Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Grisiela Hodaj

Clifton,NJ

Summary

Diligent financial advisor assistant with strong background in financial advisory support and client relationship management. Adept at communication, flexibility, and achieving results within dynamic team environments.

Currently planning to expand my skill set to include financial market proficiency through Series 7 Exam preparation.

Overview

4
4
years of professional experience

Work History

Financial Advisor Assistant

Cangelosi Wealth Management
01.2022 - 03.2023


  • Facilitated new client onboarding process and investment account setup.
  • Assisted the financial advisor with paperwork and helped clients every step of the way.
  • Improved efficiency in the office by automating routine tasks, such as appointment scheduling and document management using modern software tools.
  • Contributed to successful client meetings by providing detailed agendas, gathered materials and took notes for follow-up actions.
  • Attended conferences, participated in continuing education courses and read material to keep current on industry new and developments.
  • Collaborated with team members on projects aiming improvement on the overall firm performance.
  • My goal in to attend and complete the Series 7 Exams

Administrator

Riccio Salon
06.2019 - 12.2021
  • Managed inventory levels, ensuring adequate supplies were available while minimizing waste and unnecessary spending.
  • Handled payroll.
  • Made sure clients were comfortable by providing the best costumer service.
  • Organized workflow.
  • Promoted produces.
  • Scheduled appointments.

Education

Bachelor of Accounting - Economics

Ismail Qemali University
Vlore, Albania
10-2022

Skills

  • Microsoft Excel/ Word/ PowerPoint
  • Professional work ethic
  • Reporting
  • Very confident on working with Mutual funds, Individual, IRA/Roth IRA, RMD, Collage plans ect
  • Customer Service
  • Problem-solving
  • Multitasking
  • Reliability
  • Team building
  • Time management

Languages

Albanian
Native or Bilingual
English
Native or Bilingual

Timeline

Financial Advisor Assistant

Cangelosi Wealth Management
01.2022 - 03.2023

Administrator

Riccio Salon
06.2019 - 12.2021

Bachelor of Accounting - Economics

Ismail Qemali University

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Grisiela Hodaj