Overview
Looking for full-time work (8 hours/day)
at $4.51/hour ($872.74/month)
Bachelors degree
Last Active
June 29th, 2026 (17 days ago)
Member Since
June 3rd, 2020
Profile Description
Detail-oriented and proactive Client Services Officer with experience supporting Australian financial advisers. Recognized for accuracy, efficiency, and strong collaboration with advisers and paraplanners to turn advice documents into actual results for clients. From preparing meeting materials to implementation, I ensure every step is handled with precision and that no detail falls through the cracks.
I have hands-on experience navigating wealth platforms like North, Netwealth, Macquarie, Voyage, BT Panorama, and Australian Retirement Trust.
I enjoy learning new things, taking on new challenges, and being someone my team can rely on. I value contributing to a positive work environment, supporting others when needed, and working toward shared goals and successes.
Top Skills
Customer Support » Phone Support » English Speaking
Experience: Less than 6 months
Accounting » Financial Accounting » Financial Planning
Experience: Less than 6 months
Other Skills
Office and Administration » Documentation
Experience: Less than 6 months
Basic Information
- Age
- 25
- Gender
- Female
- Website
- Sign Up with Pro Account to View
- Address
- City of Naga, Cebu
- Tests Taken
- IQ
- Score: 125
- English
- B2(Upper Intermediate)
- Government ID
- Sign Up with Pro Account to View
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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