I am a dedicated and detail-oriented professional with experience in financial services administration, implementation support, and client servicing. I have worked closely with Australian advisers and clients, handling client documents, applications, follow-ups, and implementation tasks efficiently and accurately.
I am proficient in CRM systems including XPLAN, Worksorted, and Practifi, as well as Microsoft Office programs such as Word, Excel, Outlook, and PowerPoint. I am highly organized, a fast learner, and able to work independently in a fast-paced environment while meeting deadlines.
I am looking for long-term opportunities where I can contribute my skills, grow professionally, and provide reliable support to clients and teams.
“My life has gotten so much better. It changed my life, and I know it can change yours”
- Lukas Rohler
Onlinejobs.ph "ID Proof" indicates if "they are who they say they are".
It DOES NOT indicate skill level.
ID Proof scores are 0 - 99 with 99 being the best. It is calculated based on dozens of data points.
It's intended to help employers know who they're talking to is real, and not a fake identity.