Skylar Scharfeld

About Skylar Scharfeld

I am a FAU Business Administration Major with a concentration in Finance graduating in May 2026 seeking a position as an administrative assistant and would like to pursue a future career as a financial advisor. My areas of specialty are in finance and marketing/sales, as these were my areas of focus in college and in my internship. I am looking for a position in Tampa, Florida and would not be willing to relocate currently. I would be open to working in-person, remotely, or hybrid. My goal is to leverage my current knowledge and experience to organize and do administrative tasks for my employer, with keeping in mind that my long-term goal is to become an advisor. You will find in the details below that my skills and assets would be an asset to any financial organization.I have experience in financial advising as an administrative assistant includes sending pre-deck templates out to every employee in the company weekly, train new hires how to properly fill in a pre-deck template for their future clients and fill out insurance paperwork for my employer. The pre-deck template must have updated data each week for accuracy and include ten target date fund slides that display Fidelity long-term investment stocks that advisors can show to potential clients that need to be updated once every month. As for the new advisor meetings I share my tips and tricks to building a visually pleasing presentation for potential clients as I once did for my employer to build more clientele for the company, and the paperwork I fill out is through Pacific Life and is for my employers clients that want coverage on their long-term investments in case they are met with a dramatic loss in the market by over 10%. I have advance technical knowledge in MS Office, Zoom, Morningstar, HubSpot, Salesforce, and Adobe Acrobat. I am fluent in social media writing in Facebook, TikTok, and Instagram, plus marketing and business communication.I am eager to apply my current skills to an organization so they can gain assistance in office/remotely, while in the future they can attract, advise, and retain clients in a financial environment. Please contact me at your convenience to arrange an interview.

Experience

1. Administrative Assistant

   Tristate Financial Advisors

   Sep 2023 — Present · Washington, DC, US

   Position: Administrative Assistant or Intern-Recognized by the CEO of Tristate Financial Advisors for sending pre-deck templates to 500+ employees weekly-Saved advisors 50-80% of preparation time by providing ready-to-use updated pre-deck templates-Trained over 5 junior advisors on completing pre-deck templates, helping them secure clients and promote company growth.

Education

• Florida Atlantic University

  Bachelor of Business Administration, Finance