Melgin

Virtual Assistant | Client Services Officer | Financial Planning Assistant

Verified

With Timeproof

Overview

Video Introduction

Looking for Any work (0 hour/day) at $7.45/hour ($0.00/month)

Educational Degree

Bachelor's degree

Availability

Any

Portfolio / Website

https://www.linkedin.com/in/melgin-capute-6b5225b0?utm_source=share_via&utm_content=profile&utm_medium=member_ios<br>

Top Skills

Data EntryOrganizationXplan

Last Active

July 16th, 2026 (9 days ago)

Member Since

February 27th, 2023

"Some...have been around for about 2 years with us now!"

Spencer Carlson

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About

I am a Client Services Officer with paraplanning experience in the Australian financial planning industry.Proven ability to manage client administration, prepare and implement advice recommendations, coordinate with product providers, and maintain compliance standards.