Hire top-tier Financial Planning experts

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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.

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"!

Assisting financial advisors and planners with their advice to clients and this includes preparation of Advice Documents, Implementation, Research, and Data Entry.

Highly skilled Financial Planning Assistant with nearly three years of remote experience at a private wealth management firm in Horsham, Victoria. Adept at managing client scheduling, file organization, and providing comprehensive administrative support. Proven expertise in coordinating client appointments using Google Calendar, Microsoft Teams, and Outlook, and efficiently managing client files and documentation with financial planning software such as FIN365.Experienced in drafting review summ

Knowledge in basic accounting, financial analysis and administrative.

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

I have Accounting, Cash Management, Budgeting, Financial Analysis, Auditing and Bookkeeping experience. I am also a Certified Public Accountant (CPA) and proficient in using QuickBooks and Xero Accounting Software.

I am a consistent Top Performer in my team because I know how to manage my time properly. I am highly trainable and flexible. I am very keen when it comes to details, very reliable and hardworking.

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