Virtual Professional

Overview

Looking for part-time work (4 hours/day)

at $8.40/hour ($800.00/month)

Bachelors degree

Last Active

December 30th, 2024 (539 days ago)

Member Since

June 18th, 2014

Profile Description

Paraplanner   
<!--[if !supportLists]-->•       <!--[endif]-->Demonstrated
the ability to deliver Statement of Advice, Plan Summary, Plan Reviews and
other agendas for client meetings.
<!--[if !supportLists]-->•       <!--[endif]-->Plan
and strategy preparation using financial planning software and different
insurance product providers.
<!--[if !supportLists]-->•       <!--[endif]-->Coordinated
daily with Financial Advisers in Australia and Research Team in Philippines.   
Business Development
Executive     
<!--[if !supportLists]-->•      
<!--[endif]-->Performed wide-reaching industry and competitor
analysis to determine growth opportunities for the brand.  
<!--[if !supportLists]-->•       <!--[endif]-->Proactively
create quick and effective solutions for customer queries.  
<!--[if !supportLists]-->•      
<!--[endif]-->Improved the company’s customer database and
expanded its reach by 7x local as well as international clients.
<!--[if !supportLists]-->•      
<!--[endif]-->Maintained healthy communication and
correspondence between local and international clients to boost reorders.   
<!--[if !supportLists]-->•      
<!--[endif]-->Found new ways of finding new local customers
via trade fairs, exhibits, and conferences. 
<!--[if !supportLists]-->•      
<!--[endif]-->Other tasks include: face to face meeting.   Field Accountant 
         • Ensured 100% compliance to clients’ financial statements by diligently                   tracking their expenses, taxes, purchases and revenues through their                     source documents.