Current Employment Status:
Hired Full Time on Sep 16, 2024
Overview
Looking for full-time work (8 hours/day)
at $9.09/hour ($1,600.02/month)
Bachelors degree
Last Active
November 22nd, 2024 (today)
Member Since
October 6th, 2021
Profile Description
Hello there. I have been working as a Senior Paraplanner (Financial Analyst) for almost 5 years now and I have exceptional analytical skills and attention to details when it comes to assisting my financial planner give our client's advice in their best interest. I am well-versed in a couple of softwares such as COIN, XPLAN and DRAFT all necessary to prepare the Statement of Advice and Record of Advice. I have experience around areas such as Superannuation, Insurance, Investments outside of super, Cash Flow Management, Debt Management and SMSF.
Furthermore, as an accounting graduate, cash flow and budgeting, preparation of financial statements, bookkeeping are just a few of my skills.
I am keen and is always updated with the new accounting postulates or business requirements, and is always eager to learn and be trained for things I do not have knowledge of and be able to help you in your business needs.
I can assure you that I could do any tasks accurately and timely and I am your best choice in this very competitive workstation once you give me the opportunity.
Top Skills
Other Skills
Basic Information
- Age
- 27
- Gender
- Female
- Website
- Sign Up with Pro Account to View
- Address
- Mandaue, Cebu
- Tests Taken
- IQ
- Score: 117
- DISC
- Dominance: 26
- Influence: 18
- Steadiness: 35
- Compliance: 21
- English
- B2(Upper Intermediate)
- Government ID
- Sign Up with Pro Account to View
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
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