Sandy Mcmahon
Oconomowoc
Summary
Self-motivated individual comfortable working in fast-paced office settings and handling multiple tasks. An effective Financial Planning Assistant with a background in portfolio management, meeting scheduling and partnership building.
Overview
31
31
years of professional experience
Work History
Financial Planning Assistant
Schreiber Financial Services
Mukwonago
03.1995 - Current
- Prepared reports, spreadsheets, and client documentation to assist advisors in delivering tailored financial services.
- Supported financial advisors in preparing client investment reports and asset allocation.
- Maintained accurate client records and financial documentation to support advisor operations.
- Processed financial documents to ensure compliance with company policies and accuracy in reporting.
- Reconciled reports and verified information for accuracy.
- Maintained confidential client financial records with a high level of accuracy.
- Assisted with administrative processes requiring strict deadlines.
- Entered and verified data in financial software systems.
Education
Oconomowoc High School
Oconomowoc, WISkills
- Investment reporting
- Data management
- Financial Software
- Excel formulas
- Microsoft Office Suite
- Data Entry Systems
- 10-Key Data Entry
- Adobe Acrobat
Timeline
Financial Planning Assistant
Schreiber Financial Services
03.1995 - Current
Oconomowoc High School