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Virtual Executive Assistant to Financial Adviser

$8-12 AUD / hour

Lezárt
Kiadva ekkor: több mint 2 évvel ezelőtt

$8-12 AUD / hour

Hi I am looking for a virtual assistant to replace one that has decided to pursue a different career (on their terms). I am a financial advisor based in Queensland in Australia with a small business looking after around 50 ongoing service clients and many more insurance clients. While we are a small business we do keep busy and provide a high level of service to our clients. I am looking for somebody who is intelligent speaks near-perfect English perhaps from the Philippines or Vietnam etc. Experience in Australian financial services is an advantage, but not essential. An accountant might be a good fit for the role. Typical jobs include: • keeping me accountable to my calendar and scheduling time for me to complete tasks (being the boss of me essentially) • Writing meeting file notes • Writing blog posts for websites • Composing email newsletters to clients • Using complex software to create financial advice documents • Insurance research and quoting using tools • Investment product comparisons • Updating wording in advice document templates • Calling product providers for information • Recording all interactions for a complete client file (tells a story about why we did what we recommended) • Using Monday as project management tool • Social media posts • Following advice production process • Asking questions when unsure what something means or what needs to be done • Implementing investment and insurance recommendations and following and updating until completed • Management skills are important to keeping tasks on track • Answer phone calls when I am in meetings Basically, lots of complex admin tasks, don’t expect you to know everything right away, happy to train but you need to be able to learn and want to advance. Info about financial advice in Australia [login to view URL] Looking for 30-40 hours per week, 9 am -5 pm in my GMT+10 time zone. You will need to have a decent computer and internet connection, webcam, I can supply software and logins via Lastpass.
Projektazonosító: 30959722

A projektről

30 ajánlat
Távolról teljesíthető projekt
Aktiválva: 3 évvel ezelőtt

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30 szabadúszó adott átlagosan $11 AUD/óra összegű árajánlatot erre a munkára
Felhasználó avatár
Hi I am an experienced virtual assistant and can start right away You can take a look at my reviews for assurance that your project will be done accurately and on time Hope you will consider my application Looking forward to working with you
$8 AUD 40 napon belül
5,0 (12 értékelés)
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Felhasználó avatár
Hi, I have read your proposal and i can serve your immediate and long term needs well. I have worked in this field for 6 years and have virtually assisted a variety of clients. I have worked for individual clients and corporations. My good communication, time management and organization skills allowed me to always be up to date with my client's needs and expectations. I'll be a promising candidate and would be happy to assist you. I am looking forward to discussing the position and my qualifications with you in more detail soon. I feel confident that I fulfill the requirements for this position.
$10 AUD 40 napon belül
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Felhasználó avatár
Hi, I will be able to assist you as executive to complete the task you have mentioned. You can call for an interview before giving me the project. I have good skill in English communication as was an English Debater. Have BBA and MBA degrees major in Finance and worked as virtual assistant before. I will be able to learn about Australian financial services and has academic knowledge in Accounting. Time zone and work time is perfect for me. I believe all these skills makes me the perfect candidate for this job. We can discuss more in chat. Thank You
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Felhasználó avatár
Hello there, I am Prachi Shukla and I am from India. First of all I would like to thank you for considering my profile for this position. I am a software engineer having 9+ years of work experience. Currently I am on sabbatical leave and hence seeking work as a freelancer. Being from the cooperate world I am an expert in drafting emails and handling business communications. I am confident in participating and conducting video conferences. I have experience in establishing and maintaining excellent relationships with clients. I have completed my bachelor’s degree in computer science and have great enthusiasm for technology. I am very adaptive and a quick learner and always ready to learn new skills and technologies. I am an experienced Data Entry Operator and Data Processing Assistant and feel my skills will greatly benefit this project. I have always received positive feedback from the people I have worked with which is enough for me to proudly term myself as a hard worker and good listener. I have 100% success in my previous works. You can have a look at the reviews and ratings. I worked with dedication and customer satisfaction. I am willing to give my 100% to this project as well. Being from the cooperate world I am fully aware of the value of time and commitment. I am a hardworking individual and would happily go an extra mile to finish any work which I take up to the best of my abilities. Looking forward to hear back from you.
$12 AUD 40 napon belül
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Felhasználó avatár
Hello I'm CA Finalist from Institute of the Chartered Accountants of India top recognised body in accounting and finance domain, Apart from that I have undergone 3 years of internship in one of the best finance firm in India where I was involved in preparing financials, accounting, interpretation etc. I have completed my exams and waiting for result so I have ample time to finish your project and task you mentioned is basic for me, so I guess I'm better option than other bidders, to discuss more message me, Thank You.
$15 AUD 40 napon belül
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Felhasználó avatár
Being a Virtual Assistant gives me complete control over my working hours and tasks that I would like to achieve per day. Therefore,I will never feel stagnant or static at work.I can prioritise my tasks and choose when I begin work over the course of the day.
$8 AUD 40 napon belül
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Felhasználó avatár
Hello, I read your task and I'm capable to do your work. I also work on several projects ofline. I have knowledge about your work and I'm able to do this work with my hardwork and of my knowledge. Please send me a message for further discuss. I can give your task on time.
$9 AUD 40 napon belül
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Felhasználó avatár
it was great to speak up with you about your project i appreciate the opportunity to send you the proposal and i look forward to working with you .
$10 AUD 40 napon belül
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Felhasználó avatár
Dear sir! I read your detailS carefully and I am sure I will be able to completed your project with my skill. So, Let's discuss more to complete your project.I expert on digital marketing and good skilled ads campaign . If you want to work with me, I will try hard to complete your project. Please feel free to ask any questions. Here is a list of my skills. 1. Social Media Management and marketing Expert ( facebook,twitter,instagram,snapchat,pinterest,youtube,linkedin) 2. Global ads campaign created run ads. 3. Unlimited Website traffic 4. Content Write With SEO 5. Email Management and Marketing 6. Virtual office support and admin 7. Online marketing to increase your sale in social media 8. unlimited email sending dialy based with mailchimp,sendblaster4,pubbly 9. Youtube video editor with seo used seo paid soft tubebuddy,vidiq 100% seo. 10. Online research ,product,domain,data,etc collect information with excel file provide. 11. Data entry such as pdf to word , jpj to word ,excel to word .,excel to web form,etc. 12. Organising Cloud Files 13. Organising Google Drive 14. Business Development 15. email coolection 16. File Management 17. Market Research 18. Diary Management 19. Personal Assistance 20. Handling basic HR Duties massage me sir for more discuss your project. Warm Regards
$10 AUD 40 napon belül
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Felhasználó avatár
Hi there, I read your requirements on virtual Assistant. I can do this project right now with 100% accuracy. I have done this kind of work before, I can show you my previous work as sample. Do you have any work sheet? I can do templates for daily procedures , compiling information researched online , data entry , daily reply of messages and emails , content creation etc. I am online at the moment so please feel free to initiate a chat with me and discuss this further. I am new freelancer here but maybe I am popular freelancer somewhere else but have 5+ year of experience in MS word , Excel , Data Entry Etc. It will be pleasure for me to help you by best of my work. Thanks for your time reading my proposal Regards Al Hamja
$8 AUD 40 napon belül
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Felhasználó avatár
         Respected Client please massage me i can do sir. I have 2 years of experience with this skill and I have worked on several similar projects. so I have a clear way to complete the project and can deliver quality notes to tight deadlines. Your work 100% Fresh and Qualified. You can see an example of one of those projects in my portfolio here. If you award me the project I'd be very happy to discuss this further and get started for you as soon as possible. I am now online for you. I am the right person for your job,sir. Koushik
$10 AUD 40 napon belül
5,0 (1 értékelés)
0,2
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Felhasználó avatár
hi i have experience about accounting i have done bachelor in accounting .i can do your work on time thankyou
$8 AUD 4 napon belül
0,0 (0 értékelés)
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Felhasználó avatár
I have worked in different accounting software such as Quickbooks Online . Knowledgeable in Dropbox, Google drive, Docs, Sheets, Microsoft office, producing various financial reports ,reconciling reports to third-party records such as bank statements, produced profit and loss statements, research, Bank reconciliation-Reconciling bank and credit card statements and data entry . I also provide run-time bookkeeping, accounts and financial management services. I am not yet familiar with doing US taxes but I am very much willing to learn about it. With regards to payroll preparation, I could say that it is one of my expertise since I am the one who prepares the payroll for the previous company that I've worked with more than ten employees. I am also the one who prepares the daily profit and loss report as well as the weekly and monthly profit and loss statements, balance sheet, cash flow, etc. With an accomplished track record, I have achieved confidence in my clients through timely and quality services.
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Felhasználó avatár
Hi. I’m a 3rd year student at RMIT University. I have 2 years experience in direct sales. I dare to learn, adjust and survive in different environment. Now, I’m seeking on international environment, where I can use my excellent organizational and management skills to contribute to the efficient manufacturing process of the company.
$11 AUD 40 napon belül
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Felhasználó avatár
Good day! Hope is everything is well with you! I'm Jelly from the Philippines. I have been working as a Finance Executive in one of the Travel Agency in Singapore for more than 11 years (Mar-2008 to Nov-2019). I have been handling Collection, Full sets of Accounts Receivable, Bank Reconciliation, Creating invoices and credit notes, handling queries raised by our clients via emails and phone calls. I was assisting more than 50 clients all over the globe. We have a lot of Australian clients as well. I have a good verbal and written communication skills. I'm hardworking, able to multitask, fast learner, able to work independently, trustworthy and persuasive and have initiate to learn new things. I would love to join your team if given a chance. Hoping that you could consider my proposal for this position. I'm confident that I will be very effective and fit in this job as your Virtual Assistant because of my working experience in Finance Job and handling different clients all over the globe. Thank you and looking forward to hearing from your reply. Keep safe always!
$10 AUD 40 napon belül
0,0 (0 értékelés)
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Felhasználó avatár
Dear Sir, I am expert in data entry, accounting, virtual assistance, finance and financial planning, I assure you that your work will be dine according to your given requirements and with in given time frame, I have read and understood all your requirements and I assure you that the work will be done according to your given directions. Please allow me to serve you with the best knowledge I have. Waiting for your earliest response eagerly.
$10 AUD 40 napon belül
1,0 (1 értékelés)
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Felhasználó avatár
I am senior accountant at Myanmar with seven years experience and I have many kind of education background that LCCI, ACCA and DIFR . So , I am ready to provide for your business to save cost and smart your business accounting to more profit . I am eager to effort to work at your business for your benefit because I wanna apply my carrier to your business that win win situation.
$10 AUD 40 napon belül
0,0 (0 értékelés)
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Felhasználó avatár
Dear Client I'm Sam from Viet Nam I have read job discription and really interested in this position As I granduated at Financial and have worked as an accountant for 3 years and Sales Assistant for 3 years. I'm a fast learner and willing to learn the new things Now Due to Covid19, I'm looking for remote Job and really hope that you can offer it Kindly give me a mess or give me an interview then I can talk more about myself and we can understand each other. Thank you so much !
$8 AUD 40 napon belül
5,0 (1 értékelés)
0,0
0,0
Felhasználó avatár
Hello there, My name is Rehan and I believe that I possess the knowledge, skills and abilities to complete this project effectively. This is definitely something I can help you with. I am experienced Virtual Assistant and worked with a U.S.A based beauty products company. I am confident that I will be able to lend my talents to you in this way. I am a Fluent English speaker, with immaculate grammar. Please give me the opportunity to help you. You may contact me at any time convenient to you so that we may discuss the details of your request. I am ready to work on GMT+10 TimeZone. Best Regards, Rehan.
$9 AUD 40 napon belül
0,0 (0 értékelés)
0,0
0,0
Felhasználó avatár
As we are unknown, so i will offer a FREE TRIAL to gain your confidence. I respect your time, hence here is a 5 point pitch. - I have 5 years experience of working with Multinational Companies in Sales & Marketing with CXOs. Therefore, I understand how businesses work and how to focus on more important tasks by outsourcing other time-killing clerical/supportive tasks. - I am a computer engineering graduate, so i can help you in all your technical related stuff. - I am currently pursuing MBA, so i understand marketing well. - I have worked in sales and business development, hence i have fluent English Communication skills. - I have deep knowledge of email marketing and i can compose good emails and send in bulk for generating leads. I want to work as a Virtual Assistant for you. My rate is very competitive - only 5$ per hour.
$8 AUD 40 napon belül
0,0 (0 értékelés)
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Az ügyfélről

AUSTRALIA zászlója
NORTH TOOWOOMBA, Australia
5,0
1
Fizetési mód hitelesítve
Tagság kezdete: nov. 17, 2016

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