Yasmin

Financial Planning Assistant / General VA

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Overview

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

at $7.56/hour ($1,454.56/month)

Bachelors degree

Last Active

June 26th, 2026 (yesterday)

Member Since

April 30th, 2016

Profile Description

I have been a Financial Planning Assistant for Australian clients since 2016. I have provided support to financial advisors by handling a wide range of administrative and operational tasks. I have extensive experience of the end-to-end financial planning process from onboarding to yearly review. I have also used different CRM and task management tools. I am a fast learner and a detail-oriented person who is willing to learn new skills when required.

Top Skills

Experience: 5 - 10 years

Other Skills

Basic Information

Age
35
Gender
Female
Website
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Address
Tests Taken
IQ
Score:  105
DISC
Dominance: 11%
Influence: 8%
Steadiness: 33%
Compliance: 48%
English
C2(Advanced/Mastery)
Government ID
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