Hello there, my name is Grant. I am a Senior Paraplanner & Administrative Assistant with almost 5 years of experience working mainly on Data Entry and Administrative Tasks.
I am an experienced Financial Planning / Administrative Assistant with almost five years' worth of experience developing/generating insurance advice documents for clients that fulfill their current objectives, managing data with CRM platforms, and performing general administrative roles . I am also well acquainted with the various CRM platforms, Google Suite, Microsoft Office, and Third-Party Applications such as (Adobe Acrobat, Photoshop, Teams, Zoom)
My previous experiences also include being a Lead Paraplanner, working on form preparation and development, data entry, data analytics, market/product research, and I have worked with tools such as Xplan, PlutoSoft and Salesforce with this role.
I have also worked as a Technical Support Representative responsible for handling customer complaints and resolution.
With my previous practices, I have developed myself to be independent, patient, flexible, and resourceful and further my determination and ability to adapt to any challenges given to me. Working with a team has also taught me the value of teamwork which I consider one of my best attributes.
My current skills have allowed me to develop my knowledge, and I am still seeking to enhance my existing skills and create new ones inside and outside my area of expertise.
I am looking forward to sharing my expertise with you and discussing how I can prove a good fit for your business.
Talk soon,
Grant
