Chebbie

General Virtual Assistant, Financial Planning Virtual Assistant

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Overview

Looking for any work (5 hours/day)

at $5.82/hour ($700.00/month)

Associates degree

Last Active

June 25th, 2026 (2 days ago)

Member Since

April 8th, 2026

Profile Description

Virtual Assistant with over 4 years of experience, including 2 years supporting Australian financial planning teams.

Top Skills

Accounting » Financial Accounting » Planning

Experience: 2 - 5 years

Assis in preparing client financial profiles to support retirement planning needs

Office and Administration » Administrative Support

Experience: 2 - 5 years

Assist in ad hoc tasks required by clients daily.

Office and Administration » Client Relationship Management

Experience: 2 - 5 years

Assisting in client onboarding, including gathering and organizing financial information

Other Skills

Office and Administration » Data Entry

Experience: 1 - 2 years

Ensuring all customer information is entered correctly in the main CRM.

Customer Support » Customer Service » Payment Processing

Experience: 1 - 2 years

Assist in generating invoices and processing payments.

Office and Administration » Executive Assistance

Experience: 2 - 5 years

Providing administrative and organizational support to managers or executives, including scheduling, coordinating meetings, handling documents, managing communications, and assisting with daily operations

Basic Information

Age: 35

Gender: Female

Website: Sign Up with Pro Account to View

Address

Tests Taken: IQ
Score: 83: DISC
Dominance: 4%
Influence: 15%
Steadiness: 40%
Compliance: 41%

Government ID: Sign Up with Pro Account to View

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