Broker Assistant Resume Sample

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Written by Milan Šaržík, CPRW

Certified Professional Résumé Writer

May 6, 2024

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Broker Assistant Resume Sample (Full Text Version)

Izabela Vrbanic

Email address: hello@kickresume.com

Phone number: 555-555-5551

Profile

Dynamic and results-oriented Broker Assistant with a proven track record of supporting financial advisors and stockbrokers in all aspects of their work. Possessing extensive expertise in financial markets, CBI Certification, and a degree from a prestigious university, I excel at maintaining composure in high-pressure situations. Adept at communication, analysis, and time management, I am actively seeking new opportunities in a Broker Assistant role.

Work experience

06/2017 - 05/2019, Broker Assistant, The Engage Partnership, Ltd, London, United Kingdom

Assisted senior financial advisors and stockbrokers in various tasks, ensuring strict adherence to policies and procedures.
Conducted thorough financial markets research, processed transactions, communicated with clients, and resolved any issues effectively.
Offered valuable investment advice and financial recommendations to clients, drafted contracts, and scheduled appointments.
Managed office supplies and company databases, greeted clients, organized daily calendars, and actively participated in weekly team meetings with managers.
Recognized as Employee of the Month for outstanding performance.

Education

09/2013 - 05/2017, Accounting & Finance, National University of Singapore, Singapore

Achieved a GPA of 3.98, ranking in the top 10% of the program
Awarded the Academic Excellence Award
Actively involved in clubs and societies including Dance Club, Marketing Society, and Swimming Club.

09/2009 - 05/2013, Gymnasium, High School Viktorovac, Sisak, Croatia

Achieved graduation with distinction, receiving Grade 1 (A/excellent equivalent) in all four subjects.
Recognized as the 2013 Best Graduate Award winner.
Participated in extracurricular activities including Aerobics Society, Business Club, and Golf Club.

Skills

Languages

Croatian

English

German

Computer Skills

Microsoft Office

Hootsuite, Slack

Xero, QuickBooks

FinancialForce ERP

Interpersonal Skills

Ability to Work under Pressure

Analytical Skills

Communication Skills

Detail-oriented

Good Team Player

Leadership Skills

Time Management

Volunteering

09/2015 - 05/2017, Class Representative, National University of Singapore, Singapore

09/2011 - 05/2013, Class Vice President, High School Viktorovac, Sisak, Croatia

Certificates

04/2019, CBI Certification, International Business Brokers Association

09/2016, Driving Licence

Milan Šaržík, CPRW

Certified Professional Résumé Writer

Milan’s work-life has been centered around job search for the past three years. He is a Certified Professional Résumé Writer (CPRW™) as well as an active member of the Professional Association of Résumé Writers & Careers Coaches (PARWCC™). Milan holds a record for creating the most career document samples for our help center – until today, he has written more than 500 resumes and cover letters for positions across various industries. On top of that, Milan has completed studies at multiple well-known institutions, including Harvard University, University of Glasgow, and Frankfurt School of Finance and Management.

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