Dental Biller/Financial Planning Assistant/Paraplanner

Overview

Looking for part-time work (4 hours/day)

at $4.99/hour ($480.00/month)

Bachelors degree

Last Active

June 20th, 2026 (6 days ago)

Member Since

September 10th, 2024

Profile Description

Hello, my name is M. I have been working as a Virtual Assistant for the past six years, with my most recent role at Koruna Assist.
In this role, I was responsible for supporting our CEO with daily meetings, managing their mailbox and calendar for client appointments, and handling various tasks such as client onboarding, invoice and billing preparation, and updating client information for advice review completion.
My colleagues have often described me as a reliable team player who consistently delivers high-quality results. I pride myself on being approachable and always willing to assist my coworkers with specific tasks or client-related issues that require my expertise.
I specialize in Client Data Management, Advice Preparation, Cashflow Modelling, and maintaining a strong attention to detail.