Aileen
Financial Planning Assistant / Client Services Manager
With Timeproof
Overview
Looking for full-time work (8 hours/day)
at $5.67/hour ($1,090.91/month)
Bachelors degree
Last Active
February 19th, 2026 (129 days ago)
Member Since
June 29th, 2025
Profile Description
I am a dedicated and detail-oriented professional with over 3 years of experience working with an outsourcing company supporting Australian Financial Advisers.
In my current role, I specialize in preparing and implementing Statements of Advice (SOA), conducting thorough data research, and managing a variety of administrative and ad hoc tasks.
My strong understanding of the financial planning process, combined with my ability to work independently and efficiently, allows me to deliver accurate and timely support to advisers. I take pride in maintaining a high level of professionalism, organization, and commitment to quality in everything I do.
I’m now looking to bring my skills and experience to a remote opportunity where I can continue providing excellent support and contribute to a team’s success.
Top Skills
Accounting » Financial Accounting » Planning
Experience: 2 - 5 years
Financial planning assistant
Office and Administration
Experience: 2 - 5 years
Virtual Assistant
Experience: 2 - 5 years
Australian Financial Adviser Assistant
Other Skills
Basic Information
- Age
- 27
- Gender
- Female
- Website
- Sign Up with Pro Account to View
- Address
- Tests Taken
- None
- Government ID
- Sign Up with Pro Account to View
“I had this VA that I could turn things over to made it a lot easier”
Kyle Mckenna
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