Joshua
Financial Planning Assistant. English Instructor. Invoicing
With Timeproof
Overview
Looking for part-time work (3 hours/day)
at $9.35/hour ($617.10/month)
Bachelors degree
Last Active
February 28th, 2025 (yesterday)
Member Since
January 7th, 2023
Profile Description
I'm an educator by profession but with proper experience in the Financial Industry. I am capable of many other things. Here are ways I could be of help:
1. Assist Financial planners in preparing needed documents for client meetings
2. Familiar with tools such as Salesforce, Xplan and others
3. Deliver expected turnaround time for invoice payments
4. Create rapport with clients through
5. Maintain good relationship with clients through follow-ups
6. Regular communication is really important to me, so let's keep in touch!
Top Skills
Other Skills
Basic Information
- Age
- 28
- Gender
- Male
- Website
- Sign Up with Pro Account to View
- Address
- Medellin, Cebu
- Tests Taken
- None
- Government ID
- Sign Up with Pro Account to View
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