Paraplanner | Virtual Assistant | Bookkeeper

Overview

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

at $4.00/hour ($352.00/month)

Bachelors degree

Last Active

October 5th, 2024 (37 days ago)

Member Since

June 13th, 2023

Profile Description

Paraplanning - I am a Senior Paraplanner who prepares Statement of Advice / Record of Advice documents for Financial Advisers in Australia. I do product research and comparison and model/forecast clients retirement accounts, cashflow, debt and assets to ensure they are on the right track. I also do admin tasks like data entry tasks, ad hoc task including calling on insurance and superannuation providers. I do investment research as well in relation to what the market trend Upgrade to see actual info transition/training to do Strategy papers for Adviser.
Bookkeeping - I prepare monthly financial reports for the parts department, prepare monthly commissions for parts department staffs. I conduct day to day SAP transactions, prepare Tax reports. Basically, I do day to day transactions for Parts Departments and do quarterly Parts and Accessories Physical Inventory.