Assistant Skills you Need for your CV and Career in Financial Services

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Assistant Skills List in Financial Services

Below we have compiled a list of the most popular skills for an Assistant role. We ranked the top skills based on the percentage of Assistant job descriptions they appeared on. For example, 25% of Assistant job descriptions contained finance as a required skill.

Keywords / Skills

Popularity

finance
25%
compliance
25%
paraplanning
25%
financial services
25%
financial planning
25%
direct debit
17%
legal
17%
admin
17%
communication skills
17%
sage accounts
17%
purchase ledger
17%
financial assistance
17%
file review
17%
staff training
17%
positive team player
17%
petty cash
17%
payments
17%
expenditure control
17%
legal compliance
9%
aml
9%
wealth management
9%
report writing
9%
holistic financial planning
9%
secretarial
9%
risk
9%
minute taking
9%
governance
9%
compliance procedures
9%
board packs
9%
administration duties
9%
billing
9%
social care
9%
officer
9%
income
9%
assessment
9%
adult social care
9%
customer service
9%
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While these keywords are a good start, remember that every job is different. Instead of including all these keywords on your CV, identify the keywords most relevant to the job you're applying to and include those. For the best chance of success use our CV keyword scanner tool to help with this.

Including the right keywords in your CV will help you get past Applicant Tracking Systems (ATS) and win more job interviews from employers and recruiters.


Do you want
more job interviews?

Improve your CV's success rate by using these Assistant skills and keywords or scan your CV to get a personalised score.