Financial advisor
Resume:
Phone
Addres
Boardman, OH 44512
***********@*****.***
Enthusiastic finance professional with seven years of experience in cultivating client relationships. I seek an opportunity to exhibit my interpersonal skills with clients to provide excellent customer service. I hope to apply my current knowledge and skills while allowing room for growth within your company.
CONTACT
PROFILE
EDUCATION
EXPERIENCE
SKILLS
Richard J Kalosky III
F i n a n c i a l A d v i s o r
Youngstown State University
ASSOCIATE OF ARTS IN
BUSINESS ADMINISTRATION
2020
ExamFX
LIFE, ACCIDENT & HEALTH
LICENSE
2022
Excellent communication and
interpersonal skills
Organized & Detail Oriented
Proficient in QuickBooks, ProSeries,
and Microsoft Suite
Leadership skills
Coordinate file room for requirements per SEC and IRS regulations. Answer phone calls and assist with customer needs. Profile customers to uncover needs for services offered. Process Payments.
Maintain an accurate record of financial transactions. Recording of debts and credits.
Conducting daily banking activities.
Addressing payroll questions and issues from employers. Distributing employee paychecks.
Delivering the payroll to businesses.
Calculate pay according to hours worked, incorporating leaves and overtime. Assess the needs of clients and their financial goals. Assist in building financial portfolios through investments based on individual needs.
Abide by all tax laws and insurance policies.
Configure both short and long-term goals, such as budgeting for large expenses and planning for retirement.
Provide financial strategies based on client’s individual goals. FINANCIAL ADVISOR
PAYROLL & BOOKKEEPING MANAGER
2022 - Present
2016 - Present
MassMutual l 945 Windham Ct., Boardman, OH
Sullivan's Tax & Cetera Financial Service l 5621 Market St., Boardman, OH PACKAGE HANDLER
2015 - 2016
United Parcel Service l 95 Karago Ave., Boardman, OH 2019
H&R BLOCK TAX COURSE
H&R Block
Collaborated with other warehouse personnel to ensure efficiency. Scanned and grouped coordinating packages together for truck loads. Transported packages into delivery area and loaded the packages onto conveyor belts, tucks, or pallets.
Maintained an organized and safe work environment. Technical and analytical skills
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