Senior Financial Planning Assistant (FPA)

Overview

Looking for full-time work (8 hours/day)

at $5.45/hour ($960.01/month)

college vocational course

Last Active

March 20th, 2025 (17 days ago)

Member Since

February 12th, 2022

Profile Description

Professional Portfolio
Profile SummaryResults-driven professional with a strong background in financial planning assistance, broadcasting,and customer support. Highly skilled in verbal and written communication, troubleshooting, andfinancial platform management. Adept at working independently while ensuring efficiency andcompliance in all tasks.
Professional ExperienceVirtual Business Partners Upgrade to see actual infonior Financial Planning AssistantMay 2019 – Present• Manage financial platforms including Hub24, Netwealth, Neos, TAL, Clearview, and Zurich.• Provide expert assistance with financial product research and insurance quotes usingXPLAN and Product Rex.• Ensure compliance by accurately recording client and provider information in businesssystems.• Handle email management, client interactions, and Worksorted CRM for efficient workflow.• Oversee the end-to-end implementation of financial advice, including documentpreparation, application processing, and adherence to regulatory standards to ensureseamless client onboarding and service execution.MIT Radio One FMDisk Jockey/TechnicianSeptember 2017 – January 2019• Hosted live radio shows and managed technical operations for seamless broadcasting.• Created engaging content and managed playlists to enhance listener experience.• Maintained studio equipment and ensured high-quality sound production.
Telstra Powered by TeletechBilling ConsultantApril 2015 – July 2017• Assisted customers with billing inquiries, account management, and service concerns.• Provided excellent customer support and troubleshooting solutions.• Maintained accurate records of customer interactions.MIT Radio One FMDisk Jockey/TechnicianDecember 2011 – February 2015• Led on-air programming, interviews, and audience engagement.• Managed sound engineering and troubleshooting during live broadcasts.Hinduja Global SolutionsTechnical Support RepresentativeSeptember 2010 – September 2011• Provided troubleshooting solutions for technical concerns.• Assisted customers with software and hardware-related issues.DXDS HOT FM (Ipil Zamboanga Sibugay)Disc Jockey (DJ)January 2009 – July 2010• Hosted music shows and talk segments.• Engaged listeners through interactive radio Upgrade to see actual infoewillBranch CollectorDecember 2007 – May 2008• Managed collections and maintained accurate financial records.Gaisano IliganHelperJuly 2005 – November 2005
• Assisted in store operations and customer service.
EducationDiploma in Information TechnologyIligan Computer Institute, Iligan City – 2010
Key Skills & Competencies• Financial & Insurance Platforms: Expertise in Hub24, Netwealth, Neos, TAL, Clearview,and Zurich.• Customer Support & Technical Assistance: Strong troubleshooting skills with experiencein call center and client assistance.• CRM & Workflow Management: Highly proficient in Worksorted CRM, email management,and data organization.• Broadcasting & Media: Experienced in radio hosting, sound engineering, and technicaloperations.• Microsoft Office Applications: Skilled in Word, Excel, and PowerPoint.• Time Management & Self-Sufficiency: Ability to work efficiently with minimal supervision.
ReferencesAvailable upon request.