Summary
Overview
Work History
Education
Skills
Work Preference
Timeline
Generic
Open To Work

Sarah Nelson

Beldenvill,WI

Summary

Enthusiastic Financial Advisor Assistant highly effective at working well with clients, co-workers, and advisors. Motivated to learn and obtain further certifications. Growth mindset and adaptable. Very detail-oriented and have strong organizational skills. Knowledgeable in the Wealth Management Platform, CRM, and other platforms needed to be an effective Financial Advisor Assistant.

Overview

14
14
years of professional experience

Work History

Non-Registered Financial Advisor Assistant

GHJ Financial Group
03.2022 - Current
  • Daily tasks such as scheduling appointments and meetings, preparing and processing documents
  • Ensure all client information is current and accurate
  • Efficiently and effectively respond to client and advisor inquires
  • Managed 50 plus emails, calls and files per day
  • Work daily with Wealth Management platform, Microsoft Excel, and MS Office
  • Facilitated new client onboarding process and investment account setup
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities

Special Education Paraprofessional

Meyer Middle School
04.2019 - 03.2022
  • Communicate effectively with classroom teachers on daily plans
  • Ability to adapt to schedule changes and prioritize education needs
  • Assessing behavioral issues and providing conflict resolution
  • Maintain high level of student confidentiality
  • Managed on average 10 students with special needs per day
  • Established trusting relationships with students
  • Delivered personalized educational, behavioral, and emotional support to individual students to enable positive learning outcomes
  • Offered student support through special accommodations, extra assistance, and assessments
  • Documented student behaviors, interventions, and outcomes to enable lead teacher to address pertinent issues
  • Maintained positive attitude and affirmatively communicated with each student

Assistant Scientist

Express Employment
11.2017 - 04.2019
  • Preform seed planting for research and development
  • Assist in conducting, monitoring, and reporting studies to ensure data accuracy
  • Achieve daily metrics

Home Assembler

Vital Plastics
02.2018 - 09.2018
  • Understand and follow work instructions and label interpretations
  • Perform quality checks with appropriate gages per job requirements
  • Document all quality information when needed
  • Skilled at working independently and collaboratively in a team environment
  • Self-motivated, with a strong sense of personal responsibility
  • Proven ability to learn quickly and adapt to new situations

Child Care Provider

Home Child Care
05.2012 - 11.2017
  • Kept detailed records and handle all business finances
  • Prepared daily educational and developmental activities
  • Effectively communicated with parents
  • Worked with special need children
  • Communication
  • Leadership
  • Maintained effective schedule balance between rest periods, active play, and instruction
  • Prepared healthy foods and beverages for children based on optimal dietary guidelines and individual restrictions
  • Met with parents about daily activities, positive developments, and issues
  • Enforced rules and managed behavior through developmentally appropriate discipline
  • Applied positive behavior management techniques to enhance social interactions and emotional development

Education

Certificate of Cosmetology - Cosmetology

Allure School of Cosmetology
Red Wing, MN
10-2008

Diploma -

Ellsworth Senior High
Ellsworth, WI
05-2006

Skills

Excellent Computer Skills

Articulate, Personable, Great Communication Skills

Detail Oriented

Problem-solving

Ability to work well alone, one on one or within team setting

Timely and Accountable

Mutual Fund Sales

Wealth Management Platform

Work Preference

Job Search Status

Open to work

Work Type

Full Time

Location Preference

RemoteOn-SiteHybrid

Salary Range

$35/hr - $45/hr

Timeline

Non-Registered Financial Advisor Assistant

GHJ Financial Group
03.2022 - Current

Special Education Paraprofessional

Meyer Middle School
04.2019 - 03.2022

Home Assembler

Vital Plastics
02.2018 - 09.2018

Assistant Scientist

Express Employment
11.2017 - 04.2019

Child Care Provider

Home Child Care
05.2012 - 11.2017

Diploma -

Ellsworth Senior High

Certificate of Cosmetology - Cosmetology

Allure School of Cosmetology

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