute daily banking transactions for retail customers
• Performing daily netting to reconcile the net cash position against all transactions handled during the day
• Assist customers in understanding the services and products available to them and, and offering solutions customized to their needs 2003-2005

EDUCATION

Associates Degree 2003–2005
New York Community College: Accounting
Relevant Courses: Accounting I & II, Intermediate Accounting I & II, Individual Income Tax procedures, Microcomputer Applications for Accounting

Bachelors Degree
2009-present
New York College: Accounting Degree

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DISCLAIMER: This Resume sample is courtesy of JeffTheCareerCoach.com