999 MAIN STREET • ANY TOWN, NY 99999 • 999-999-9999 • EMAIL@GMAIL.COM
Toa position in the accounting field where I can utilize and develop my analytical and technical skills while adding value to the company.
ABC Inc; Any Town, NY August 2007 – Present
- I serve as personal representative to approximately 300 individuals and families;
- Experienced with a wide range of products including life insurance, fixed and variable annuities, mutual funds, retirement accounts and other investments and securities;
- Trained in the advisory process of client relationships; and
- Achieved Rising Star status first year and obtained Club status for 2009.
XYZ Corp; Any Town, NY March 2007 – June 2007
- Provided administrative and sales support, including compliance to a Financial Planner.
- Works directly with clients and Financial Advisor in regards to account openings, maintenance of accounts, and resolutions to problems.
- Provided a superior level of service to clients and prospects, including order taking, answering client inquiries regarding accounts and market conditions, providing quotes, etc.
- Processed trades, checks, wire requests and processed cost basis evaluations.
- Managed the Bank Referral program.
BCD Inc; Any Town, NY Dec 2000 – August 2003
- Paying and receiving teller – Accepting deposits.
- Processing corporate checks, enclosing and estimating .
- Keep detailed financial records.
- Process mortgage and tax payments.
- Process incoming and outgoing wire transfers.
- Research and resolve financial center discrepancies.
- Process savings bonds.
- Order and exchange foreign currency for clients.
New York College; New York, NY March 2010
B.B.A. – Accounting GPA 3.86
Course work includes:
- Principles of Accounting I & II, Managerial Accounting I & II, Computerized Accounting, Taxation I & II, Cost Accounting I & II, Intermediate Accounting I & II, Auditing, Statistics, Business Entities Tax, Finance, Accounting Systems & Controls
- Cum Laude June 2007
- Magna Cum Laude Mar 2010
- Proficient with Microsoft Office, Outlook, Internet Explorer.
- Experienced in SAP, QuickBooks, & Peachtree.