Faith

Senior Financial Planning Assistant

60 ID PROOF
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Overview

Looking for part-time work (4 hours/day)

at $2.70/hour ($237.60/month)

Bachelors degree

Last Active

March 24th, 2025 (4 days ago)

Member Since

July 6th, 2020

Profile Description

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 inspection company. My previous experiences have helped me mold my drive and professionalism.

Top Skills

Experience: 2 - 5 years

Experience: 2 - 5 years

Experience: 5 - 10 years

Other Skills

Experience: 2 - 5 years

Experience: 2 - 5 years

Experience: 2 - 5 years

Experience: 6 months - 1 year

Experience: 6 months - 1 year

Basic Information

Age
29
Gender
Female
Website
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Address
Tests Taken
None
Government ID
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