Hire top-tier 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

Fast learner - willing to be trained, diligent, analyze technical data.Technical skills - competent in using tools such as MS excel, VBA macro, Spreadsheets, google docs, etc. Communication skills - fluent in verbal and written communication. Planning skills - keen to details and trained for proper coordination.

Graduate of civil engineering courses. Understands and can apply theoretical concepts in real life. Critical thinker by observing and analyzing data collected to formulate a solution. Informal learner of various trades.

I am a qualified Civil Engineer with 15 years of progressive experience in the Construction Industry, a good track in monitoring and supervising projects, and hands-on technical expertise in the same. Highly competitive person and proven ability and skills contribute to achieving tangible and intangible.CAREER HISTORY, ACCOMPLISHED and HANDLED PROJECTS: (CAREER KEY PROJECTS):Freelance Quantity Surveyor: United Kingdom Project: Quantity Surveying Services:Carry

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.

Customer Sales Representative Workshop Facilitator Technical Writer Researcher

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.