Hire top-tier Financial Planning experts

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.

I am a dedicated and detail-oriented Financial Planning Specialist, eager to make a meaningful impact in the financial services industry. With a solid grounding in financial concepts and a strong commitment to helping clients achieve their financial objectives, I am focused on providing tailored financial solutions. My goal is to build trust-based, long-term relationships with clients, guiding them towards financial success with integrity and transparency.

I do a variety of tasks with my current work as a Financial planning assistant. My task varies from clearing client support inbox, clearing personal inbox, forms preparation for meetings, fee forms preparations for various super funds, product research, data entry, executing trades in various super funds, monitoring adviser inbox, processing documents for electronic signature, process signed documents, update client information in the database, create a profile for a client in the database.

I am an experienced writer. I can write and edit copy, feature articles, press releases, speeches and scripts. I had likewise been a financial advisor specialized in life insurance utilization for education, income continuation and estate planning.

* 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

If you’re feeling overwhelmed by a mountain of tasks and your to-do list is longer than your favorite Netflix series, you’re not alone. Many entrepreneurs struggle to balance admin work with their passion projects.Enter me—your General Virtual Assistant! I’m here to take the weight off your shoulders, streamline your day-to-day operations, and help you focus on what really matters: growing your business!Imagine what you could accomplish if you weren’t bogged down by emails, schedulin

I am a consistent Top Performer in my team because I know how to manage my time properly. I am highly trainable and flexible. I am very keen when it comes to details, very reliable and hardworking.

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.

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

- 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)