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.
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
English is the main language that I've been using in my current company since it is an Australian Financial Services.
In terms of writing, most of the time I am constructing emails to be sent to different Fund Managers.
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.
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.
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.
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.