Training Coordinator|Sr Financial Planning Assistant| EA|VA

Overview

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

at $6.82/hour ($600.00/month)

Bachelors degree

Last Active

February 22nd, 2023 (423 days ago)

Member Since

August 14th, 2017

Profile Description

Training Co-OrdinatorIndustryBanking / Financial ServicesSpecializationClerical/Administrative SupportRoleManagementPosition LevelAssistant Manager / Manager
-Create training schedules for all company departments, track and create reports on outcomes of all training and maintain training records for the company.
Train new hires on company policies and procedures and use the best training methods for a specific purpose or audience.
Gather and evaluate information from employees and management on previous training to identify weaknesses and areas that need additional training.
Attend seminars and meetings to learn new training methods and techniques and use the knowledge to prepare and coordinate future training sessions.
Recruit and train new Trainers, delegate training tasks to the new Trainers and evaluate performance.
Market company training opportunities to employees and provide information on benefits to encourage Upgrade to see actual inform employees on scheduled training and track their progress.
Recommend training materials and methods, order and maintain in-house training equipment and facilities and manage the budget set for training.
Adequate knowledge of learning management systems and web delivery tools. Proven ability to complete full training cycle (assess needs, plan, develop, coordinate, monitor and evaluate) Familiarity with traditional and modern job training methods and techniques. Experience with e-learning platforms.


Senior Financial Planning Assistant
IndustryBanking / Financial ServicesSpecializationClerical/Administrative SupportRoleAdministrative ExecutivePosition Level1-4 Years Experienced Employee
Trained to perform tasks in the field of financial planning for clients based in Australia. The task includes but not limited to client engagement, applications, and appointment setups, implementation of the end to end advice process.
At the same time, the task also caters to bookings, online researches and stuff concerning bookkeeping and other related Upgrade to see actual info this area of expertise, one is expected to have exceptional attention to details and understanding of the financial planning industry.
Job description is as follows:
Setup client files and adding client data to the financial planning software
Prepare forms, documents, templates
Type up client questionnaires
Prepare portfolio reports
Prepare product comparison reports. This requires emails, phoning insurance and investment companies and get specific client portfolio information
Prepare insurance premium estimates and quotes using specific software
Prepare PowerPoint and Mindmap presentations
Prepare application forms
Submit application forms and follow up applications, insurance underwriting, medicals etc. Customer Care SpecialistIndustryCall Center / IT-Enabled Services / BPOSpecializationCustomer ServiceRoleCustomer Service - GeneralPosition LevelFresh Grad / < 1>
-Responsibilities include interviewing customers for relevant information and properly leading them through diagnostic procedures to determine the source of their problem with their product.
-Log and track customer calls in a computer database and research, document and recommend new methods or modifications to the customer support processes. Sprint requires its employees act with empathy and courtesy during all customer complaints or inquiriesCustomer Account ExecutiveIndustryCall Center / IT-Enabled Services / BPOSpecializationCustomer ServiceRoleCustomer Service - GeneralPosition Level1-4 Years Experienced Employee
Installation & configuration of
operating systems and applications in clients devices such as internet, phone and cable televisions.
Assist in the maintenance and monitoring of networks and systems.
Logging the queries of customers .
Analysis of call logs in order to discover any underlying issues or trends.
Diagnosing and solving issues/ faults.
Performing troubleshooting on the technical side of the services with issues
Responding to call-outs in a timely fashion.
Upsell and provide products good for the customers needsCustomer Service AssociateIndustryCall Center / IT-Enabled Services / BPOSpecializationCustomer ServiceRoleCustomer Service - GeneralPosition LevelFresh Grad / < 1>ESL TeacherIndustryEducationSpecializationEducationRolePrimary/Secondary TeacherPosition LevelFresh Grad / < 1>
Job description and experience in the following fields which includes but not limited to:
- Teaching Japanese students of random ages the different modules of the English language
- Engaging students to light to moderate conversations to be able to build their confidence in speaking the language
- Preparing educational materials to make the lesson less boring but interesting
- Giving significant feedback to the students and allow them to improve and learnChat Support TechIndustryManufacturing / ProductionSpecializationManufacturing/Production OperationsRoleOthersPosition LevelFresh Grad / < 1>Private Tutor
IndustryEducationSpecializationEducationRoleOthersPosition Level1-4 Years Experienced Employee
- Provide one-on-one educational assistance to elementary and secondary school students or to adults. As an elementary school tutor, I
help children (grades 1 – 8) improve their skills in reading, writing or math.
-Travel to students' homes, libraries, or schools to conduct tutoring sessions.
- Schedule tutoring appointments with students or their parents.
-
Research or recommend textbooks, software, equipment, or other learning materials to complement tutoring.
- Prepare and facilitate tutoring workshops, collaborative projects, or academic support sessions for small groups of students.
-
Monitor student performance or assist students in academic environments, such as classrooms, laboratories, or computing centers.
-
Review class material with students by discussing text, working solutions to problems, or reviewing worksheets or other assignments.
-
Provide feedback to students using positive reinforcement techniques to encourage, motivate, or build confidence in students
- Prepare lesson plans or learning modules for tutoring sessions according to students' needs and goals.
-
Maintain records of students' assessment results, progress, feedback, or school performance, ensuring confidentiality of all records.