I have been and currently serving as a Virtual assistant for Australian financial advisers for 8 years and counting now. Lists of my tasks I have mastery of includes customer support, taking calls, preparing forms and documents for client meetings.
Experience: 5 - 10 years
Virtual assistant for Australian Financial planners & Paraplanners for 8 years and counting. End-to-end mastery of the process from data collection up until implementation.
Experience: 5 - 10 years
Virtual assistant for Australian Financial planners & Paraplanners for 8 years and counting. End-to-end mastery of the process from taking product calls and rundowns, managing emails and replying to providers for follow ups, etc.
Experience: 5 - 10 years
Virtual assistant for Australian Financial planners & Paraplanners for 8 years and counting. End-to-end mastery of the process from data collection up until implementation.
Experience: 6 months - 1 year
I have a relevant experience in Academic writing for International students in Australia. This includes academic paper for Thesis, research, taxation, or basic homeworks, etc.
Experience: 1 - 2 years
Virtual assistant for Australian Financial planners & Paraplanners for 8 years and counting. I have a brief experience in creating video/slide presentations for client conference using Camtasia and Powtoons, managing email blast for clients through MailChimp. Editing videos and infographics in Canva.
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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