Sample Investment Administrative Assistant Resume

Posted in Assistant Resume Examples

Basil Spears
4050 Twin House Lane
Halltown, MO 65664

Job Objective Highly-motivated Investment Administrative Assistant seeking position with company in which to put my experience to good use.

Highlights of Qualifications:

  • Substantial experience of investment management, processing, and related documentation
  • Extensive knowledge of financial investments such as, stocks, securities, and mutual funds
  • Commendable knowledge of MS PowerPoint, Outlook Calendar, and accounting systems
  • Familiarity with office administrative tasks and investment cash-flow management
  • ?bility

  • to research and resolve various investment and service related issues of clients
  • Ability to maintain confidentiality of sensitive investor-related information

Professional Experience:

Investment Administrative Assistant
Morgan Stanley, Halltown, MO
August 2012 – Present


  • Obtained and analyzed financial and transaction history prior to client appointments.
  • Facilitated and coordinated client and brokerage related correspondence and meetings.
  • Answered client queries and addressed client service issues, in a timely manner.
  • Executed investment trades and performed account reviews for assigned clients.
  • Prepared, archived, and maintained accurate and complete investor-specific paperwork.
  • Developed, serviced, and retained investment accounts of all assigned clients.

Investment Administrative Assistant
The Irvine Company, Halltown, MO
May 2009 – July 2012


  • Scheduled and coordinated relevant client appointments and social networking events, as required.
  • Created, serviced, and maintained the accounts of various investors.
  • Drafted and provided investment presentations and proposals for various client meetings,
  • Oversaw and assisted with buying and selling of stocks and funds for clients, as per their requests.
  • Completed and filed all investment-related documents and paperwork for each client.
  • Preserved and protected client-related confidential information, efficiently.


Associate Degree in Financial Services
Clatsop Community College, Astoria, OR

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