cover letter and resume for educated individual looking for a new career opportunity with the potential for long-term growth and promotion opportunities.

1. 1130 E Grovers Ave, Apt 267
Phoenix, AZ 85022
To Whom It May Concern,
I wish to enquire about the Administrative Assistant position with your company. My work experience and my
status as a Texas Tech University Personal Financial Planning (PFP) graduate qualify me as an ideal candidate
for this position at your company. I have years of customer service experience and am a quick learner.
I graduated from Texas Tech in December of 2012 and through my studies there completed multiple personal
finance and accounting courses that will assist me in successfully filling your company's needs. I have also been
exposed to many CRM and planning software programs such as eMoney and am proficient in Microsoft Office
products. Through my studies I have also completed oral communication courses and a technical writing course.
All of education has led to me developing strong organizational and communication skills, which will be
beneficial to your company.
In my role as a Financial Services Representative with MassMutual, I was exposed to sales training and worked
closely with a senior advisor. The senior advisor and I started our own practice as Partners in July of 2013. In
our practice my main roles were to input plan information into eMoney, create quarterly reviews for clients,
follow up with clients, set appointments and sit in on meetings to take notes and offer my advice. I also was
responsible for preparing insurance applications and making sure all information on the documents were correct
and signed in all the required areas.
My education, customer relationship management skills, and my experience working for MassMutual, have
convinced me that financial planning is the career option I would like to continue to explore. Your company has
an excellent reputation for customer satisfaction, and I know that the combination of my experience, education,
and self motivation to excel will make me an asset to your financial planning department.
Thank you for the opportunity to apply for a position. I will contact you soon to request an appointment at your
convenience. Should you have any questions for me before that time, you may reach me via phone
(806-441-4766) or via email (Aliciac.smith0917@gmail.com).
Sincerely,
Alicia Smith

2. Alicia Smith
*1130 E Grovers Ave, Apt 267, Phoenix, AZ 85022
* Mobile: (806) 441-4766 * Aliciac.smith0917@gmail.com
___________________________________________________________________________ ___________
PROFILE:
Motivated, dependable individual who excels at multi-tasking and possesses experience in insurance
sales and customer service seeking to obtain an administrative assistant position to gain valuable
experience.
EDUCATION:
Texas Tech University, Lubbock, TX
Bachelors Degree in Personal Financial Planning (December 2012)
EMPLOYMENT EXPERIENCE:
Discover Phoenix, AZ July 2015- Current
Deposit Product Specialist
 Answer inbound calls and assist customers with opening and servicing their accounts
First Bank and Trust Lubbock, TX November 2014- May 2015
Personal Banking Associate
 Responsible for processing customer transactions in person and over the phone
Caregiver Lubbock, TX January 2014- November 2014
 Cared for Mother with Cancer
MassMutual/ Mockingbird Financial Architects Dallas, TX February 2013- April 2014
Financial Services Representative/ Partner
 Set appointments with prospective and current clients
 Completed and submitted applications for multiple insurance products
 Input Client data into eMoney
Lowe’s Marketplace Lubbock, TX May 2008- January 2013
Assistant Manager
 Maintained a professional environment and provided excellent customer service
 Handled high dollar value Western Union and money order transactions for customers
 Verified cashier and safe accountability and replaced missing shifts due to employee absence
Lowe’s Family Center Lubbock, TX May 2005 – October 2007
HBC/General Merchandise Stocker
 Ordered and stocked merchandise and prepared department for weekly ads
SKILLS:
 Proficient in Microsoft Office 2007 Word, Excel, Power Point, Outlook and Access
 Familiar with many CRM and planning software programs (eMoney & MoneyGuidePro)
 Knowledgeable in Technical Communication and Oral communication strategies
OTHER ACTIVITIES:
 Member of Texas Tech Personal Financial Planning Association 2007-2012
References will be made available upon request.