John Nikolof
Howell
Summary
Enthusiastic Financial Administrative Assistant with expertise in anticipating professional needs and proactively identifying, analyzing and resolving problems. Demonstrates strong analytical, technical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude, experience and commitment to continuous learning and growth.
Overview
3
3
years of professional experience
Work History
Administrative Assistant
Goldman Sachs
07.2024 - 07.2025
- Provided high-level administrative support to more than ten teams of financial advisors and management, aiding in setting up & scheduling client meetings, and coordinating travel arrangements.
- Processed more than an average of $10,000 in expenses/month, guaranteeing all were within business compliant parameters.
- Received, inspected, and distributed all mail and collecting any client checks received also ensuring all met compliance and industry (FINRA & SEC) regulations.
- Deposited and kept a detailed daily record of all client checks sent to us averaging more than $100,000/day.
- Preserved a neat and organized reception area and conference center.
Customer Associate
Nik & Nates Automotive
05.2023 - 07.2024
- Maintain customer and work schedules to complete all work urgently and on time.
- Sell work and upsell premium products to increase job amounts 5%-15%
- Manage customer relations and expectations to keep all clients pleased to guarantee great than 80% customer retention.
- Answered phones and called all clients and stakeholders involved in operations.
- Created and maintained marketing materials to generate new customers and develop business activities.
Financial Representative Intern
Northwestern Mutual
06.2022 - 04.2023
- Networked to build and develop client relationships with new and existing clients.
- Prospected leads and cold called prospective clients, setting and average of 10-15 meetings per week.
- Consulted with clients to develop custom financial plans to protect, optimize and grow wealth.
- Analyzed client information and financial statements to directly tailor plans to clients.
- Successful coordinated sales of varying insurance and financial products, to supplement existing and evolving financial plans.
- Top-performer in the internship program, successfully selling the most work out of all interns.
- Over $5,000 dollars generated in sales, in primarily 3 months.
Education
B.S. - Business Administration, Concentration Finance
Monmouth University
West Long Branch, NJ05.2023
A.S. - Business Administration
Brookdale Community College
Lincroft, NJ05.2021
Skills
- Microsoft Suite (Advanced)
- SQL (Beginner)
- Tableau (Beginner)
- JavaScript (Beginner)
- CRM Software (Beginner)
- Bloomberg Terminal (Intermediate)
- Financial Analysis (Intermediate)
- Sales (Intermediate)
Timeline
Administrative Assistant
Goldman Sachs
07.2024 - 07.2025
Customer Associate
Nik & Nates Automotive
05.2023 - 07.2024
Financial Representative Intern
Northwestern Mutual
06.2022 - 04.2023
A.S. - Business Administration
Brookdale Community College
B.S. - Business Administration, Concentration Finance
Monmouth University
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