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Securities Sales Agent Free Sample Resume - Resume Example - Free Resume Template - Resume Format - Resume Writing






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AMY SMITH
123 Main Street Atlanta, Georgia 30339
Home: (555) 555-1234, Cell: (555) 555-1235 asmith@sample~resume.com


Seek the Challenging Position of Securities Sales Agent

A gifted Securities Sales Agent with huge experience in performing clerical duties involving the purchase or sale of securities; writing orders for stock purchases and sales, computing transfer taxes, verifying stock transactions, accepting and delivering securities, tracking stock price fluctuations, computing equity, distributing dividends, and keeping records of daily transactions and holdings.

Summary of Qualifications

  • More than eight years experience.
  • Immense ability to communicate with diverse group of people.
  • Strong ability to update and use job-related knowledge and to    provide advice and consultation to others.
  • Profound ability to document and record information; make    decisions and solve problems.
  • Uncommon ability to convince others to buy goods or change    their minds or actions.
  • Exceptional ability to identify objects, actions, and events.
  • Remarkable ability to explain the meaning of information to    others.
  • Uncommon ability to establish and maintain relationships; judge    the value of objects, services, or people.
  • Strong ability to analyze data and process information.
  • Deep attention to detail and enviable ability to perform error    free work.
  • Strong ability to maintain constant awareness of changing or    infrequent events, such as changes in the stock market.

    Professional Experience

    M&S Capital Inc., Tarrytown, NY                    2002 - Present
    Securities Sales Agent
    • Interview clients to determine financial information and goals.
    • Analyze information, develop financial plans, and discuss options with clients.
    • Contact exchange or brokerage firm to place order to buy or sell.
    • Usually use a computer to place order.
    • Review all transactions to ensure accuracy and to ensure that trades conform to rules.
    • Prepare documents, record transactions, and inform clients of final prices.
    • Prepare financial reports to monitor client finances.
    • Analyze market conditions and keep informed of economic trends.
    • Read corporate reports and compute ratios to determine what good investments are.
    • Inform and advise clients of events affecting their plan or account.
    • Find new clients via ads, mailing lists, and personal contacts.
    • Teach classes or give lectures to build client base.
    • Contact prospective clients to explain financial services.
    • Determine client needs, and offer services such as loans, investments, or special accounts.

    Global Properties, Tarrytown, NY                     2000 - 2002

    Real Estate Agent
    • Performed office and field work involved in the acquisition and disposition of real property or rights-of-way for public use.
    • Gathered information from real estate sources including title companies and County Assessor, Planning, Surveyors, and Recorders offices.
    • Examined and interpreted title reports.
    • Prepared leases, deeds, reconveyances, quitclaims, agreements, or other necessary actions.
    • Negotiated for acquisition of various interests in real property such as fee interests, easements, and leases.
    • Secured and prepared data for condemnation proceedings, escrow, or recording.
    • Performed management, leasing, and disposal of real property.
    • Directed the preparation of maps and exhibits.
    • Prepared correspondence, memoranda, contracts, Request for Proposals (RFP), market analyses, reports, or appraisals for the purpose of acquiring, managing, or leasing real property or rights-of-way.
    • Researched and prepared housing and relocation studies.
    • Performed relocation assistance to displaced homes and businesses.
    • Performed presentations at public meetings.
    • Prepared various reports and correspondence.

    Global Properties, Tarrytown, NY                     1997 - 2000

    Assistant Real Estate Agent
    • Performed less complex appraisals, rental rate studies, relocation impact reports, and housing studies.
    • Performed office and field work involved in the acquisition and disposition of real property or rights-of-way for public use.
    • Gathered and analyzed information from real estate sources including title companies and County Assessor, Planning, Surveyors, and Recorders offices.
    • Conducted independent negotiations for the acquisition of less complex or lower valued properties, leases, and rights.
    • Assisted with the management of real estate assets through lease negotiations, joint development, and sale of excess land.
    • Assisted in preparing and negotiating joint venture agreements with private parties.
    • Provided relocation assistance to residential tenants, owners, and businesses, including soliciting and monitoring bids for moving dislocates.
    • Secured and prepared data for condemnation proceedings, escrow, or recording.
    • Prepared agreements and other legal documents.
    • Examined and interpreted preliminary reports.
    • Performed related duties as required.

    Education and Professional Training

    State of New York Licensed Securities Sales Agent

    New York University, NY
    Bachelor's Degree in Finance (1997)




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