Shiela A. Profile

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$10 USD / time

makati,

philippines

$10 USD / time

Det er for øyeblikket 11:46 p.m. her

Ble med september 16, 2018

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Shiela A.

@shielafreelancer

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(0 omtaler)

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$10 USD / time

makati,

philippines

$10 USD / time

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Gjenansettelsesrate

Accounting / Financial Planning / Data Entry

I have experience in financial planning, accounting, data entry and admin. I am familiar with a variety of software and system, including Microsoft Office, Adobe, Slack, Asana, XPLAN. I have great attention to detail, strong ability to meet deadlines, and can work with minimal supervision. .

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Erfaring

FINANCIAL SERVICES COMPANY

aug. 2015 - Nå

Duties and Responsibilities: - Assist broker in the loan process. - Ad hoc backup administrative support. - Prepare Statement of Advice. - Prepare projections for clients. - Communicate with the financial advisers (e.g call or email) for the provision of advice to clients. - Ensure that the document plans are in line with compliance standards. - Assisting in the collection of supporting documents for adviser’s strategic advice. - Complete insurance and super research as requested by the adviser.

FINANCIAL SERVICES COMPANY

jun. 2014 - aug. 2015 (1 år, 2 måneder)

Duties and Responsibilities: - Prepare Statement of Advice. - Prepare projections for clients. - Communicate with the financial advisers (e.g call or email) for the provision of advice to clients (confirm financial strategies, clarify questions and concerns, request for additional documents as required). - Search additional information regarding current and recommended products. - Ensure that the document plans are in line with compliance standards.

PYROTECH SOLUTION & INTEGRATED SERVICES CORPORATION

nov. 2013 - jun. 2014 (7 måneder, 1 dag)

Duties and Responsibilities: Accounts Receivable Other Responsibilities - Assist in preparation of Balance Sheet and Income Statement - Assist in making internal policies within the department. - Perform any other related tasks as required