Virtual Assistant

Verified

$7/hr

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Outline

Looking for Full-Time work (8 hours/day) at $7/hour

Bachelor's Degree

English proficiency Conversational

Professional Summary

Detail-oriented and reliable aspiring Virtual Assistant with strong organizational skills and a willingness to learn and grow.

Skills & Experience

Skills

Good communication, problem solving, attention to detail, and resourefulness. Less than 6 Months

Experience highlights

Paraplanner

Qwrk Outsourcing · March/2021 – Present

• Review Files (Fact Find, Paraplanning Request etc)
• Prepare Strategy Confirmation for adviser (Queries and other clarifications from adviser’s end)
• Modeling of current and recommended scenarios using Xplan
• Do the WealthSolver, Risk Research (if needed since I was an adhoc PP in my previous company)
• Generate document; and
• Prepare Statement of Advice (SoA) or Record of Advice (RoA)

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