OnlineJobs.ph Logo

Hire top-tier Financial Planning experts

There are 100+ Financial Planning experts you can hire. Find the skills you need.

Home»Accounting»Financial Accounting»Financial Planning
Loraine
80
ID PROOF
Loraine

Financial Planning | Property Management | Admin | Customer

Looking For
Part-time work (4 hours/day) at $6.00/hour ($528.00/month)
Education
Associates degree
Last Active
Today
Profile Description

I've been working as a financial planning assistant for the past year and have over two years of expertise in real estate administration, specifically in property management. In addition, I have five years of experience in customer service.

Ulysis
70
ID PROOF
Ulysis

Senior Financial Planning Specialist

Looking For
Part-time work (5 hours/day) at $9.00/hour ($990.00/month)
Education
Bachelors degree
Last Active
Today
Profile Description

I'm a bookkeeper/accountant with 10 years experienced providing my services for bookkeeping, handling day to day office transactions

Top Skills
    Richard
    70
    ID PROOF
    Richard

    Financial Planning Admin |Quality Analyst

    Looking For
    Part-time work (6 hours/day) at $6.00/hour ($792.00/month)
    Education
    Bachelors degree
    Last Active
    Yesterday
    Profile Description

    I worked for a BPO company for 6 years, holding positions as a Customer Service Associate, Subject Matter Expert, and Quality Analyst. My responsibilities included handling inbound/outbound calls, managing emails, auditing for excellent quality service, and generating weekly/monthly reports.

    CHRISAL
    80
    ID PROOF
    CHRISAL

    Financial Planning Assistant/ Paraplanner Assistant

    Looking For
    Full-time work (8 hours/day) at $8.00/hour ($1,408.00/month)
    Education
    Bachelor of Science Major in Accountancy
    Last Active
    Yesterday
    Profile Description

    Client Services Officer | Financial Planning Assistant | Paraplanning SupportWith over 8 years of hands-on experience in the Australian financial planningindustry, I specialize in working alongside Financial Advisers and ClientService Managers to streamline processes and enhance client satisfaction. Mykey skills include:Financial Planning Assistant Role:Organizing and compiling comprehensive meeting packs for client strategy and advice presentations, ensuring

    Jeanen
    85
    ID PROOF
    Jeanen

    Administrative / Financial Planning Assistant

    Looking For
    Part-time work (4 hours/day) at $7.60/hour ($668.80/month)
    Education
    Bachelors degree
    Last Active
    Yesterday
    Profile Description

    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

    Ryan
    60
    ID PROOF
    Ryan

    Analytics & Data Analysis Data Mining & Reporting Scheduling & Calendar Management Client Services & Customer Support Workforce Management (IEX, CMS, Aspect) Email & Task Management Business Communication (Memos, Meeting Minutes, Transcription) Financial & Cost Analysis Report Creation (Excel, Google Sheets, Power BI) Strategic Planning & Forecasting Microsoft Office Suite (Excel, Word, PowerPoint) Google Workspace (Docs, Sheets, Slides) Presentation & Document Preparation Multi-tasking & Deadline Management Problem-Solving & Decision-Making Administrative Support & Organization

    Looking For
    Part-time work (4 hours/day) at $4.00/hour ($352.00/month)
    Education
    High school diploma
    Last Active
    Yesterday
    Profile Description

    Highly Skilled Virtual Assistant with Over a Decade of Experience in Client Support With over ten years of experience in customer service and administrative support, I specialize in providing top-tier assistance to international clients. I have strong communication skills—both written and verbal—and excel at handling professional interactions with efficiency and clarity. As a self-starter with a strong sense of urgency, I thrive in fast-paced environments where multitasking, prioritization, an

    Lito
    80
    ID PROOF
    Lito

    Financial Planning and Analysis Supervisor

    Looking For
    Part-time work (4 hours/day) at $4.00/hour ($352.00/month)
    Education
    Post-graduate degree (Masters, Doctorate, etc.)
    Last Active
    2 days ago
    Profile Description

    Communicative Financial Planning Analyst with 5 years of experience in accounting and analysis reporting. Proficient in oracle software and Microsoft software. Ethical and meticulous professional with extensive knowledge of bookkeeping, financial statement preparation, budgeting, OPEX and inventory reports. Committed to producing desirable results with minimal or zero supervision.

    Justine
    90
    ID PROOF
    Justine

    Multi-Skilled VA | GoHighLevel |Financial Planning Assistant

    Looking For
    Full-time work (8 hours/day) at $6.00/hour ($1,056.00/month)
    Education
    Bachelors degree
    Last Active
    2 days ago
    Profile Description

    Feeling overwhelmed by admin tasks, tech setups, or project management? You’re not alone. Many business owners spend too much time on operations and not enough on growth. That’s where I come in.I’m a highly versatile Virtual Assistant with expertise in automation, CRM tools, project management, and course creation. My goal? To help you reclaim your time by streamlining workflows, managing systems, and automating processes.What I Can Help You With:-CRM & Automation: GoHigh

    John
    70
    ID PROOF
    John

    Financial Planning Assistant, Virtual Assistant & Data Entry

    Looking For
    Part-time work (4 hours/day) at $5.00/hour ($440.00/month)
    Education
    Bachelors degree
    Last Active
    3 days ago
    Profile Description

    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"!

    Companies Trust Us

    51 TalkSpeedoGoogleUberCanvaABS CBN

    How It Works

    Post a Job or Search Resumes

    Post a Job or Search Resumes

    Proactively look for staff with the skills you need or let talented workers apply for a job.

    Find the Perfect Staff Member

    Find the Perfect Staff Member

    Get applicants in as fast as 24 hours. Communicate via email, interview, and offer them a job.

    Hire and Manage

    Hire and Manage

    Manage work hours of your staff through Timeproof, and easily pay them via PayPal or Payoneer.