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Financial Planning and Client Services

80 ID PROOF
Verified
EXPECTED SALARY
Php 50,000.00/month
( $919 USD )
EDUCATIONAL ATTAINMENT
Not Specified
AVAILABILITY
40 hrs/wk
( $5.31 USD/hr )
EXPERIENCE OVERVIEW
no experience given
BASIC INFORMATION
Age:
30
Gender:
Female
Location:
Tarlac City, Tarlac
Tests Taken:
IQ
Score:  90

DISC
Dominance:13
Influence:19
Steadiness:41
Compliance:28

English
 B2(Upper Intermediate)
Last Active:
July 2nd, 2022 (41 days ago)
Member Since:
October 14th, 2017
SKILL SUMMARY

Experienced Financial Planning Assistant with a strong background in Paraplanning with a demonstrated history of working in the accounting industry. Skilled in Xplan, Financial Planning, Administration, Superannuation, Debt Collection. Strong finance professional with a Bachelor of Science - Focused in Financial Management from Tarlac State University.

WORKER SKILLS
TOP SKILLS
  • Admin Assistant
  • Data Entry
  • Email Management
  • Personal Assistant
  • Research
  • Speaking
  • Translation
  • Tutoring Teaching
  • Writing
  • Facebook Marketing
  • Mobile Marketing
  • Customer Support
  • Email Support
  • Phone Support

Office & Admin (Virtual Assistant)
EXPERIENCE

My current role involves in depth assistance to Financial Advisers such as preparing Statements of Advice, updating Centrelink, place trades, Insurance comparison (Risk Researcher) Investment cost comparison (Wealthsolver), answering calls and emails, reviewing Mailchimp templates, updating Xplan database and data figures in stock market, evernote update, etc

SKILL RATING
  • Admin Assistant
  • Appointment Setter
  • Data Entry
  • Email Management
  • Excel
  • Human Resource Management
  • Personal Assistant
  • Research
  • Transcription

English
EXPERIENCE

English is the main language that I've been using in my current company since it is an Australian Financial Services.

SKILL RATING
  • Speaking
  • Translation
  • Tutoring Teaching
  • Writing

Writing
EXPERIENCE

In terms of writing, most of the time I am constructing emails to be sent to different Fund Managers.

SKILL RATING
  • Blogging
  • Copywriting
  • Creative Writing
  • Editing Proofreading
  • Technical Writing

Sales and Marketing
EXPERIENCE

In terms of Marketing, I have done it a few times as I tried to sell goods online before such as fruits and different kind of cosmetic products.

SKILL RATING
  • Facebook Marketing
  • Mobile Marketing
  • Sales Representative

Software Development / Programming
SKILL RATING
  • Desktop Applications

Finance & Management
EXPERIENCE

Apart from Administration, this is perhaps the most relevant background I have. in almost 9 years of my working experience, I was able to know the different aspects with regards to Financial Management and Accounting.

SKILL RATING
  • Accounting
  • Bookkeeping
  • Business Plans
  • Financial Analysis
  • Financial Forecasting
  • Financial Management
  • Inventory Management
  • Investment Researching
  • Payroll
  • Strategic Planning

Customer Service & Admin Support
EXPERIENCE

Paraplanning is broadly related to Client and Customer Services. With that, I make sure that every client of my boss are happy to the services that we give in the FInancial Services team.

SKILL RATING
  • Customer Support
  • Email Support
  • Phone Support
  • Tech Support

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