Financial Planning Assistant

Overview

Looking for full-time work (8 hours/day)

at $15.00/hour ($2,640.00/month)

Bachelors degree

Last Active

June 16th, 2023 (309 days ago)

Member Since

June 14th, 2021

Profile Description

• Support financial planners/advisers and the management with various duties such as administrative responsibilities and customers service.• Work on meeting pack preparations and prepare all documents needed• Do Pre and Post Implementation Compliance Checklist• Establish and maintain client accounts and process service requests• Send Third Party Authorities and do product research to different product providers• Compare current insurance fees to fees in the market in XPLAN’s Risk Researcher• Do superannuation, pension and investment comparisons in XPLAN’s WealthSolver• Data Entry to XPLAN and WealthSolver

Top Skills

Office and Administration » Transcription

Office and Administration » Data Entry

Other Skills

Customer Support

Customer Support » Phone Support

Customer Support » Phone Support » English Speaking

Accounting » Financial Accounting » Financial Analysis

E-Commerce » Inventory Management » Quality Control

Customer Support » Email Support

Office and Administration » Microsoft Excel

Office and Administration » Email Management

Office and Administration » Personal Assistant

Basic Information

Age: 33

Gender: Male

Website: Sign Up with Pro Account to View

Address: Cebu City, Cebu

Tests Taken: IQ
Score: 105: English
C2(Advanced/Mastery)

Uploaded ID: Sign Up with Pro Account to View

“I have one of the best VAs I've had in a long time...she's been amazing”

Davonna Willis

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