Hire top-tier Financial Planning experts

- Administrative works ( Diary, Appointment setting, Calendars and etc)- Emails/ Phonecalls/ Microsoft Apps ( Teams, Planner and etc) - Xplan tools- Data Entry- Form Preparation- Lodgement / Implementation Follow-up - File note transcription- Review Preparation- Product Research- Microsoft Office ( Word, Excel, Powerpoint)

4 years in Virtual AssistantBranch AccountantSales MarketingVideo EditorGraphic designerInventory ClerkSocial Media Associate & Account CreationPhoto Editor

-Keen observer when it comes to details.- Creative.-Good verbal and written communication skills.-Fast learner and willing to be trained for more learnings.-Can work under less supervision

I have Accounting, Cash Management, Budgeting, Financial Analysis, Auditing and Bookkeeping experience. I am also a Certified Public Accountant (CPA) and proficient in using QuickBooks and Xero Accounting Software.

A highly motivated and detail-oriented accounting professional with over 20 years of experience in various industries, seeking a challenging role where extensive ability in financial management can drive company success. Proven ability to keep correct financial records, streamline accounting processes, and provide insightful financial analysis to support strategic decision-making. Proficient in using accounting software such as Xero, QuickBooks, and SAP. Possesses strong analytical, problem-solv

Client Services Manager and Experienced Financial Planning and Accounting Admin with a demonstrated history of working in the financial services industry. Skilled in Microsoft Word, WordPress, Accounting, Financial Planning, and Cooperation. Strong finance professional with a Bachelor of Science focused in Management Accounting from University of San Carlos.

As a Senior Financial Planning Assistant, I play a key role in supporting financial advisers by overseeing a broad spectrum of tasks to ensure seamless service for clients. My responsibilities include conducting in-depth product research, comparing financial products, obtaining and analyzing insurance quotes. Additionally, I also help in review packs and SOA prep tasks. Data entry through worksorted or any other CRM is also one of my task.Through these re

Microsoft Word, Excel, Product Research, Data EntryBookkeeping, Customer Service

I am a highly organized, detail-oriented, and results-driven Virtual Assistant with over 9 years of experience helping businesses and entrepreneurs optimize their operations. With a proven track record of handling a wide variety of tasks, I specialize in general administrative support, customer service, human resource, and email management. I've worked with Australian clients in the financial planning industry as well. My goal is to help streamline processes, increase productivity, and provide s

Hello, thank you for checking out my profile. I am a dedicated and hard working person who believes in honesty and good client relationship. I am a Virtual Assistant especially in financial planning field for almost 4 years now. I have also an experience in administrative job for another 4 years.I hold a bachelor's degree in Business Administration major in Financial Management. My educational background helps me a lot to it. I have deft skills in Microsoft office e.g. excel, word, powerpo