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Virtual Assistant to Financial Advisor

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

Kĩ năng: Quản trị hệ thống, Phân tích tài chính

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Về Bên Thuê:
( 0 nhận xét ) Pretoria, South Africa

ID dự án: #29369325

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

$17 USD / giờ
(7 Nhận xét)

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

$12 USD / giờ
(2 Nhận xét)

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

$10 USD / giờ
(3 Nhận xét)

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

$30 USD / giờ
(0 Nhận xét)

Hello Sir, When checking your job details , it really jumped out at me. I have extensive knowledge in Finance & I'm ready to get started immediately. I am a certified accountant. I have comprehensive knowledge on Acc Thêm

$8 USD / giờ
(0 Nhận xét)

Greetings! If you still not hired anyone please give me a chance to explain that how will I take this project. I can provide you some samples to show you how I worked for previous client . I am Certified Chartered Acc Thêm

$11 USD / giờ
(0 Nhận xét)

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.

$13 USD / giờ
(0 Nhận xét)

This is an easy and interesting job for me that I can do in excellent way. I have a lot of experience in doing this. I got MBA at AUA and Post MBA program certificate at Texas A/M. I have extensive experience as finan Thêm

$12 USD / giờ
(0 Nhận xét)

Hi, Hope you are well. I read your requirement and i believe i have all the right skill sets to excel at this job. My highest qualification is MBA and I have good knowledge of finance, proficiency in English, good co Thêm

$14 USD / giờ
(0 Nhận xét)

Dear Next Employer, Graduated from Electrical Engineering, I've enough knowledge regarding Microsoft Excel, Powertpoint and Word. I've started investing from age of 21 and has been successfully maintaining CAGR 21% so Thêm

$12 USD / giờ
(0 Nhận xét)