Virtual Assistant to Financial Advisor
Ngân sách $8-15 USD / giờ
We're looking for a candidate to fill this position in an exciting company. The basis of which is to process new business and:
• Administration
• Client Relationship Management
• Investment analysis and proposal
• Gather Policy information
• Compile a summary of information
• Research product information
• Prepare and implement investment proposals
• Handle new application and quotations
• Calculate tax/legal implications of investments
• Cash flow and performance calculations
• Pre-Retirement planning calculations
• Handle and solve client enquiries
• Diary management
• Report new business statistics
• Prepare investment review appointments
• Train and mentor new employees
• Keep track of assets under management
• Maintain CRM system
• Rebalance and maintain existing portfolios
• Prepare and distribute monthly/quarterly statements
• Proficient in both spoken and written English
• Proficient in MS Office (Excel, Word, Outlook
10 freelancer chào giá trung bình $14/giờ cho công việc này
hi I could not send you mssage plz contact me again..helo how are you I read your instructions carefully and I am happy to work for you as VA. I have 6 year of experience with different platforms and companies to manag Thêm
I am professional " Financial Adviser writer".An article is a written work published in a print or electronic medium. It may be for the purpose of propagating news, research results,academic analysis, or debate. https: Thêm
Dear Employer, Already do many similar project and completed it within your budget, time My Qualifications as under-: #Chartered Accountant(ACCA/CPA) #Laywer/advocate #Masters in commerce #Certified Auditor #Certifie Thêm
My professional experience consists of 30 years of functions as varied as auditing, financial management, consulting and general management. I started my career in 1996 at KPMG. In 2001 I started working at Abreu Advo Thêm
I have a experience of 4 years in same field. I good understanding and knowledge about financial analysis. I am a Chartered Accountant by profession.
