Jasmin

Client Services VA | Financial Planning Support

80 ID PROOF
Verified
contact
mark as hired

Overview

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

at $3.78/hour ($363.63/month)

Bachelors degree

Last Active

June 24th, 2026 (2 days ago)

Member Since

June 19th, 2024

Profile Description

Customer Support & Operations VA with 20+ yrs in finance/admin. I handle email support, scheduling, documentation, client onboarding, record updates, and follow-ups. Tools: DocuSign, Xplan, Voyant, Salesforce, Google Workspace.

Top Skills

Experience: Less than 6 months

I have been a tenured employee for an Australian client dealing with client meetings, file notes and e-mailing and assisting clients for queries and financial needs.

Other Skills

Experience: Less than 6 months

Preparing a Record of Advice, creating financial models, organizing meeting documents, and taking notes during meetings, including follow-up action items.

Basic Information

Age
47
Gender
Female
Website
Sign Up with Pro Account to View
Address
Angeles City, Pampanga
Tests Taken
None
Government ID
Sign Up with Pro Account to View

“I had this VA that I could turn things over to made it a lot easier”

Kyle Mckenna

SEE MORE REAL RESULTS

“They're not only loyal and hardworking, they're super detail oriented!”

- Travis OVAAnswers

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.

Read More »