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Patrick G.

Administrative Assistant/Executive Assistant

Verified
$6/hr

Outline

Looking for Full-Time work (8 hours/day) at $6/hour

Bachelor's Degree

English proficiency Fluent

Professional Summary

An adaptable Accountancy professional with practical experience in financial advisory support, administrative assistance, and team leadership. Excellent at balancing detailed analytical tasks like bookkeeping and document preparation with strong interpersonal skills developed through extensive community mentorship.

Skills & Experience

Skills

Document Preparation (Google Docs, MS Word) and Spreadsheet Management (Google Sheets, Excel) 6 Months to 1 Year
Attention to detail and accuracy 6 Months to 1 Year
Data entry , Email and calendar management Scheduling appointments and meetings , file organization ,Travel planning and coordination Less than 6 Months
Paraplanner Less than 6 Months

Experience highlights

Paraplanner
Solara Wealth · November/2025 – Present
As a Paraplanner at Solara Wealth, I prepared comprehensive financial plans and Statement of Advice (SOA) documents covering investments, insurance, retirement, and estate strategies. I also liaised directly with clients to gather financial information, update records, and ensure accurate data entry.
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