I've been working in the Australian Financial Planning Industry since 2014. I've worked closely with assigned Financial Planning firm in administrative and ad hoc tasks.
Below are some of the things that I can do for you and your firm:
- Social Media Management
- Article Writing
- Transcribing audio files (File Notes)
- Product Research (Call various super/insurance firms - would need phone connection or through
- Preparing forms for Lodgment
- Preparing review packs
- Insurance Quotes
- Reconciliation
- Basic Microsoft word - based SOAs
- Etc.
I have used the following software/ sites:
- Xplan
- Coin
- AdviserNetGain
- Dropbox
- SugarSync
- Infusionsoft
- Macquarie
- MLC
- Platinum
- Vanguard
- Bell Potter
- Class Super
- BT
- Dimensional
- Astute Wheel
- Morgans
- Money Market
- and much more!
“My business would not be able to go forward if it was not for them”
Gaurab - Adhikari
SEE MORE REAL RESULTSOnlinejobs.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.