Dear Sir/Madame,
Having achieved my Kaplan Professional Diploma of Financial Planning, I have acquired a extensive of knowledge and skills in subjects including financial investment, accounts payable / receivable, superannuation/pension, insurance, tax reduction and administration services.
Additionally, I have worked for the past 10 year as an Financial Adviser Personal Assistant. I was Virtual assistant of financial adviser in Australia as well. With a strong foundation in the principles of finance, my complementary communication and time management abilities allow me to achieve in this challenging field.
Highlights of my background include:
• Preparation Statement of Advice (Paraplanner)
• Preparing client review statements and information, including performance reports
• Generate client account reports and documents for service meetings
• Analyze client investment portfolios
• Submitting new business and following through to completion stage – pensions/investments/protection and fund switches
• Dealing with new and existing business via online systems/platforms
• Extensive use of XPLAN (IRESS) software
• Ad-hoc business related excel reporting
• Preparation of Fund's report
• Pproficiency in financial research and in-depth data analysis of clients investment portfolios.
• Proficiency in Microsoft Word, Excel, PowerPoint, QuickBooks, etc.
Thank you