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Virtual Executive Assistant to Financial Adviser

Hi I am looking for a virtual assistant to replace one that has decided to pursue a different career (on their terms). I am a financial advisor based in Queensland in Australia with a small business looking after around 50 ongoing service clients and many more insurance clients. While we are a small business we do keep busy and provide a high level of service to our clients.

I am looking for somebody who is intelligent speaks near-perfect English perhaps from the Philippines or Vietnam etc. Experience in Australian financial services is an advantage, but not essential. An accountant might be a good fit for the role.

Typical jobs include:

• keeping me accountable to my calendar and scheduling time for me to complete tasks (being the boss of me essentially)

• Writing meeting file notes

• Writing blog posts for websites

• Composing email newsletters to clients

• Using complex software to create financial advice documents

• Insurance research and quoting using tools

• Investment product comparisons

• Updating wording in advice document templates

• Calling product providers for information

• Recording all interactions for a complete client file (tells a story about why we did what we recommended)

• Using Monday as project management tool

• Social media posts

• Following advice production process

• Asking questions when unsure what something means or what needs to be done

• Implementing investment and insurance recommendations and following and updating until completed

• Management skills are important to keeping tasks on track

• Answer phone calls when I am in meetings

Basically, lots of complex admin tasks, don’t expect you to know everything right away, happy to train but you need to be able to learn and want to advance.

Info about financial advice in Australia

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Looking for 30-40 hours per week, 9 am -5 pm in my GMT+10 time zone. You will need to have a decent computer and internet connection, webcam, I can supply software and logins via Lastpass.

Kĩ năng: Kế toán, Trợ lí trực tuyến, Tài chính, Nhập liệu, Kế hoạch Tài chính

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Về Bên Thuê:
( 1 Nhận xét ) NORTH TOOWOOMBA, Australia

ID dự án: #30959722

30 freelancer chào giá trung bình $11/giờ cho công việc này

mohamedBJ

Hi I am an experienced virtual assistant and can start right away You can take a look at my reviews for assurance that your project will be done accurately and on time Hope you will consider my application Looking fo Thêm

$8 AUD / giờ
(12 Nhận xét)
5.9
oldaccountant

Dear employer, virtual assistance Already do many similar work before and complete within your budget and time My Qualifications as under-: #Chartered Accountant(ACCA/CPA) #Laywer/advocate #Masters in commerce #Cert Thêm

$8 AUD / giờ
(35 Nhận xét)
5.2
(27 Nhận xét)
4.6
(10 Nhận xét)
4.8
(35 Nhận xét)
5.2
webdeveloper135

Hi, I have read your proposal and i can serve your immediate and long term needs well. I have worked in this field for 6 years and have virtually assisted a variety of clients. I have worked for individual clients and Thêm

$10 AUD / giờ
(13 Nhận xét)
4.2
(4 Nhận xét)
4.1
WasimMazumder

Hi, I will be able to assist you as executive to complete the task you have mentioned. You can call for an interview before giving me the project. I have good skill in English communication as was an English Debater. H Thêm

$10 AUD / giờ
(7 Nhận xét)
3.9
prachi82tripathi

Hello there, I am Prachi Shukla and I am from India. First of all I would like to thank you for considering my profile for this position. I am a software engineer having 9+ years of work experience. Currently I am on s Thêm

$12 AUD / giờ
(7 Nhận xét)
3.3
hritikdanng

Hello I'm CA Finalist from Institute of the Chartered Accountants of India top recognised body in accounting and finance domain, Apart from that I have undergone 3 years of internship in one of the best finance firm in Thêm

$15 AUD / giờ
(5 Nhận xét)
2.9
orlandaleidie

Being a Virtual Assistant gives me complete control over my working hours and tasks that I would like to achieve per day. Therefore,I will never feel stagnant or static at work.I can prioritise my tasks and choose when Thêm

$8 AUD / giờ
(2 Nhận xét)
3.0
itsmesalah

Hello, I read your task and I'm capable to do your work. I also work on several projects ofline. I have knowledge about your work and I'm able to do this work with my hardwork and of my knowledge. Please send me a mes Thêm

$9 AUD / giờ
(1 Nhận xét)
0.0
Vivomanali1234

it was great to speak up with you about your project i appreciate the opportunity to send you the proposal and i look forward to working with you .

$10 AUD / giờ
(0 Nhận xét)
0.0
anikurmotin

Dear sir! I read your detailS carefully and I am sure I will be able to completed your project with my skill. So, Let's discuss more to complete your project.I expert on digital marketing and good skilled ads campaign Thêm

$10 AUD / giờ
(0 Nhận xét)
0.0
alhamja49

Hi there, I read your requirements on virtual Assistant. I can do this project right now with 100% accuracy. I have done this kind of work before, I can show you my previous work as sample. Do you have any work sheet? Thêm

$8 AUD / giờ
(0 Nhận xét)
0.0
Koushik04

         Respected Client please massage me i can do sir. I have 2 years of experience with this skill and I have worked on several similar projects. so I have a clear way to complete the project and can deliver Thêm

$10 AUD / giờ
(1 Nhận xét)
0.2
abdullahatif628

hi i have experience about accounting i have done bachelor in accounting .i can do your work on time thankyou

$8 AUD / giờ
(0 Nhận xét)
0.0
zandraq

I have worked in different accounting software such as Quickbooks Online . Knowledgeable in Dropbox, Google drive, Docs, Sheets, Microsoft office, producing various financial reports ,reconciling reports to third-par Thêm

$12 AUD / giờ
(0 Nhận xét)
0.0
TienCao3108

Hi. I’m a 3rd year student at RMIT University. I have 2 years experience in direct sales. I dare to learn, adjust and survive in different environment. Now, I’m seeking on international environment, where I can use my Thêm

$11 AUD / giờ
(0 Nhận xét)
0.0
jellymuaje

Good day! Hope is everything is well with you! I'm Jelly from the Philippines. I have been working as a Finance Executive in one of the Travel Agency in Singapore for more than 11 years (Mar-2008 to Nov-2019). I have b Thêm

$10 AUD / giờ
(0 Nhận xét)
0.0