Hi, welcome to my Profile! ?
???? Financial Planning Assistant Extraordinaire
???? Skilled in Adviser Support, Client Management, and Compliance
? Expertise in Xplan, SOA/ROA preparation, Portfolio Administration
???? CLIENT SERVICE & ADMINISTRATIVE SUPPORT
???? Advice Implementation:
I help financial advisers turn strategy into reality by preparing SOAs, ROAs, and supporting documents with 98?curacy. From coordinating product applications to ensuring compliance, I streamline the process so advice is delivered seamlessly.
???? Client Relationship Management:
With a client-first mindset, I manage 30+ weekly client queries, ensuring prompt resolutions and smooth onboarding. I provide follow-ups, organize reviews, and maintain CRM records so no client falls through the cracks.
???? Compliance & Data Accuracy:
Compliance is non-negotiable in financial planning. I maintain accurate records in Xplan and ensure zero audit exceptions by monitoring file notes, documentation, and transaction history.
????? TOOLS I WORK WITH TO SCALE ADVISER PRODUCTIVITY
CRMs & Financial Planning Software
? Xplan
? Zoho Desk
? Keap
Communication & Collaboration
? Slack
? Zoom
? Microsoft Teams
? Google Suite
Productivity & Admin Tools
? Microsoft Excel, Word, PowerPoint
? Google Drive, Sheets, Calendar
? Calendly
???? KEY VALUE I BRING
???? Improved adviser efficiency by freeing up 10+ hours weekly through streamlined workflows
???? Reduced advice turnaround time by 20% with proactive coordination
???? Ensured zero audit exceptions during compliance reviews
???? Consistently achieved 95%+ client satisfaction scores
? Whether it’s ensuring compliance, preparing advice documents, or creating an exceptional client experience, I’m here to keep financial advisers focused on advice — while I handle the rest.
Verified
