Howard
Paraplanner | Virtual Assistant | Bookkeeper
With Timeproof
Overview
Looking for part-time work (4 hours/day)
at $4.00/hour ($352.00/month)
Bachelors degree
Last Active
November 30th, 2024 (2 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
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.
Top Skills
Office and Administration » Microsoft Excel
Experience: 2 - 5 years
Office and Administration » Microsoft Word
Experience: 2 - 5 years
Office and Administration » Data Entry
Experience: 2 - 5 years
Other Skills
Accounting » Financial Accounting » Financial Planning
Experience: 2 - 5 years
Basic Information
- Age
- 27
- Gender
- Male
- Website
- Sign Up with Pro Account to View
- Address
- Mandaue, Cebu
- Tests Taken
- None
- Government ID
- Sign Up with Pro Account to View
“The more I stepped away from it, the more successful our Chanel became!”
- Jim Orr
You have successfully pinned this profile! You can manage pinned profiles in your Employer dashboard.
Onlinejobs.ph "ID Proof" indicates if "they are who they say they are".
It DOES NOT indicate skill level.
ID Proof scores are 0 - 99 with 99 being the best. It is calculated based on dozens of data points.
It's intended to help employers know who they're talking to is real, and not a fake identity.
‘APPLY POINTS’: Helping the Best and Most Qualified Applicants Stand Out
Sometimes, employers may receive too many applications for a job, presenting the time-consuming challenge of filtering through and finding the best candidates. We’ve found a way to address that.
READ STORYEMPLOYERS
workers
talented va's
other
contact us
connect with us
