Irene Ruble
Katy,TX
Summary
Detailed Financial Advisor Assistant with 9 years of experience maintaining financial records and reviewing financial activity. Polished in spreadsheet creation, report preparation and data analysis. Quick and accurate to meet strict deadlines and manage multiple tasks. Highly-motivated with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
9
9
years of professional experience
Work History
Financial Advisor Assistant Office Manager
Brogdon Financial Solutions
Houston , TX
06.2015 - Current
- Assisted with the preparation of financial plans and presentations to clients.
- Provided administrative support by maintaining client files, scheduling meetings and preparing correspondence.
- Conducted research on investment opportunities and provided recommendations to advisors.
- Performed portfolio analysis for existing clients, including asset allocation reviews and risk and return assessments.
- Completed compliance paperwork for all new accounts and investments.
- Developed comprehensive spreadsheets for tracking client portfolios performance over time.
- Created reports summarizing investment activity for clients on a regular basis.
- Organized documents required for account opening process in accordance with company policies and procedures.
- Monitored market trends and news updates to identify potential investing opportunities.
- Managed customer inquiries relating to their accounts in a timely manner.
- Attended training sessions related to industry regulations, products, services and best practices.
- Supported advisors during client meetings by taking notes, providing relevant data points or responding to questions.
- Ensured accurate record keeping of all transaction activities within customer accounts.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
Education
High School Diploma -
Pueblo County High School
Pueblo, CO05-2003
Skills
- Administrative Support
- Office Management
- Customer Service
- Organizational Skills
- Data Entry
Timeline
Financial Advisor Assistant Office Manager
Brogdon Financial Solutions
06.2015 - Current
High School Diploma -
Pueblo County High School
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