Justice
Financial Planning Admin|Client Service Officer | XPLAN
Verified
With Timeproof
Overview
Looking for part-time work (4 hours/day)
at $8.26/hour ($800.00/month)
Associates degree
Last Active
March 5th, 2026 (95 days ago)
Member Since
September 28th, 2024
Profile Description
Dynamic and detail-oriented Virtual Assistant with expertise in administrative support and customer relations management. Proficient in data entry and marketing assistance, with a strong focus on enhancing customer support. Experienced in utilizing XPLAN, MyNorth and HUB24 to drive effective financial advise assistance campaigns. Committed to providing exceptional service, optimizing workflows, and ensuring client satisfaction. Adept at managing multiple tasks in fast-paced environments while maintaining a high level of accuracy. Ready to contribute to your team’s success with a proactive approach and a dedication to delivering results. Let’s connect to streamline your operations!
Top Skills
Office and Administration » Data Entry
Experience: 2 - 5 years
Accounting » Financial Accounting » Xplan
Experience: 1 - 2 years
Other Skills
Accounting » Financial Accounting » Financial Planning
Experience: Less than 6 months
Admin tasks on client Finance management
Customer Support » Insurance » Prior Authorization
Experience: 6 months - 1 year
Skills and knowledge on US-based insurance policies.
Basic Information
- Age
- 27
- Gender
- Female
- Website
- Sign Up with Pro Account to View
- Address
- Cebu City, Cebu
- Tests Taken
- DISC
- Dominance: 37%
- Influence: 17%
- Steadiness: 16%
- Compliance: 30%
- Government ID
- Sign Up with Pro Account to View
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