Vina

AU Financial Planning Assistant

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Overview

Looking for full-time work (8 hours/day)

at $4.61/hour ($872.74/month)

Bachelors degree

Last Active

June 13th, 2026 (6 days ago)

Member Since

June 3rd, 2020

Profile Description

I have been a Client Services Officer supporting Australian financial advisers since 2024, where I was responsible for the end-to-end process of advice implementation. I specialized in executing financial advice as prescribed in Statements of Advice (SOAs) and Records of Advice (ROAs). My day-to-day responsibilities includes preparing, lodging, and tracking superannuation applications, rollovers, investments, and withdrawals. I am also highly proficient with industry-standard Australian platforms, including North, Netwealth, Macquarie, and Australian Retirement Trust.

I have also experience using Salesforce and Worksorted. I am a fast learner and a detail-oriented person who is willing to learn new skills when required.

Top Skills

Office and Administration » Transcription

Customer Support » Phone Support » English Speaking

Experience: Less than 6 months

Accounting » Financial Accounting » Financial Planning

Experience: Less than 6 months

Other Skills

Accounting » Bookkeeping

Accounting

Office and Administration » Translation

Office and Administration » Microsoft Excel

Basic Information

Age: 25

Gender: Female

Website: Sign Up with Pro Account to View

Address: City of Naga, Cebu

Tests Taken: IQ
Score: 125: English
B2(Upper Intermediate)

Government ID: Sign Up with Pro Account to View

“For years, I maxed out my hours, got burnt out, and the quality of my work would start to go down. I decided to take the leap, hire correctly, and now it frees up my time to focus on growing the business.”