Xplan

Hello, Hi, I’m Monica, a Financial Planning Assistant with a year of experience helping advisors stay organized and focused. I usually work behind the scenes—preparing file notes from audio dictations…

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,…

Are you a landlord juggling tenants, maintenance, and rent collection? A busy executive overwhelmed by emails, scheduling, and admin tasks? Or an independent financial adviser struggling to keep clien…

Helping International Entrepreneurs Streamline Operations, Manage Finances, and Save Time with Accurate, Reliable Virtual SupportHi! I’m Hazen, a Virtual Assistant with 7+ years of experience in finan…

An enthusiastic and results driven Finance Professional with a Bachelor’s Degree in Business Administration major in Financial Management. I am an experienced Financial Planning Assistant with an expe…

** JUNIOR PARAPLANNER **- Develop comprehensive Statements of Advice (SoAs) and Records of Advice (RoAs), ensuring a high level of accuracy and compliance with regulatory requirements.- Use Xtools wit…

With excellent communication, organization, and problem-solving abilities, I excel at managing tasks efficiently and effectively. I'm technically proficient, adaptable, and dedicated to providing exce…

Senior Paraplanner working across the full spectrum of personal wealth management, and genuinely enjoying the detail most people scroll past. I support end-to-end advice delivery within a regulated fi…

*Collation and validation of employees timesheets.*Maintains payroll information by collecting, calculating, and entering data into the payroll system, as well as retrieving data when necessary.*Resol…

Hi, I’m Iny, a Financial Planning Assistant and Client Services Administrator with hands-on experience supporting Australian financial advisers with administrative and client service tasks.In my curre…

PROFESSIONAL SUMMARY • Experienced Financial Planning Assistant with over 7 years of combined experience in Australian wealth management support, banking, and financial services operations. • Highly…

I'm currently working as a Financial Planning Assistant for an Australian company, looking for a part time job. I'm an organized and detail-oriented professional with a strong foundation in financial…

A Senior Financial Planning Assistant providing remote support to advisers, with experience assisting in the preparation, analysis, and administration of client financial strategies. I work closely…

I have hands-on experience in administrative roles and tools. I am also willing to take on entirely new challenges. My goal is to become a valuable and dependable member of your team, providing suppor…

Proactive and dedicated accounting professional with diverse experience in property accounting, financial reporting, and client services across real estate, insurance, and financial planning sectors.

In my previous role as an Accounting Associate, I developed a strong understanding of financial processes and accounting systems. I have gained significant experience in managing financial records,…

I am a Senior Paraplanner to one of the biggest growing companies in Australia in terms of Financial Planning and this job has strings of connection with my Business Administration Degree. I prepare S…

I'm a dedicated Virtual Assistant with a strong work ethic and a passion for helping businesses grow and succeed.I am a detail-oriented and reliable professional offering bookkeeping, administrative s…

Versatile and detail-oriented Virtual Assistant and Remote Operations Specialist with strong experience in customer service, sales development, and administrative support. Skilled in managing client c…

Results-driven professional with extensive experience as a real estate virtual assistant and sales administrator. Skilled in property management, Airbnb coordination, telemarketing, appointment settin…

II have always held myself to a standard of excellence. Collaborating with both local and international teams has not only sharpened my professional skills but also deepened my passion for continuous…

Detail-oriented Administrative Virtual Assistant with a strong background in financial administration, purchasing and merchandising, healthcare customer service, and e-commercesupport. Skilled in emai…

Detail-oriented professional transitioning into the Australian Financial Planning sector. Leveraging 4+ years of experience in high-pressure administrative environments and full-cycle operations. Curr…

Qualified Paraplanner with a Bachelor’s Degree in Financial Management and a Diploma in Paraplanning. I support financial advisers with research, financial analysis, and preparation of financial plann…

I am a Licensed Civil Engineer and graduate of the University of Cebu, currently working as a Paraplanner at VBP, supporting financial advisers in preparing Statements of Advice (SOAs), conducting str…

I am a Financial Paraplanner with experience supporting Australian financial advisers through Xplan and preparing Statements of Advice (SOAs). I am detail-oriented, organized, and committed to produci…

A versatile and skilled individual with a combined length of more than two years of significant experience in administrative, account, and project management within the dynamic realms of engineering a…

Experienced and detail-oriented Client Services Officer and Virtual Assistant with over 7 years of professional experience in financial planning administration, client support, data analysis, and proc…

Dynamic and detail-oriented Virtual Assistant with expertise in administrative support and customer relations management. Proficient in data entry and marketing assistance, with a strong focus on enha…

Detail-oriented professional with over four years of experience providing administrative and virtual support in multicultural environments. Skilled in email management, calendar scheduling, documentat…

Detail-oriented and dependable administrative support professional with experience in data entry, document processing, and record management.Trained in Australian financial services administration wit…

With 5 years in the Australian Financial Planning industry, I began as a Financial Planning Administrator, advancing to a Paraplanner role within 7 months. I hold an Advanced Diploma of Paraplanning f…

Detail-oriented Support and Operations Specialist with strong workflow management, data accuracy, customer support. Experienced in streamlining processes.

A detail-oriented professional with experience as a Paraplanner for over 3 years and Client Service Officer supporting Australian financial planning firms. I specialize writing Statement of Advice (So…

Experienced Paraplanner seeking remote opportunities in paraplanning, accounting, taxation, bookkeeping, and other finance-related roles. Highly organized, detail-oriented, and committed to delivering…

I am a detail-oriented professional with over 4 years of experience in the BPO industry, specializing in customer service, admin stuff. I have worked as a Customer Service Representative and Fraud Ana…

Proactive and detail-oriented Business Administration graduate with hands-on experience in client database management, email handling, data entry, and meeting preparation. Skilled in using CRM platfor…

I am a psychology graduate with hands-on experience as a Virtual Administrator supporting Australian financial advisors. In my current role, I work with client records, financial review documents, and…

Verbal and written communication Flexible Active listening Patience Adaptability Responsible Teamwork Microsoft office

Results-driven Financial Planning Administrator and Client Service Professional with 4+ years of experience in financial services, administration, and client support. Skilled in handling superannuatio…

Detail-oriented and dedicated professional with nearly two years of experienceas a Financial Planning Assistant, providing comprehensive support to clientswith day-to-day administrative and service ne…

I am a Financial Planning Assistant specializing in the end-to-end administration and implementation of financial advice for Australian practices. Since 2024, I have focused on mastering the technical…

Are you looking for a reliable and detail-oriented VA to help with your financial admin, payroll, or funnel tasks? I can help you streamline operations so you can focus on growth.I specialize in:Payro…

I help businesses streamline operations, improve internal processes, and build systems that support sustainable growth. With experience supporting business operations across the United States, Austral…

I work both as financial paraplanner and admin for a BPO company in the Philippines that cater to Australian finance companies. I am exposed to XPLAN system doing data checking, corporate actions, etc…

Is skilled in Canva designs, posters, certificates, etc. Has a background in accounting and also in filing taxes, making financial statements, and other financial and accounting-related jobs. Currentl…

no skill summary

I am a seasoned financial planning strategist, I have a strong foundation in financial analysis, investment portfolio management, and financial forecasting. Proven ability to assess financial performa…

Manage day-to-day planning and operations of your team; Make sure that each of your Teammates delivers on his/her Service Level Agreements (SLAs) and achieves his/her Key Performance Indicators (KPI…

I am a skilled and reliable professional with experience as an Administrative Assistant and Senior Paraplanner. I have excellent organizational, communication, and problem-solving skills and can handl…

I know the basics of accounting. I am very keen on details. And I am also a fast typist. In my past job, i used microsoft excel.

Microsoft Office Suite (Excel, Word, Outlook)Google Workspace (Docs, Sheets, Gmail, Calendar)Calendar Management and Travel CoordinationData Entry and File OrganizationZoom, Microsoft Teams, SlacksExp…

I’m currently employed as a Client Service Manager. I work closely with Financial Planners, primarily supporting Financial Planning firms based in Australia.Over the years, I’ve gained solid experienc…

Detail-oriented and motivated Management Accounting graduate with a strong academic track record, graduating Magna Cum Laude and passing the two-part U.S. CMA exam with a combined score of 420/500. I…

DipFP

Knowledge about banking and loans; Australian Mortgage: • Data Entry (MyCRM) • ApplyOnline/Simpology • FileInvite • Lender call • Pricing/Repricing (Rate Review) • Serviceability calculato…

I work as an Admin Virtual Assistant and Data Entry Specialist, currently supporting an Australian financial planning client. My role focuses on keeping records accurate and organized through data ent…

As a Financial Planning Assistant and Client Services Officer with 5 years of experience, I play a pivotal role in supporting financial advisors and delivering exceptional client service. My primary r…

Seeking leverage acquired academic knowledge into effectively filling your office clerk position. A dedicated worker aiming to help achieve company goals and take on more responsibility as quickly as…

Curious by nature and precise by habit, I?m a Client Services Officer turned aspiring Data Analyst with a love for uncovering truths hidden in data. Having supported Australian Financial Planners with…

Experienced virtual assistant working as an executive assistant for a financial firm based in Australia. Proficient in managing calendars, emails, and common administrative tasks. My customer service…

Currently Senior Paraplanner with almost 4 years of experience supporting financial advisers in delivering compliant, and strategic advice documents.

I am a detail-oriented person who pays attention to the finer points and makes a deliberate attempt to consider causes rather than just effects, and it comes naturally to me. I’m great at using Micros…

I am a detail-oriented and highly organized financial planning assistant with a strong passion for helping clients achieve their financial goals. With a keen eye for accuracy, I excel in managing clie…

I've done some research activities and preparation of business plans and have skills in using SAP, XPLAN, Class Super, BGL Desktop, and BGL 360. I also have good skills using Microsoft Office.I'm resu…

I'm currently working as a Program Officer in the government (Anti Red-Tape Authority).I also have two years of experience as a remote Client Service Administrator for a financial adviser in Australia…

I have 3 years experience in retail auditing and 3 years as a Client Service Administrator in an Australian Financial Planning Industry.I am a dependable and hardworking professional with a strong sen…

I have brought over 12 years of diverse work experience across administrative and financial roles. I started my BPO job as a Property Administrative Assistant supporting an Australian client. In 2019,…

As a dedicated professional, I possess a strong background in effectively managing the responsibilities of the role assigned to me. I am keen on details, quick to adapt and learn. I am eager to contri…

Detail-oriented and client-focused professional with extensive experience supporting financial advisers across Australia. Skilled in managing client relationships, preparing documentation, and ensurin…

I’m Ella, working as both a Paraplanner and an Adviser Assistant. In my role, I make sure everything runs smoothly by supporting advisers with research, compliance, and client documentation, while kee…

Financial Planning Assistant with hands-on 2-year experience of supporting Licensed Australian Financial Advisers across client onboarding, general advice, KYC compliance, superannuation, and insuranc…

With comprehensive expertise in client services, my role encompasses everything from estate planning to debt management. My day-to-day responsibilities involve direct communication with clients, manag…

I have been in the outsourcing field for about 6 years already. I have been a Virtual Assistant for Australian Financial Firms. My main tasks were setting up for client meetings, creating their paperw…

Are you juggling a million tasks and finding it hard to keep your head above water?You’re definitely not alone. Many entrepreneurs get caught up in the nitty-gritty of running a business and lose sigh…

For the past 2 years and a half, I have worked as a Virtual Assistant for an Australian firm that provides great services for Financial Planners, handling various administrative tasks, managing emails…

Detail-oriented and reliable remote professional with 6+ years of experience in administrative support, social media management, and client communications. Skilled in handling international clients, c…

I am dedicated, detail-oriented, and a quick learner with a proven track record of success. I am motivated by challenges and I am always looking for new ways to improve. I am a team player and I am al…

I am a skilled 3D Designer and Visual Artist proficient in creating captivating renderings, floor plans, and visualizations. With expertise in software like AutoCAD and SketchUp, I excel at transformi…

ExperiencedParaplanner with a financial planning background. Highly organized, detail-oriented and committed to contributing to team success in a dynamic workenvironment. Skilled in generating detaile…

Reliable and detail-oriented paraplanner with 3 years of experience supporting financial advisers within the Australian financial planning industry. Proven ability to deliver compliant, high-quality a…

A year-long AU Financial Planning Assistant with expertise in managing email inboxes and DocuSign, organizing client files and documentation using Xplan, and creating review meeting forms, such as Adv…

Im currently working as a Financial Planning Assistant for more than a year now for an Australian client. Learning and work has been great and I get to balance both career and personal life. Im a Mark…

Paraplanner proficient in Xplan

As a Virtual Administrator and former student Office Assistant, I am adept at streamlining processes, managing information effectively, and providing reliable support. I aim to be known as a dependabl…

Josh's work experiences span various key responsibilities in US Bookkeeping (3+ years) and AU Paraplanning (3+ years). Josh is an experienced Paraplanner with over 3+ years of experience in providing…

I worked as a paraplanner for Australian advisers for the past nine years. As a paraplanner, I was responsible for writing Statement of Advice and Record of Advice, in line with the recommendations pr…

Dedicated and detail oriented paraplanner with a strong background in financial planning. Efficient in conducting in-depth analysis on insurance, super, and investments. Effective in providing support…

As a seasoned Senior Paraplanner with extensive experience utilizing Xplan software, I offer a unique blend of analytical prowess and client-focused dedication. My comprehensive understanding of finan…

Hi team!  This is Vanessa, an Admin Assistant, with almost 5 years of experience with an Australian financial firm based in Sydney and Melbourne. I am heavily experienced with Super, Pension, Investm…

Detailed-oriented professional with 8+ years of extensive experienced in providing exceptional customer service, administering customer transactions and promoting company offerings. Developing and con…

I am seeking Amazon virtual assistant roles where I can develop my knowledge and skills and, gain new experience. I can help boost Amazon store owners' profits by finding winning products, searching f…

I have experience working as a Financial Planning Assistant/ Client Services Officer with a can-do attitude. Below are the tasks that I am capable of performing for you: ????Send emails and use Xpl…