Kent

Financial Planning Assistant

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Overview

Looking for full-time work (8 hours/day)

at $4.55/hour ($800.00/month)

Bachelors degree

Last Active

July 18th, 2018 (2081 days ago)

Member Since

March 19th, 2018

Profile Description

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 Skype)
- 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!

Top Skills

Office and Administration » Transcription

Office and Administration » Data Entry

Office and Administration » Email Management

Other Skills

Marketing » Content Creation » Creative Writing

Customer Support

Customer Support » Phone Support » English Speaking

Office and Administration » Personal Assistant

Marketing » Content Creation » Blogging

E-Commerce » Inventory Management » Quality Control

Professional Services » Medical Services

Customer Support » Email Support

Customer Support » Phone Support

Office and Administration » Translation

Office and Administration » Microsoft Excel

Accounting » Investment Accounting » Investment Research

Basic Information

Age
Not Specified
Gender
Male
Website
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Address
Tests Taken
None
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