Frence

Financial Planning Assistant

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Overview

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

at $4.13/hour ($400.00/month)

Bachelors degree

Last Active

July 19th, 2026 (3 days ago)

Member Since

February 19th, 2019

Profile Description

I'm currently working as a Financial Planning Assistant for an Australian company, looking for a part time job. I'm an organized and detail-oriented professional with a strong foundation in financial services and a passion for helping clients achieve their goals. With experience supporting Advisers in preparing review meeting documents, managing client records, and ensuring compliance with Australian financial regulations, I'm confident in my ability to contribute to a high-performing team. I bring strong communication skills, proficiency with financial planning software, and a proactive attitude to every task. I'm excited to support the delivery of quality advice and help streamline operations in a growing firm.

Basic Information

Age
30
Gender
Female
Website
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Address
Malitbog, Bukidnon
Tests Taken
IQ
Score:  117
DISC
Dominance: 37%
Influence: 9%
Steadiness: 21%
Compliance: 33%
English
C2(Advanced/Mastery)
Government ID
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