Sample Financial Planning Assistant Resume

Posted in Assistant Resume Examples

Brian Mackey
12034 Lemon Crest Dr
Grand Rapids, MI, 49503

Objective Seeking the position of Financial Planning Assistant.

Summary of Skills:

  • Familiarity with data warehouse extraction and budget platforms
  • Proficient with Microsoft office products – Excel and Access SQL
  • Ability to multi-task and meet new challenges with open mind and optimistic response
  • Strong interpersonal skills
  • Ability to build and deepen client relationships
  • Positive attitude, high ethical standards and integrity
  • Excellent written and verbal communication skills

Work Experience:

Financial Planning Assistant
Money Managers, Inc, Grand Rapids, MI
August 2005 to till date

  • Processed, overseen, reconciled, and communicated the successful completion of all client requests.
  • Prepared and maintained documents and client files in accordance with FINRA and SEC requirements.
  • Gathered performance and investment data.
  • Assisted in modeling client and matter pricing.
  • Determined optimal staffing margin and profitability.

Financial Planning Assistant
Moneta Group, Grand Rapids, MI
May 2000 to July 2005

  • Supervised monthly tracking and edits of all attorney status changes.
  • Analyzed all monthly changes for reasonableness.
  • Developed, implemented and updated effective financial and operational information.
  • Assisted in identifying trends and developments in competitive environments.
  • Assisted in developing ad hoc integrated revenue and expense analyses.


Associate Degree in Finance
University of South Alabama, Mobile, AL

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