Hire top-tier Financial Planning experts

I am a skilled admin assistant currently working in a financial planning firm. My usual tasks include: data entry, fact finding, product research and submission of forms and applications. I am proficient in using MS Word, Excel, PowerPoint, G-Suite, and Nitro. I have also experiences working with Canva and Adobe Photoshop. Prior to working in the financial planning industry, I have worked as an English teacher in a private school and as an email and chat support representative for an insp

Prepare review reportsComplete plan rundownGenerate fact findRequest insurance quotesPrepare FDS and new/renewal fee formsImplement Advice Fee AgreementPrepare online / paper-based applicationsand forms requiredImplementation of new business applicationsfor Super, Pension, Investment and InsuranceRollovers and Investment switchesRecontribution strategyPension Refresh strategyIn-specie transfer strategyWithdrawalsInsurance alterations and cancellationsFollow up applications to completionUpdate cl

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

MS Office ProficientExceptional Customer ServiceExperienced Product Researcher and Experienced Implementations and Lodgements officerCRMs Proficient in:-SalesForce-XPlan-WorkSorted-BigContacts-WeWorkCRMs Experienced in:-COIN-Pluto SoftResearch Tools Familiar With:-Lonsec-ChantWest-MorningstarPlatforms Experienced With-AMP | AMP Life Portal-North-MLC MasterKey | WRAP | Insurance

Communicative Financial Planning Analyst with 5 years of experience in accounting and analysis reporting. Proficient in oracle software and Microsoft software. Ethical and meticulous professional with extensive knowledge of bookkeeping, financial statement preparation, budgeting, OPEX and inventory reports. Committed to producing desirable results with minimal or zero supervision.

I worked for a BPO company for 6 years, holding positions as a Customer Service Associate, Subject Matter Expert, and Quality Analyst. My responsibilities included handling inbound/outbound calls, managing emails, auditing for excellent quality service, and generating weekly/monthly reports.

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.

Currently employed as a government accountant whose functions involve budgeting, forecasting, and bookkeeping.

* Computer Literacy/Application- MS Word/Excel/Access/PowerPoint/Gmail/Outlook* Knowledge in Xplan, MyProsperity, Box, Salesforce, and any Fund Adviser Portals in Australia* Excellent communication skills (verbal and written)* Flexibility and adaptability in a fast-paced, changing environment* Excellent in Analytical and Interpersonal skills* Customer service skills* Patience and skills for a multicultural workplace

Highly skilled Financial Planning Assistant with nearly three years of remote experience at a private wealth management firm in Horsham, Victoria. Adept at managing client scheduling, file organization, and providing comprehensive administrative support. Proven expertise in coordinating client appointments using Google Calendar, Microsoft Teams, and Outlook, and efficiently managing client files and documentation with financial planning software such as FIN365.Experienced in drafting review summ