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Lady Gene T.

General, Compliance and Financial Plannning Assistant

Verified
$5/hr

Outline

Looking for Part-Time work (4 hours/day) at $5/hour

Bachelor's Degree

English proficiency Fluent

Professional Summary

As Senior Financial Planning Assistant & Compliance Officer. I manage inboxes, coordinate calendars and appointments, prepare and track documentation, and keep client records accurate and up to date. My background also includes front-facing client coordination and sales reporting roles that sharpened my attention to detail and comfort working directly with clients under time-sensitive conditions.

Skills & Experience

Skills

Financial Account Back Office 2-5 Years
5-10 Years
Regulatory Compliance 2-5 Years
Meeting Coordination 5-10 Years
- Customer Service 5-10 Years
Design > Adobe > Photoshop and Photo Lightroom > Premiere Pro > After Effects > Canva > Google Suites > Microsoft Office 5-10 Years
Office & Administration > Data Entry > Microsoft > Document > Customer Service > Georgias > Shopify > Slack 2-5 Years
Client Relationship Management 5-10 Years
Google Workspace 2-5 Years
- Zoom 2-5 Years
Client & Account Management 5-10 Years

Experience highlights

Deli Attendant
La Vie Parisienne · January/2026 – Present
Advised clients on wine and pastry selections. Managed daily sales reporting and cashiering. Oversaw inventory management, product requests, and store replenishment.
Senior Financial Planning Assistant & Compliance Officer
VBP Back Office Solutions · January/2022 – Present
Supported financial advisers with client account management, meeting prep, documentation, calendar/inbox admin. Transitioned to Compliance Officer role supporting regulatory processes. Coordinated implementation across accounts.
Front Desk Officer
Gan Advanced Osseointegration Center · March/2018 – Present
First point of contact for patient inquiries. Coordinated surgeon/dentist schedules. Managed daily sales reporting and business permit renewals. Guided patients through treatment requirements.
Sales Consultant
Bioessence (Facial, Slimming & Spa) · February/2017 – Present
Advised clients on facial, slimming, and massage treatments. Recommended beauty products. Consistently met daily sales quotas while maintaining strong client relationships.
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