Hire top-tier Financial Planning experts

Josh's work experiences span various key responsibilities in US Bookkeeping (3+ years) and AU Paraplanning (3+ years). Josh is an experienced Paraplanner with over 3+ years of experience in providing essential support to Australian Financial Adviser in preparing and writing strategic Statement of Advice and Record of Advice in relation to the below key areas:- Personal Insurance - Investments (Bonds, TD, SMAs, Model Portfolio, ETFs & Shares, Managed Funds)- Deb

Client Services Manager and Experienced Financial Planning and Accounting Admin with a demonstrated history of working in the financial services industry. Skilled in Microsoft Word, WordPress, Accounting, Financial Planning, and Cooperation. Strong finance professional with a Bachelor of Science focused in Management Accounting from University of San Carlos.

Hello! I am your dedicated General Virtual Assistant, and my mission is to bring efficiency and organization to your daily tasks, allowing you to reclaim your most precious resource: time. Together, we can streamline your work, boost your productivity, and elevate your success.

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

- over 3 years virtual assistant experience in a Financial planning business that is based in Australia.- More than 2 years customer service experience handling the leading Telecommunication Company in Australia.- More than 1 year experience as a travel associate in the biggest travel website in the US.

I’m a financial analyst with experience in budgeting and forecasting for various programs. If you need insights for decision-making, performance analysis, or cost management, I’m here to help! I love turning data into insights that support better team decisions. I also have experience in leadership roles within operations and quality management, where I managed medical accounts and provided customer support in healthcare. This background gives me a strong understanding of the industry’s unique

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

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

Microsoft Word, Excel, Product Research, Data EntryBookkeeping, Customer Service

Customer service and client relationship professional with extensive experience ininbound/outbound calls, client service management, onboarding, and sales. Adept atunderstanding 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 and US businesses. Passionate about delivering exceptional customer experiences and foster