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Finance assistance advisor skills for your resume and career

Updated January 8, 2025

5 min read

Quoted experts

Raymond Peters,

David M. Lang

Below we've compiled a list of the most critical finance assistance advisor skills. We ranked the top skills for finance assistance advisors based on the percentage of resumes they appeared on. For example, 28.0% of finance assistance advisor resumes contained customer service as a skill. Continue reading to find out what skills a finance assistance advisor needs to be successful in the workplace.

15 finance assistance advisor skills for your resume and career

1. Customer Service

Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.

Here's how finance assistance advisors use customer service:

Provided customer service and counseling for students and parents, directing them toward information concerning available financial aid services available.
Provided effective customer service to address issues of eligibility, claims and provided information regarding accounts to clients.

2. Financial Assistance

Financial assistance refers to governmental assistance one may receive for a variety of reasons. This help is typically in the form of money, whether a loan, scholarship, grant, or reduced taxes provided to an individual or organization. One of the more common forms of financial assistance is student loans, which offer many prospective students a chance for higher education.

Here's how finance assistance advisors use financial assistance:

Meet with all prospective/re-entry/continuing students to determine their eligibility for financial assistance.
Assisted in the administration of comprehensive student financial assistance programs.

3. Financial Data

Here's how finance assistance advisors use financial data:

Verified customer financial data and made projections of their investments.
Researched and analyzed stocks using the Thomson One Financial database.

4. Financial Aid Eligibility

Here's how finance assistance advisors use financial aid eligibility:

Advised student about financial aid eligibility, loans application procedures, aid programs and cost while functioning under the FERPA guidelines.
Conducted preliminary interview with prospective students to determine their financial aid eligibility and analyze their financial aid needs.

5. Financial Aid

Financial aid refers to cash released to an educational institution to help a student pay the school fee. The issuance of financial aid, whether scholarships, grants, or loans, aims to make access to education affordable to all students irrespective of their backgrounds.

Here's how finance assistance advisors use financial aid:

Served on special website committee charged with turning around information and user capability of University Financial Aid website.
Performed general clerical activities and provided support in relation to financial aid services.

6. Client Service

Here's how finance assistance advisors use client service:

Assisted client services representatives in opening accounts and ensuring that all data entry of the account information was preformed accurately.
Revise client service procedures in order to increase operational efficiency.

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7. Securities

Here's how finance assistance advisors use securities:

Presented comparisons of various securities and managed client's portfolio in terms of quality and risk.
Monitored securities' indicators, policies and market trends, and screened report to managers.

8. Scheduling Appointments

Scheduling appointments is the practice of finding a free slot with the person(s) you want to meet. The process of scheduling appointments involves finding mutually free time, negotiating follow-ups, sending reminders, and creating new appointments. Scheduling appointments is important to ensure that the timings of consecutive meetings do not clash with each other.

Here's how finance assistance advisors use scheduling appointments:

Provide administrative/clerical support such as answering phone calls, filing, scheduling appointments, and basic client/prospect communications.
Assisted job developers with filing, scheduling appointments, researching jobs on-line, filling out paper work, and answering telephones.

9. Client Inquiries

Here's how finance assistance advisors use client inquiries:

Account processing including responding to client inquiries, opening and closing accounts, and processing various transactions.
Handled and resolved high volume of domestic and offshore client inquiries and wholesaler contact.

10. Client Data

Here's how finance assistance advisors use client data:

Updated client database information and set dates of importance, such as CD maturity dates.
Input client data in FAS (Financial Advisory Service).

11. Life Insurance

Here's how finance assistance advisors use life insurance:

Prepared various financial documents for clients including: morning star reports and life insurance illustrations.
Assisted with creating Insurance quotes for home, auto, and life insurance.

12. Financial Products

Financial products refer to instruments through which an individual can invest, borrow or save money. Such devices include credit cards, shares, deposits, bonds, and loans.

Here's how finance assistance advisors use financial products:

Execute complex paperwork purchasing financial products.
Create new client base and service existing clients Educated customers on the variety of financial products and review current financial needs.

13. Client Appointments

Here's how finance assistance advisors use client appointments:

Organized and ensured proper documentation and filing of client appointments.
Confirmed client appointments, filed client statements, and answered phones.

14. Wealth Management

Wealth management is the act of good wealth planning for purposes of growth and sustenance.

Here's how finance assistance advisors use wealth management:

Assisted clients on investing, financial planning, estate planning and wealth management needs.
Developed knowledge of finance and wealth management programs.

15. Account Maintenance

Account maintenance is a practice in accounting that ensures that all transactions and accounting records are per the general principles of accounting and applicable laws. The accounts should be maintained enough to permit the annual audit and clear the inspection of financial statements.

Here's how finance assistance advisors use account maintenance:

Managed account maintenance and reviews; resolved problems and trouble-shoot issues.
Communicated with clients via phone and email for account maintenance and information updates.

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What skills help Finance Assistance Advisors find jobs?

Tell us what job you are looking for, we’ll show you what skills employers want.

What skills stand out on finance assistance advisor resumes?

Raymond Peters

MBA Director & Leadership Instructor, Nicholls State University

We repeatedly hear from employers that "essential/soft" skills remain high on their recruiting wish list. As someone who has hired professionals for over 40 years, you generally assume that if an applicant has experience at a reputable institution, they should have the technical qualifications for the role. What you are looking for is credential separation. What makes them stand out? Have they been in parts to practice his/her communication skills? Similarly, with conflict resolution and problem-solving skills. Internships and applied work experience are always beneficial. Lastly, the customer service experience is desirable.

What finance assistance advisor skills would you recommend for someone trying to advance their career?

David M. Lang

Professor, California State University - Sacramento

The job market will reward people that require as little supervision and training as possible. Our pandemic times and likely, our post-pandemic times will involve a fair amount of remote working. As such, employers will want to make sure that the individuals they hire are self-motivated, quick learners who can hit the ground running without a lot of hand-holding. If taking a year off, I would make sure that job applicants devote some time to learning about the industry standards in which they plan to work. Does the industry use a particular software? Start learning about how to use that. Does the occupation use specific data or require coding? Devote some time to learning the basics of that as well. As always, don't forget the soft skills of communication (orally and written) and interpersonal relationships.

What type of skills will young finance assistance advisors need?

Ann M. Ebberts

CEO, AGA

What I see as critical skills for newcomers to the government workforce in financial management roles, including budget development and analysis – will continue to be critically important.

Given the current state of the economy and the cost of the response to the COVID-19 pandemic, recent graduates entering the workforce will need to leverage communication, collaboration, analytical, and problem-solving skills. The ability to leverage new technologies to analyze, develop, and communicate with others in government and with the public will be important.

Budget analysts (and all financial roles) need to be productive, collaborative and have strong communication skills. They will also need to be able to process a variety of information from different sources and develop an understanding of the priorities of the organization and interrelationships with other government entities.

Desirable skills and attributes for graduates entering the workforce:
· Good listening skills
· Math and writing skills -- preparing annual/special reports
· Comfortable learning new and applying existing technologies
· Need to be detail-oriented
· Need to understand the role of the government entity they serve and the role of the budget in government
· Data analysis abilities
· Developing and/or analyzing planned vs. actual reports and providing options for moving forward
· Leveraging textual and visualization methods to enable communication of budget priorities -- proposal evaluation (pros and cons), potential impacts of decisions
· Presenting analysis in a concise and convincing manner
· Evaluating programs to determine whether they are providing desired results

Do you want to know more?

List of finance assistance advisor skills to add to your resume

The most important skills for a finance assistance advisor resume and required skills for a finance assistance advisor to have include:

Customer Service
Financial Assistance
Financial Data
Financial Aid Eligibility
Financial Aid
Client Service
Securities
Scheduling Appointments
Client Inquiries
Client Data
Life Insurance
Financial Products
Client Appointments
Wealth Management
Account Maintenance
Client Correspondence

Client Portfolios
Financial Statements
Annuities
Morningstar
Client Relations
Financial Institutions
Financial Reports
PowerPoint
Market Research
Financial Analysis
Outbound Calls
Tax Returns
Insurance Applications
Market Trends
Office Operations
Business Development

Client Reports
Office Equipment
Risk Tolerance
Financial Objectives
Word Processing
Expense Reports
ACH
Client Accounts
Bloomberg
Investment Portfolios
Linkedin
QuickBooks
Financial Transactions
Investment Strategies
Office Administration
Conference Calls

Updated January 8, 2025

Zippia Team

Editorial Staff

The Zippia Research Team has spent countless hours reviewing resumes, job postings, and government data to determine what goes into getting a job in each phase of life. Professional writers and data scientists comprise the Zippia Research Team.

Updated January 8, 2025

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