Hire top-tier Financial Planning experts

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.

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

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.

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

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

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

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.

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

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.