I am a skilled and reliable professional with experience as an Administrative Assistant and Senior Paraplanner. I have excellent organizational, communication, and problem-solving skills and can handle multiple tasks efficiently and accurately. I have a strong knowledge of financial planning and administration, and I can assist clients and advisors with various aspects of the process. I am proficient in using Microsoft Office, CRM systems, and other software tools. I am looking for a challenging and rewarding position where I can apply my skills and contribute to the organization's success.
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
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