Financial Planners for hire in Philippines
Showing 48 results
Sponsored Freelancers
-
A graduate of Bachelor of Science in Information Technology and a Licensed Financial Consultant at an Insurance Company. Knowledgeable in Excel and Microsoft has accuracy and attention to detail. Furthermore, I am a team player with winning attitude and passion for sales.A graduate of Bachelor of Science in Information Technology and a Licensed Financial Consultant at an Insurance Company. Knowledgeable in Excel and Microsoft has accuracy and attention to detail. Furthermore, I am a team player with winning attitude and passion for sales. less
Hire floresrolieme888
-
I have been in the call center industry for more than 5 years. I have been a technical support representative, customer service representative, sales verifier and telemarketer. As a telemarketer, I am proud to say that I have been a campaign manager for three SG Marketing Agencies. My recent work experience was...I have been in the call center industry for more than 5 years. I have been a technical support representative, customer service representative, sales verifier and telemarketer. As a telemarketer, I am proud to say that I have been a campaign manager for three SG Marketing Agencies. My recent work experience was Financial Planning Assistant for an Financial Agency based in Australia. My skills include generating leads, appointment setting, marketing research, financial planning admin support, inbound and outbound calling, and many more. less
Hire Katrina08
-
Electrical Engineer in profession, but is very flexible in terms of scope of work. Can work under pressure and can manage time effectively.Electrical Engineer in profession, but is very flexible in terms of scope of work. Can work under pressure and can manage time effectively. less
Hire angelotanedo1
-
Hi! My name is Anne. I would like to use my expertise to assist you with your needs, meet your expectations, and deliver the service you deserve.Hi! My name is Anne. I would like to use my expertise to assist you with your needs, meet your expectations, and deliver the service you deserve. less
Hire annemarieee
-
I have working experience as a financial planner who assists in research and provides statements of advice to clients. I have also worked as a customer service representative who assists clients with their concerns and upsells.I have working experience as a financial planner who assists in research and provides statements of advice to clients. I have also worked as a customer service representative who assists clients with their concerns and upsells. less
Hire sandymoncano
-
Graduated major in Marketing Management. With 2 years of experience in Ledger preparation, Bank Reconciliation, and Financial Statement by using MS Excel.Graduated major in Marketing Management. With 2 years of experience in Ledger preparation, Bank Reconciliation, and Financial Statement by using MS Excel. less
Hire eivanstacy
-
Looking for someone to handle your administrative and accounting task for your business? If yes, then we should talk. I'm Karen and you can contact me anytime on here. I can offer you professional help in your business. You can count on my administrative, accounting ( bookkeeping), and audit expertise. I worked as a...Looking for someone to handle your administrative and accounting task for your business? If yes, then we should talk. I'm Karen and you can contact me anytime on here. I can offer you professional help in your business. You can count on my administrative, accounting ( bookkeeping), and audit expertise. I worked as a virtual assistant in the online world for 4 years (since 2019) wherein I perform different tasks such as; bookkeeping, lead generation, web scraping, research, data entry, paraphrasing, generation of questions and answers for AI test and translation. I'm a fast learner and always eager to learn new things. I believe in hard work and honesty. I am always interested in making long term professional relationships with my clients to ensure that every project becomes successful. So if you hire me, I can assure you that you will not regret your decision. less
Hire denavakarenc
-
I'm interested in data encoding, i am a data encoder in my school,so i though maybe its time to start earning with it.I'm interested in data encoding, i am a data encoder in my school,so i though maybe its time to start earning with it. less
Hire frsefabiaup
-
Over five years, I've gained expertise in administrative tasks, blending corporate and construction management roles, boosting my computer skills. Additionally, I honed project management skills overseeing telecommunication tower construction, managed client meetings, and handled a nationwide project's contingency...Over five years, I've gained expertise in administrative tasks, blending corporate and construction management roles, boosting my computer skills. Additionally, I honed project management skills overseeing telecommunication tower construction, managed client meetings, and handled a nationwide project's contingency fund. Transitioning to customer service, I mastered tools like CLM, Zendesk, and VoIP systems, addressing concerns through various channels. Continuing in the BPO industry, I transitioned to software development, undergoing intensive training in various tools and languages. Through these experiences, I'm equipped to offer services such as virtual assistance, email management, construction design and estimating, data entry, graphic design, transcription, administrative tasks, and data analysis. I excel in tasks requiring critical thinking and proactive approaches. I also excel in short projects like report generation, client assistance, and financial management. My dedication and meticulous approach ensure high-quality output across all tasks. less
Hire iyet
-
I have worked at least seven years in the Australian Financial Planning industry. I am flexible and professionally adept at catering to the needs of my clients.I have worked at least seven years in the Australian Financial Planning industry. I am flexible and professionally adept at catering to the needs of my clients. less
Hire alaindeocampo