Vincent

Virtual Assistant | Financial Services Support Specialist

With Timeproof

mark as hired

Overview

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

at $3.32/hour ($640.00/month)

Bachelors degree

Last Active

July 10th, 2025 (349 days ago)

Member Since

July 10th, 2025

Profile Description

I’m a virtual assistant experienced in supporting financial advisors, consultants, and small business professionals. Whether you need help managing client accounts, troubleshooting workflow issues, handling interbank transfers, or keeping your systems organized and up to date, I can assist.
•Experienced in account setup, requirements processing, and advisor support
•Knowledgeable in fraud and privacy reporting based on client experiences Skilled in client communication, email management, and technical troubleshooting
•Familiar with updating and maintaining accurate system information
•Background in business and accountancy with hands-on financial admin experience
Clear and consistent communication is important to me, so let’s stay connected.

Top Skills

Accounting » Financial Accounting

Experience: 2 - 5 years

•Account opening and maintenance •Financial documentation handling •Basic bookkeeping and finance support •Experience in account transfers and client onboarding

Marketing » CRM » Microsoft Dynamics 365

Experience: 1 - 2 years

Virtual Assistant

Experience: 2 - 5 years

•Calendar and email management •Data entry and management •Appointment scheduling •Document preparation and filing •Task prioritization and time management

Other Skills

Basic Information

Age: 26

Gender: Male

Website: Sign Up with Pro Account to View

Address: Minglanilla, Cebu

Tests Taken: None

Government ID: Sign Up with Pro Account to View

“My virtual assistant literally changed my life.”

Cody Russell

SEE MORE REAL RESULTS

“He's been absolutely superb!”

- Ed Currer

see more real results