Overview
Looking for daily work (4 hours/day)
at $8.39/hour ($800.00/month)
Bachelors degree
Last Active
April 19th, 2026 (56 days ago)
Member Since
November 20th, 2014
Profile Description
Senior Financial Planning Assistant with over 9 years of experience supporting Australian financial advisers and 20+ years combined experience in financial planning and accounting. I specialize in end-to-end implementation of financial advice across superannuation, pensions, investments, and insurance, including SOA/ROA execution, application lodgment, compliance monitoring, and XPLAN management.
I have extensive experience in insurance processing, portfolio rebalancing, and client servicing, along with strong capabilities in bookkeeping, payroll, accounts receivable, and bank reconciliation. I am highly detail-oriented, reliable, and experienced working remotely with international clients, and I am currently seeking a part-time night shift role where I can contribute immediately.
Top Skills
Accounting » Financial Accounting » Financial Planning
Experience: Less than 6 months
Accounting » Financial Accounting » Xplan
Experience: 5 - 10 years
Other Skills
Accounting » Accounts Receivable
Experience: 2 - 5 years
Accounting » Bookkeeping
Experience: 2 - 5 years
Accounting » Bank Reconciliation
Experience: 2 - 5 years
Office and Administration » Regulatory Compliance
Experience: 5 - 10 years
Basic Information
- Age
- 45
- Gender
- Female
- Website
- Sign Up with Pro Account to View
- Address
- Tests Taken
- IQ
- Score: 106
- DISC
- Dominance: 35%
- Influence: 24%
- Steadiness: 32%
- Compliance: 9%
- English
- C2(Advanced/Mastery)
- Government ID
- Sign Up with Pro Account to View
“I have a team of 6 VA's that pretty much do everything for me”
Elishama Jiles
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