Finance Administrative Assistant Resume

A finance administrative assistant assists in maintaining reports, files and other important data as per department necessity. He/she assists in organizing conferences, workshops and providing customer services related to any query, claim, appointment etc. Here is a good sample finance administrative assistant resume. This resume sample helps you in preparing a good resume. You have to add the skills and responsibilities as per your job.

Karen Wilson
City, State
3rd Golden, Avenue
Home: 127-271-7221
Cell: 144-324-4312
E-mail Address


An accomplished and highly motivated professional with deep-rooted skills in managing investment and insurance work. Proven track record in providing excellent administrative support services to executives and customer services. Implemented innovative techniques and achieved best in the realm.

Area of Expertise:

  • Account Management
  • Organizational Skills
  • Time Management
  • Computer Operations
  • Analytical Thinking
  • Strong Communication Skills

Career Progression:

ABC Corporation, Place, 2006-Present

Financed Administrative Assistant

  • Responsible for handling insurance and investment transaction
  • Scheduling appointment with advisors and finance executives
  • Assisting executive in seminars and meetings for presentations
  • Responsible for compiling data and preparing other confidential reports
  • Assisting clients in getting detailed information of schemes and policies
  • Preparing budget reports as per executive and manger suggestions

Star Finance Company, Place, 2003-2006

Finance Administrative Assistant

  • Maintained account, fiancĂ© and budget data with accounting department
  • Attended meetings and seminars and implemented suggested methods in working
  • Delivering important correspondence to finance employees
  • Visited head office with manager and provided reports and data
  • Updated data and finance and investment schemes as per suggestions
  • Trained new employees in managing official records

SGH Finance Company, Place, 2001-2003

Finance Administrative Assistant

  • Assisted finance advisor and administrative in departmental tasks
  • Responsible for maintaining files, copy, documents etc.
  • Served as a liaison among agents, advisor, claimants and other staff
  • Participated in trainings and meetings
  • Assisted executive and managers in drafting budget and finance reports
  • Handled documents for client meetings and performed other assigned duties successfully


  • Bachelors in Finance and Marketing, Name of University, Year


  • Resolved customers’ queries on phones and maintained long term relationships
  • Awarded for providing effective support in financial planning

Make a Comment