Current Employment Status:
Hired Full Time on Sep 2, 2024
Krizia
Financial PlUpgrade to see actual info ing Assistant
Verified
With Timeproof
Overview
Looking for full-time work (8 hours/day)
at $7.39/hour ($1,300.01/month)
Bachelors degree
Last Active
November 25th, 2024 (today)
Member Since
March 8th, 2023
Profile Description
Softwares: Xplan, Salesforce, Midwinter, Revex, Microsoft Office(Word, Excel, Outlook, Sharepointe), Adobe, Finametrica
Date entry to Xplan / Midwinter
Maintain client folders and database
Prepare documents needed prior to advisor's appointment (FDS, OFA, Fee forms, fund flyers, Fact Find, Risk profile etc)
Book in clients for an appointment
Manages adviser's calendar and company's
Fee checking
No Action ROAs
Top Skills
Other Skills
Basic Information
- Age
- 32
- Gender
- Female
- Website
- Sign Up with Pro Account to View
- Address
- Apalit, Pampanga
- Tests Taken
- English
- C2(Advanced/Mastery)
- Government ID
- Sign Up with Pro Account to View
“I had this VA that I could turn things over to made it a lot easier”
Kyle Mckenna
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