Record of Advice Capable Virtual Assistant | Financial Planning VA | Xplan · Salesforce · Compliance | KPI Analysis & Process Improvement
Financial planning specialist and Industrial Engineering graduate currently working remotely for an Australian financial advisory firm, where I prepare Records of Advice, manage compliance documentation, and support advisers across superannuation, pension, investment, and insurance.
Promoted from Virtual Administrator to ROA Specialist within my first year, I lead a team of 4 VAs and work directly with licensed financial advisers — handling Xplan CRM, Salesforce, provider communications, and pre-meeting preparation for high-value client accounts.
Beyond finance, I bring a strong operational background: KPI analysis, process improvement, quality auditing, DMAIC, and cross-functional team leadership from my time as a Site Industrial Engineer.
C1 Advanced English (EF SET certified) · Lean Six Sigma White Belt · IBM Professional Skills
