Investment Administrative Assistant Resume

[First Name] [Last Name]

Contact Address: [street]

[Country] [City] [State/Province] [Zip Code]

Contact Number: (012)-345-6789

Email Address: [[email protected]]

Create your new Unique Resume in less than 5 minutes with our templates. Use our Simple Resume and Cool Resume templates designed with career experts. Build a resume with a template.

Career Objective:

Detail-oriented and focused professional with over 5+ years of experience seeking the position of Investment Administrative Assistant in ‘XYZ Financial Services’. Impeccable understanding of the financial instruments and ability to provide advice that guarantees optimal ROI.

Summary of Skills:

  • In-depth understanding of financial planning, concepts, and practices

  • Extensive knowledge of different financial instruments like stock, mutual funds, equity funds, shares and securities

  • Familiarity with administrative tasks related to financial assistance

  • Ability to perform cash-flow management and required documentation

  • Ability to rebalance clients’ portfolios by assessing asset allocation according to the changing market strategies

  • Expertise in researching market trends, performing data management, generating reports, and developing best plans for customers

  • Proficient in using MS Office Suite, Adobe Creative Design Suite, Microsoft Server database and accounting applications

  • Capable of maintaining confidentiality, and safeguarding financial information

Work Experience:

Investment Administrative Assistant

CSL Behring Company, Jackson, Mississippi

November 2016 – Present

  • Delivering materials related to external financial compliance audits and ad hoc request from customers

  • Reviewing research done by interns and preparing final reports to assist portfolio managers and clients make sound decisions

  • Updating weekly investment done by clients in the OPAL system

  • Assisting project managers, senior financial advisers to do thorough investigation and value analysis of the new high-performing funds, and informing potential customers about it

  • Working with various brokers to understand how to decide stock and income trades to understand the best closing time

  • Preparing monthly internal report on funds, stock and fixed income instruments provided by the company

  • Updating database, and protecting confidentiality of investment information

Investment Administrative Assistant

BankPlus Incorporation Pvt. Ltd., Jackson, Mississippi

April 2014 – October 2016

  • Actively engaged with prospective clients to assess their financial needs, identified appropriate solutions, and suggested proper recommendations based on their capital

  • Performed different administrative tasks like maintaining records, opening new records, and updating database

  • Collaborated with financial adviser and marketing team to develop new promotional strategies and increased client base by 30%

  • Monitored competitor funds in the market and implemented necessary strategies according to changes after consent from customers

  • Took initiative to send monthly reports about the number of units purchased, and a summary on performance of mutual funds

  • Answered queries on phone calls, and directed clients to the respective financial adviser after noting down their request

  • Maintained account receivables and account payables for the office as required


Investment Administrative Intern

ProAssurance Unlimited, Jackson, Mississippi

September 2013 – March 2014

  • Amended and updated clients’ account as necessary by providing customer feedback to the advisers about the issues raised on accounts

  • Completed paperwork for new and old clients for investment purchase

  • Researched investment trends to identify the best funds, and prepared report on top performing stocks in the share market

  • Investigated start-up companies and contributed to an initiative that assists small scale companies for investment process including deal sourcing, identifying target audience, and potential areas in the field of customer business

  • Organized online conferences for clients investing for the first time in equity funds to give a clear perspective

  • Scheduled client appointments with respective financial advisers, and sent reminders over call or mail 2 days prior to the meeting


  • Bachelor’s Degree in Business Management

    Mississippi State University, Canton, MS



On request.