I have 5 years of experience in customer support and service and more than 7 years of experience as a financial planning administrative assistant.
Because of my years of experience and knowledge, I have always been recognized as someone who can rely on to help with their escalation calls and how they can address issues easily.
Experience
Pursue Wealth
Jan 2021 – May 2021
remote
Implementation Guru
-Basic data entry of the client information to XPLAN data base ang preparing forms for all applications.
- Assist Financial advisors in research for the SOA
-Preparing Statement of advice (SOA) for Super and Pension account
- Email management
