Mae

Financial Planning Assistant

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Overview

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

at $8.00/hour ($704.00/month)

Bachelors degree

Last Active

April 26th, 2024 (6 days ago)

Member Since

October 9th, 2021

Profile Description

Experienced financial planning assistant working alongside Australian financial advisers. Prepared pre and post-meeting documents, implementation documents, CSS/FDS. Helped with product research and liaised with insurers and fund providers (super, pension, and investments). Lodged forms and followed up updates on implementation. Contacted clients via email and phone for updates and/or follow up.

Top Skills

Office and Administration » Microsoft Excel

Office and Administration » Data Entry

Other Skills

Basic Information

Age
26
Gender
Female
Website
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Address
Liloan, Southern Leyte
Tests Taken
None
Uploaded ID
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