Irish

Virtual Assistant

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Overview

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

at $5.00/hour ($880.00/month)

Bachelors degree

Last Active

March 27th, 2024 (2 days ago)

Member Since

June 22nd, 2022

Profile Description

Experienced Virtual Financial Planning Assistant with a strong reputation for trustworthiness and exceptional organizational skills. I view clients as partners on a shared journey to success, prioritizing their needs beyond mere transactions. Renowned for seamlessly managing multiple tasks while maintaining professionalism and confidentiality. Dedicated to delivering top-tier work rooted in an unwavering work ethic and commitment to excellence. Proficient in Microsoft Office, Google Suite, and various project management platforms. Specialized expertise in financial planning tools like Xplan and Salesforce. Whether working independently or collaboratively, I consistently exceed expectations, setting a high standard of excellence in all tasks.

Top Skills

Accounting » Financial Accounting » Financial Planning

Experience: 2 - 5 years

As a Financial Planning Assistant, I fully acknowledge the crucial significance of having strong financial planning skills in delivering essential support to both clients and financial planners. This requires a thorough grasp of a wide array of financial concepts, spanning from budgeting and investment strategies to retirement planning and risk management. Moreover, adept financial planning skills entail the capability to meticulously scrutinize clients' financial circumstances, evaluate their aspirations and objectives, and devise tailored financial plans to suit their individual needs. By proficiently applying these skills, I can provide personalized guidance and recommendations, empowering clients to make informed financial decisions and advance towards their long-term financial objectives with assurance.

Office and Administration » Quality Assurance

Experience: 2 - 5 years

As a Financial Planning Assistant, I understand the significance of quality assurance skills in maintaining accuracy and reliability throughout financial planning processes. This entails a thorough review of financial documents, reports, and calculations to identify any discrepancies. Additionally, I implement rigorous checks to ensure compliance with regulatory standards and organizational policies. By upholding high standards of quality and precision, I instill confidence in clients and stakeholders, affirming the integrity of financial planning strategies and recommendations.

Office and Administration » Analytical

Experience: 2 - 5 years

As a Financial Planning Assistant, I firmly believe that analytical skills are indispensable for interpreting financial data, recognizing trends, and offering well-informed recommendations to clients and financial planners. These skills allow me to delve into complex financial information, extract valuable insights, and develop strategies tailored to specific needs and goals. By leveraging analytical abilities, I can provide invaluable support in navigating the intricacies of financial planning, ultimately helping clients achieve their desired outcomes.

Other Skills

Office and Administration » Microsoft Excel

Experience: Less than 6 months

As a Financial Planning Assistant, my proficiency in Microsoft Excel is essential. I leverage functions, formulas, and pivot tables to analyze data, track expenses, and forecast trends accurately. I create custom spreadsheets and financial models to present information effectively. These skills streamline processes and provide valuable insights to clients and financial planners.

Office and Administration » Attention to Detail

Experience: 2 - 5 years

As a Financial Planning Assistant, I recognize that attention to detail is paramount for guaranteeing accuracy and precision in financial analyses, reports, and recommendations. This entails meticulously reviewing and scrutinizing financial documents, calculations, and data to detect any errors or discrepancies. By maintaining a keen eye for detail, I uphold the quality and integrity of my work, fostering trust and confidence in clients and stakeholders regarding the reliability of financial planning strategies and decisions.

Office and Administration » Communication

Experience: 2 - 5 years

As a Financial Planning Assistant, I recognize the paramount importance of effective communication in conveying intricate financial information clearly to both clients and financial planners. I make it a priority to actively listen to understand clients' needs and concerns, allowing me to provide tailored recommendations. Through fostering open communication, I establish trust and facilitate collaborative financial planning efforts.

Office and Administration » Research

Experience: 2 - 5 years

As a Financial Planning Assistant, my research skills are fundamental for gathering and analyzing financial data, market trends, and investment opportunities. I leverage diverse resources to stay updated on regulatory changes, economic conditions, and emerging financial products. This enables me to provide well-informed recommendations to clients and financial planners, contributing to our strategic decision-making processes.

Office and Administration » Email Management

Experience: Less than 6 months

As a Financial Planning Assistant, my proficiency in Microsoft Excel is paramount. I adeptly utilize functions, formulas, and pivot tables to analyze data, track expenses, and forecast trends accurately. With expertise in creating custom spreadsheets and financial models, I effectively present complex information. These skills streamline processes and provide valuable insights to clients and financial planners, enhancing our financial planning endeavors.

Basic Information

Age
32
Gender
Female
Website
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Address
Malapatan, Sarangani
Tests Taken
IQ
Score:  118
DISC
Dominance: 55%
Influence: 12%
Steadiness: 18
Compliance: 14%
English
C2(Advanced/Mastery)
Uploaded ID
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