An aspiring Virtual Assistant with experience in providing high qualitycustomer service and to assist the management in daily administrativeand client handling tasks saving them more time for strategic -----------nior Client Service Administrator · An expert on XPLAN· A working knowledge of the day-to-day operations of a
financial planning business · A significant understanding of investments and/or
insurance · Great communication skills· Motivated to work virtually and meet deadlines· Very process driven · Enjoy being part of a progressive team . Passion about continuous development
