Virtual Assistant

Overview

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

at $5.68/hour ($500.00/month)

Bachelors degree

Last Active

March 19th, 2023 (420 days ago)

Member Since

August 23rd, 2021

Profile Description

I am working as a Paraplanner with a certification on Advance Diploma of Paraplanning from IIT. My work consist of producing a Statement of Advice (SOA) or Record of Advice (ROA) to our clients with different strategies such as Retirement Planning, Superannuation & Pension Rollover and Consolidation, rebalancing/switching, and Investment. 
I am also proficient in using XPlan especially in  data entry, product cost comparison, scenario modelling, and generating advice document from XPlan advice wizard. 
I have also worked as a customer service representative of Sprint now Part of T-Mobile. My everyday task consist of troubleshooting, plan and phone upgrades, and I also provide assistance to customer with regards to their bill. 
My work experience helped me develop my skills in time management, multitasking, and being keen to details. I can work without supervision and I always make sure to provide quality work. I am also open in learning new skills & knowledge.