Hire top-tier Financial Planning experts

Hi, I’m Manley—your all-in-one virtual whiz! Need data crunched, finances planned, or general assistance? I'm on it, with a sprinkle of humor and a dash of efficiency. With over a year in financial planning assistant, I'm like the Swiss Army knife of virtual assistants. Let's turn your tasks from "to-do" to "ta-da"!

Results-driven finance professional with a proven track record in strategic financial planning and analysis. Expertise in forecasting, budgeting, and driving data-driven decisions to optimize financial performance. Ready to elevate your team with precision and insight.

Proficient in Ms Excel, Ms word Financial Planning expert Assist on audit/inventory Budget vs actual reviews Opex and Capex Analysis Aging Balance sheet Variance Analysis lastyear vs current year vs budget Analytical skills Team leader Flexible Willing to help others if needed

Customer service and client relationship professional with extensive experience in inbound/outbound calls, client service management, onboarding, and sales. Adept at understanding customer needs and providing tailored solutions that drive satisfaction and business success. Strong English communication skills, problem-solving abilities, and a proven track record of working remotely with Australian businesses. Passionate about delivering exceptional customer experiences and fostering long-term cli

Dynamic professional providing comprehensive support to Authorised Financial Advisers. Serving as the primary point of contact for clients, I excel at building strong relationships and responding to queries in a timely, professional manner. Skilled in scheduling client appointments and preparing review documents, including detailed investment review materials for meetings. Proficient in completing and lodging insurance, investment, and superannuation application forms while assisting my financia

Dedicated and detail-oriented professional with a proven track record of delivering high-quality work to clients. Skilled in ensuring prompt task completion, maintaining accuracy, and proactively addressing client needs.

As a Financial Planning Assistant, I mostly do admin work. I support the Business by preparing first hand documents that Financial Planners use. Additionally, I prepare forms & documents for the clients, depending on what they need. I handle inbound and outbound calls, setting up appointments using Outlook calendar and Calendly.

As a Senior Financial Planning Assistant, I play a key role in supporting financial advisers by overseeing a broad spectrum of tasks to ensure seamless service for clients. My responsibilities include conducting in-depth product research, comparing financial products, obtaining and analyzing insurance quotes. Additionally, I also help in review packs and SOA prep tasks. Data entry through worksorted or any other CRM is also one of my task.Through these re

I have completed the Advanced Diploma of Paraplanning (RG164) for Paraplanners consisting both practice (XPLAN) and theory. I also completed the training for Financial Planning Assistant which involves updating client information in XPLAN, calling product/fund providers, doing admin staffs, and SOA/ROA Implementation.

A highly motivated and detail-oriented accounting professional with over 20 years of experience in various industries, seeking a challenging role where extensive ability in financial management can drive company success. Proven ability to keep correct financial records, streamline accounting processes, and provide insightful financial analysis to support strategic decision-making. Proficient in using accounting software such as Xero, QuickBooks, and SAP. Possesses strong analytical, problem-solv