Overview
Looking for part-time work (4 hours/day)
at $4.00/hour ($352.00/month)
Bachelors degree
Last Active
November 27th, 2024 (today)
Member Since
July 26th, 2022
Profile Description
Work as a Client Services Associate | Financial Planning Assistant to Financial Planner based in Australia. My task is to provide back-office administrative support to a financial advisor. I set-up clients data in CRM. Conduct product research which involves callings various financial platforms for enquiry and research. Organize client's meeting calendar and responds to
Top Skills
Other Skills
Basic Information
- Age
- 33
- Gender
- Female
- Website
- Sign Up with Pro Account to View
- Address
- Laguindingan, Misamis Oriental
- Tests Taken
- IQ
- Score: 86
- DISC
- Dominance: 35
- Influence: 28
- Steadiness: 30
- Compliance: 7
- English
- C1(Advanced)
- Government ID
- Sign Up with Pro Account to View
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