Dedicated virtual assistant with years of experience in providing comprehensive administrative and technical support to busy professionals. Highly organized and detail-oriented individual with proven ability to manage diverse tasks, prioritize effectively, and deliver high-quality results. Proficient in Office software and applications, XPlan and QuickBooks and committed to exceeding client expectations. I am passionate about leveraging my skills to contribute to team success and organizational growth.

Currently seeking for open to new opportunities in online Bookkeeping to utilize my knowledge in QuickBooks software and basic Accounting proficiency.

Virtual Assistant, Senior Financial Planning Assistant

As a Senior Financial Planning Assistant, I am dedicated to providing exceptional service and support to Australian Financial Advisers while working remotely in the Philippines. My responsibilities includes, prepare annual review documents, data entry using XPlan software, product research, update Centrelink record, prepare advice paperwork and implement advice indicated in Statement of Advice or Record of Advice and on top of it, I am also appointed in mentoring and collaborating with onshore team.

Leadership and teamwork

Software proficiency (Microsoft Office, Adobe, Canva, QuickBooks) and trainable to become familiar with specific software and programs currently used by the business

Certification: General Virtual Assistance Training, Online Bookkeeping Course and Online QuickBooks ProAdvisor

Diploma: Bachelor of Science in Management Accounting (Cum Laude)