I have four years of experience working as a financial planning assistant and implementation officer for multiple Australian financial planning firms. I have provided virtual support to financial advisers and clients in various aspects of financial planning, such as:
• Preparing and updating financial plans, fee disclosure statements, and product disclosure statements using Xplan software.
• Implementing financial strategies and recommendations, such as opening accounts, transferring funds, and placing trades.
• Liaising with product providers, fund managers, and third-party administrators to ensure smooth and timely execution of transactions and requests.
• Conducting research and analysis on financial products, markets, and regulations using Morningstar, Lonsec, and other sources.
• Maintaining and updating client records, files, and databases using Microsoft Office, Google Drive, and Dropbox.
• Handling client queries and correspondence via email, phone, and Zoom.
I have excellent communication, organizational, and problem-solving skills. I am proficient in English and have a keen attention to detail. I am also adaptable, reliable, and self-motivated. I enjoy working in a fast-paced and dynamic environment and learning new things. I am passionate about helping clients achieve their financial goals and objectives.
