Financial Administrative Assistant Resume Sample
Blake Johnston
68270 Larry Pines,
Houston,
TX
+1 (555) 985 6643
Work Experience
Senior Administrative Assistant Financial Sponsorship Coverage
01/2018
-
PRESENT
Philadelphia, PA
- Schedules customer applications appointments for Mortgage Loan Originators
- Handles routine and complexed customer questions and assists with problem resolution
- Acts as the main point of contact for customers and collects needed documents
- Prepares file for submission ot the operations dept
- Obtains corrections for any audit or post-closing exceptions
- Assists with walk in customers
- Handles basic admin tasks
- Analyze and determine the applicability of data, to draw conclusions and to make appropriate recommendations
- Applied advanced knowledge of Excel and Word (Windows)
Financial Administrative Assistant
02/2014
-
07/2017
Chicago, IL
- Participate in strategic planning for museum finances with the Director, colleagues in the Amherst college Chief Financial Officer’s office, and members of the museum’s Advisory Board
- Oversee financial transactions related to the Friends travel program
- Create financial reports
- Previous experience with systems and Microsoft Suite
- Adhere to timelines and clients’ expectations
- Demonstrates a high-level professional image, ethical behavior, maturity, self-confidence and a positive attitude
- Knowledge of office equipment such as scanners, copiers, and printers
- Excellent written, verbal and interpersonal
- Proactively solve complex problems
Financial Administrative Assistant
09/2009
-
01/2014
San Francisco, CA
- Strong interpersonal skills, ability to work with all levels of staff members
- Fast notes or shorthand
- Provides monthly updates on the museum’s income and expenditures from the museum’s college-allocated budget and grants, endowed funds, and earmarked gifts
- Develop and monitor internal museum budgets for education, security, art preparation, curatorial, visitor services, retail shop/café and marketing
- Assist the Director with short and long term budget planning
- Process bills, reimbursement requests, grants, and donations
- Prepare budgets for several external grant applications and reports
Education
Midwestern State University
2004 - 2008
Bachelor's Degree in Business Administration
Professional Skills
- Strong communication skills and organizational skills are required
- Prior experience in the accounting field is not required but relevant experience is considered an advantage
- Strong social and communication skills to work in an international environment with all levels of management
- Strong Microsoft Office Skills: Outlook, Excel and Word
- 6-8 yrs. of prior administrative experience is required
- Familiarity with MS Office required. 6-8 yrs. of prior administrative experience is required
- Client relations/customer service skills
How to write Financial Administrative Assistant Resume
Financial Administrative Assistant role is responsible for organization, interpersonal, finance, retail, training, purchasing, security, reporting, research, travel.
To write great resume for financial administrative assistant job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Financial Administrative Assistant Resume
The section contact information is important in your financial administrative assistant resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Financial Administrative Assistant Resume
The section work experience is an essential part of your financial administrative assistant resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous financial administrative assistant responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular financial administrative assistant position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Financial Administrative Assistant resume experience can include:
- Excellent communication skills with a level of comfort/experience talking to both internal senior stakeholders and external stakeholders
- Attention to detail, accuracy, and follow-through skills are of the highest importance
- Excellent general administrative experience; ability to exhibit professional courtesy
- Effective communicator, with demonstrated ability to compose clear, concise, and crisp communications to a variety of audiences
- Experience dealing with high volumes of incoming mail
- At least three years of accounting/financial analysis experience is required
Education on a Financial Administrative Assistant Resume
Make sure to make education a priority on your financial administrative assistant resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your financial administrative assistant experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Financial Administrative Assistant Resume
When listing skills on your financial administrative assistant resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical financial administrative assistant skills:
- Works cooperatively with others with the use of strong interpersonal skills and organizational skills
- Excellent writing and organization skills are required
- Strong interpersonal skills and team-oriented
- Problem solving skills and the ability to multitask are essential functions of the job
- 3-5 yrs. of prior administrative experience is required
- Interpersonal relations skills and attentionn to details are required
List of Typical Experience For a Financial Administrative Assistant Resume
1
Experience For Financial & Administrative Assistant Resume
- Answering phones, setting and confirming appointments
- Performing monthly computer backup
- Providing client service support
- Composing routine correspondence and spreadsheets
- Being able to be trained remotely and a desire to learn
- Team is responsible for providing a quality assurance check on all work conducted by the vendor in pulling information requested by auditors
- Coordinate space management activities including moves and office readiness
- Trains and updates staff in regards to the 3C's (checklist, communications and comments) of PeopleSoft
2
Experience For Administrative Assistant, Financial Aid Resume
- Maintains all electronic data files for backup on server, letter files, electronic University files, and query
- Produces reports from University system(s) and queries for many different financial aid programs
- Consults and corresponds with outside agencies to establish correct procedures and ensure timely delivery
- Counsels families as to how to proceed, what is needed, eligibility, and types of financial aid
- Attends and participates in meetings, workshops, and conferences with other individuals involved with financial aid administration in order to share knowledge and stay informed regarding all changes or updates in procedures or policies
3
Experience For Experienced Financial Administrative Assistant Resume
- Support advisors with follow up on business
- Make calls to clients
- Proactively manage meeting schedule, evaluate and prioritize time requests while demonstrating strong organization skills and flexibility as demands and priorities constantly evolve; coordinate meetings in collaboration with various units within ODOC and offices across the University, including the Office of the Provost and Finance & Treasury
- Draft correspondence and replies as appropriate to phone, paper or electronic inquiries; edit a broad range of documents; handle and direct inquiries with professional courtesy
- Experience in high pressure situations where tight deadlines need to be met
- Experience with 17A13 and audit confirmations is of course preferable but not a requirement
- Preparing and processing insurance and investment applications
4
Experience For Administrative Assistant, Financial Affairs Resume
- Organizing and maintaining client database and files
- Prepare materials for the dean; work on PowerPoint presentations, research, compile and organize information from various sources into a coherent document
- Serve as expense delegate in Concur
- Serve as Telephone Coordinator and Building Coordinator and be responsible for the maintenance of signage and directories and for handling other building projects
- Assist with the planning and coordination of division-wide events
- The team is also responsible for working with different business units in the event that the requested information cannot be attained by themselves or vendor
5
Experience For Financial Centre Administrative Assistant Resume
- Additionally, the team is responsible for assessing requests sent by auditors in order to determine if it can be processed by the firm or not
- Maintain ODOC Organization Chart
- Perform ODOC-wide communication tasks
- Manage, escalate, track and ensure resolution on issues that pose operational, regulatory or reputational risk to the firm
- Provide ideas for financial centre campaigns and other activities
- Superb organizational ability
List of Typical Skills For a Financial Administrative Assistant Resume
1
Skills For Financial & Administrative Assistant Resume
- Experience in an Administrative Assistant position working in a financial services related industry
- Experience as office admin
- Prioritize time and follow through on projects independently
- Experience with MS Office Suites
- Experience in the financial services industry desired
- Checking reports against risk reporting and escalating where appropriate
- Reviewing exceptions/breaks and the quality of research done by our vendor and provide feedback, if necessary
- Performing various intra day & end of day control checks on occasional basis to ensure quality output
- Working knowledge of accounting principles is required
2
Skills For Administrative Assistant, Financial Aid Resume
- Multitasking is essentaial to this role
- Knowledge of state procedures governing the purchasing and requisitioning of supplies and equipment
- Trains student workers in regards to policies and procedures regarding the processing and compiling of student files
- College funding products including ESAs and 529 plans
- Knowledge of state accounting and budgetary procedures including terminology
3
Skills For Experienced Financial Administrative Assistant Resume
- Exercises judgement in applying and interpreting office policies and procedures
- Products and services including Mutual Funds, Annuities and Life Insurance,
- Retirement products including IRAs and 403(b)s
- Proficiency working with a PC and familiarity with Windows XP/Windows 7, Lotus Notes
- Independent worker who also enjoys contributing to a team
- Knowledge of the laws, rules and regulations governing the state personnel system
- Knowledge of state budgetary procedures relating to positions, salaries and personnel services
4
Skills For Administrative Assistant, Financial Affairs Resume
- Knowledge of the laws, rules, policies and procedures governing Federal Grant Administration
- Provides recommendations to professional staff regarding program improvement, business process enhancement
- Responds to inquiries in order to provide information concerning programs, policies, routines, deadlines, etc
- Processes all attendance forms for entire staff by verifying hours worked
- Provides customer service to all inquiries regarding financial aid programs, policies, deadlines, and eligibility
- Manage a dynamic calendar ensuring the dean is properly briefed and kept on schedule
5
Skills For Financial Centre Administrative Assistant Resume
- Background in the financial industry
- Provide clerical support including the mailing of approved correspondence, photocopying, answering the representative’s telephone and communicating messages
- Maintain representative’s file organization
- Bilinguism ( French and English) is an asset
- Energetic, enthusiastic and have the ability to interact diplomatically with people at all levels of the company and externally
- Detail oriented, deadline driven with an analytical mindset
- An energetic highly motivated personality with a positive attitude
- Able to provide references from 2 previous supervisors
6
Skills For Financial Service / Administrative Assistant Resume
- Able to pass criminal background check and drug test
- Knowledge of the principles practices and techniques of supervision
- Proficiency with desktop computing tools such as Outlook, Word, Excel, and PowerPoint; familiarity with system applications such as PeopleSoft Financials and Concur
- High level of proficiency using desktop computing tools such as Outlook, Word, Excel and PowerPoint is required
- Collaborate, to share knowledge and to learn from others
- Coordinate meetings and manage a dynamic schedule; prioritize activities assessing time requests and demonstrate strong organization skills and flexibility as demands and priorities constantly evolve
- Prepare materials for meetings and coordinate follow-ups; ensure the Senior Associate Dean is kept on schedule and is appropriately briefed
- Draft correspondence and reply as appropriate to phone, paper or electronic inquiries on behalf of the Senior Associate Dean
- Act as a liaison and office representative with University administrators at varying levels including Provost, Vice Presidents, Department Heads, Deans and Directors, etc
7
Skills For Administrative Assistant / Financial Analyst Resume
- Multitask, prioritize projects, and expertly problem solve
- Answers non-routine questions and solves complex problems to maximum effectiveness within the department
- Assist in creating and editing PowerPoint presentations as needed
- Serve as travel expense delegate for the Senior Associate Dean in Concur
- Advanced knowledge of Microsoft Office Word, Excel, Power Point is required
- Position requires a Secret Security Clearance, which requires US Citizenship
- Assist with and coordinate professional meetings
8
Skills For Administrative Assistant for Financial Professional Resume
- High level of proficiency in Outlook, Word, and Excel
- Take initiative and be proactive in all matters
- A self-starter able to take initiative, think creatively, and work independently
- Responsible for reconciliation and certification all Scholarship rosters federal and state (i.e. Mass Grant, ACG Grant, Federal Smart Grant, RI State, NH State, Penn State) to determine student eligibility
- Ensures students certified meet all eligibility requirements based on specific criteria. Performs on-line certification, paper, or file transfer
- Prepares periodic administrative and financial reports. Reviews and reconciles compliance reports. This includes exceptions report, fund shift reports, etc
- Utilize OSFA (Mass Grant) web pages for all certification and payment. Advise Financial Aid Team in Shrewsbury based on OSFA certification needs. Test and troubleshoot
- Manages different aspects of office processing with all Financial Aid Professionals. Monitors office tasks to ensure effective operations and compliance with established office standards
9
Skills For Senior Administrative Assistant Financial Sponsorship Coverage Resume
- Manages all processes for mass mailings, retrieve PeopleSoft generated files, generate letters by using templates for mailings and file folder processing and purging of financial aid files
- Manages letter templates, updating annually and composes new templates when needed
- Serves on the 3'Cs Advisory Group
- Manages all aspects for the mail merging files by downloading from various University and external agency databases and converting from one type of file to another to produce personalized mass mailings for entire office
- Verifies the accuracy of professional staff verification process by checking data used on computer system, vs data from Review Sheets for the purpose of quality control
10
Skills For Financial Services Administrative Assistant Resume
- Assists with posting changes and/or corrections regarding Pell Grant Processing for student eligibility by using PeopleSoft generated reports
- Composes letters and develops forms by using software packages such as Excel and Word
- Manages financial aid pages of the UMass Dartmouth website
- Composes documentation for various office tasks and procedures
- Responds to all specific inquiries from the Office E-Mail site
- Plans and organizes proper implementation of office rules, policies and procedures
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