Hire top-tier Investment Research experts

Professional ExperienceProject Manager2023 - 2024Website Design, Development and Data Entry• Overseeing web design projects• Managing web development tasks• Handling data and inventory management• Using Figma for design work• Utilizing UsePastel for feedback and collaboration• Managing projects with ClickUp• Using Hubspot for client relationship management• Operating Shopify for e-commerce solutions• Conducting c

Client Communication. Handling initial client inquiries, schedule appointments, and follow up on client requests.Most tasks of the day involve answering phone calls, responding to emails and managing the adviser’s calendar.Document Preparation. Assist in preparing client reports, financial plans, presentations, and other documents.Mostly, my job is more on the Research Team specifically, managing client’s Investments and Super. This mightinvolve formatting documents, proofreading and ensur

???? Overview Hi there! You can call me Khim. I’m a versatile, results-driven professional with over 7 years of experience in customer service, cold calling, appointment setting, and virtual assistance. I pride myself on my ability to adapt quickly, communicate effectively, and provide exceptional service that not only meets but exceeds client expectations. If you're looking for someone who is organized, efficient, and passionate about helping businesses grow, I’m here to assist! ???? Wh

I believe data plays a very important role in any organization and I know how to manage the data. Skills and Strengths: • Data Entry • Data Research• Data Analysis• Product Data Entry • Administrative Support• Data Accuracy• Time Management• Multiple Project HandlingTools I used:• Microsoft Product• Zendesk•MOJO• PODIO CRM• DIALPAD• ZILLOW I am passionate about my profess

Strategic Coordination: Experienced in coordinating schedules, projects, meetings, and other tasks to provide comprehensive support.Management Proficiency: Skilled in email management, calendar management, travel management, meeting management, project management, event planning, and written communication.Organization and Detail Orientation: Well-organized and detail-oriented.Sales Training: Actively involved in training salespeople to enhance marketing techni

Hi, I’m Marites!I’m a Marketing Assistant, Certified Google Ads Manager, Social Media Manager, and Landing Page Designer with a passion for driving growth and results. From social media management to lead generation, appointment setting, and admin tasks, I’ve got your back! I’ll handle your social media initiatives, deliver targeted leads, and help increase your conversions and revenue, giving you more time to focus on growing your business stress-free. Let’s team up and turn your marketin

As a Senior Research Analyst, I handle all the escalations and help the research analysts need in handling metadata specifically in investment funds. Provides timely updates between sensitive client requests and content managers. Although trained in internal company-specific software, I was able to optimize workload through excel skills. Now, I am willing to learn or upgrade my knowledge by diving into different kinds of work involving new software available in the market such as R, Phyton, Powe

Quality matters! Quality leads!I am a trained and skilled computer enthusiast passionate about providing high-quality support and services. I am strongly dedicated to taking on any assigned tasks and always stay attentive to learning the latest and most updated materials. I strive to improve my skills and work to the best of my ability.Services I offer:**GOOGLE AND META ADSDesign and manage targeted ad camp

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Hello, I'm Martin Gonzales, 25 years old living in the Philippines. I'm a certified Xero advisor & Xero Payroll. I'm proficient in using Xero and Hubdoc applications including familiarity with the Australian GST, payroll process and tax lodging via Xero. I got hands on experience from BookSenz / Omega One consultants which is a bookkeeping and BAS/IAS lodging business provider in Australia, while I was employed there. I do have a background understandin