Overview
Looking for part-time work (5 hours/day)
at $8.00/hour ($880.00/month)
Bachelors degree
Last Active
May 14th, 2023 (349 days ago)
Member Since
May 17th, 2017
Profile Description
ADMINISTRATIVE ASSISTANT
• Help managers to prepare application forms & cover letters, advice & recommendation letter for clients - (PDF Docs & Xplan)
• Manage and ensure updated investments and clients’ portfolios (Investment & Insurance) on a daily & monthly basis – (Xplan & Netwealth)
• Work closely with the Accountant (SMSF) and Client Service Managers (CSM) every month to reconcile clients’ portfolios – (Class, Xplan & Netwealth)
• Work closely with Bookkeeper to ensure the proper format and amount of Commission imported to Worksorted – (Worksorted & XPM)
• Provide accurate Annual Portfolio Report and Insurance Annual Review for the client – (Xplan)
Software/Platforms:
• Xplan - Financial Planning and Wealth Management Services software for Financial Advisors
• Netwealth – provide investors with portfolio administration, superannuation, retirement, investment, and managed account solutions.
• Worksorted - Financial planning, workflow, compliance & revenue system made for Financial Advisors
• XPM (Xero Practice Manager) - provides the tools to manage Xero client jobs and workflow efficiently from start to finish.
• Class Limited - For fast and efficient administration of Self-Managed Super Funds & Portfolios
• FYIDocs - Document management and process automation for Xero accounting
• Virtual Cabinet (VC) - Document management.
Softwares for Workspace:
Google Suites, Sharepoint & Microsoft Office
Websites - Australian Shared Registry
• Computer Share
• Link Market
• Boardroom - etc
Applications for communications:
•
• MS Teams
• Zoom
• Slack
Other skills:
• Bookkeeping
• FB Ads
• SMM / Canva
• Copywriting
TRAINING:
* AZE VGS Training Consultancy Services (April 17 - 29, 2023) - Masterclass on Australian Bookkeeping, Payroll & Taxation with Xero
* Xero Certification (April 26, 2023) - Xero Advisor Certification Programme
* Copywriting Training Camp PH (2022) - Copywriting
* Negosyo University (2022) - FB Ads
* QuickPro Academy (
Top Skills
Marketing » Social Media Management » Facebook marketing
Customer Support
Office and Administration » Data Entry
Marketing » Social Media Management » Social Media Marketing
Other Skills
Accounting
Marketing » Copywriting
Marketing » Affiliate Marketing
Marketing » Content Creation » Creative Writing
Advertising » Facebook Ads
Real Estate » Lead Generation
Customer Support » Email Support
Customer Support » Social Media Moderation
Office and Administration » Microsoft Excel
Office and Administration » Email Management
Basic Information
- Age
- 43
- Gender
- Female
- Website
- Sign Up with Pro Account to View
- Address
- Pasig, Metro Manila
- Tests Taken
- IQ
- Score: 118
- DISC
- Dominance: 46%
- Influence: 20%
- Steadiness: 28%
- Compliance: 6%
- Uploaded ID
- Sign Up with Pro Account to View
“It definitely helped transform my business and take a significant load off for me.”
Samori Coles
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