- Featured in:
More Registered Sales Assistant Resumes
Use these Registered Sales Assistant samples as a guideline or visit our extensive library of customizable resume templates.
High Quality
The best examples from thousands of real-world resumes
Expert Approved
Handpicked by resume experts based on rigorous standards
Diverse Examples
Tailored for various backgrounds and experience levels
Additional Sales Resume Samples
Registered Sales Assistant Resume Samples
No results found
0-5 years of experience
- Facilitated business growth through completing and submitting new and established business paperwork, processing money movement and trades, maintaining advisors' calendars, and preparing documents for client meetings.
- Assisted clients with account inquiries and general requests while providing excellent and professional service.
- Managed life and health insurance businesses for two top producing financial advisors.
- Proofread and submitted life insurance applications and followed through on approvals in a timely manner.
- Scheduled paramedical exams for clients and followed up on results.
6-10 years of experience
- Supported up to four financial advisors at the Fort Collins office
- Limited travel to Reno, NV to help establish second office
- Monitored and evaluated Colorado financial education seminars
6-10 years of experience
- Establish and maintain new accounts by filing required paperwork with the Compliance department.
- Provide superior customer service by responding directly to client inquiries and performing necessary account research and analysis, enhancing customer relationship with firm.
- Oversee the cashiering aspect of operations at the firm. Process incoming checks properly into client accounts. Prepare outgoing client checks to directly held accounts at different mutual fund companies. Prepare the daily blotter as required by Compliance regulations.
- Researched and prepared registered stock certificates for receipt into client's account to be held in street name at Raymond James.
- Ensure that all office procedures comply with State, Federal and FINRA guidelines.
Sales Cover Letter Examples
