Executive Assistant | Admin Assistant

Verified

$7/hr

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Outline

Looking for Full-Time work (8 hours/day) at $7/hour

Bachelor's Degree

English proficiency Conversational

Professional Summary

Dedicated and detail-oriented Virtual Assistant with over 2 years of experience in the Financial Planning industry.

Skills & Experience

Skills

Office and Administration > Data Entry 2-5 Years

Statement of Advice forms preparation and Implementation 2-5 Years

Office and Administration > Microsoft Office 2-5 Years

Financial Planning > Product Research 2-5 Years

Office and Administration > Data analysis 2-5 Years

Project Management > Asana 2-5 Years

Office and Administration > Practice Ignition 2-5 Years

Experience highlights

Senior Administrative Assistant

Vital Business Partners · October/2024 – /

Acted as the main point of contact for clients and superfunds to gather information, provide updates, and deliver quality service.
Handled meeting bookings, prepared relevant documents and reports, and ensured everything was ready ahead of client meetings. Managed incoming communications and maintained accurate client records in AdviceOS.
Carried out implementation tasks such as preparing and submitting application forms. Followed up with superfunds and tracked application progress.

Administrative Assistant

Vital Business Partners · October/2022 – Present

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