Krizia

Financial Pl ---------- ing Assistant

Verified

With Timeproof

mark as hired

Overview

Looking for full-time work (8 hours/day)

at $7.67/hour ($1,454.56/month)

Bachelors degree

Last Active

February 19th, 2026 (83 days ago)

Member Since

March 8th, 2023

Profile Description

As a Financial Pl ---------- ing Assistant and Client Services Officer with 5 years of experience, I play a pivotal role in supporting financial advisors and delivering exceptional client service. My primary responsibilities include assisting with the preparation and implementation of financial plans, managing client data, and providing ongoing support to ensure seamless service delivery.

Key duties include:
1. Client Onboarding & Relationship Management: Assisting with the onboarding of new clients, ensuring all necessary documentation is completed, and maintaining strong, professional relationships with clients to foster trust and satisfaction.

2. Financial Plan Preparation: Supporting financial pl ---------- ers by gathering relevant client information, conducting financial research, and preparing financial plans and recommendations for review.

3. Data Management & Administration: Maintaining up-to-date client records, ensuring accuracy in financial reports, and preparing client documentation for meetings.

4.Client Communication: Acting as a liaison between clients and financial pl ---------- ers, responding to client inquiries, scheduling appointments, and ensuring clients are kept informed of their financial plan progress and any market changes.

5. Compliance & Documentation: Assisting in ensuring all financial documents comply with Australian financial regulations and company policies, including record-keeping and updating compliance paperwork.

6.Ongoing Client Support: Providing ongoing client service by addressing client queries, coordinating regular check-ins, and helping clients understand the progress of their financial strategies.
With a strong understanding of Australian financial regulations, I ensure smooth processes in line with industry standards. I am adept at managing multiple priorities while maintaining a high level of organization and attention to detail. My passion for providing outstanding client service and dedication to supporting financial pl ---------- ers in their work allows me to contribute meaningfully to the firm's growth and success.

Top Skills

Marketing » CRM » Salesforce

Experience: 2 - 5 years

Office and Administration » Data Entry

Office and Administration » Email Management

Other Skills

Customer Support

Office and Administration » Attention to Detail

Experience: 5 - 10 years

Accounting » Financial Accounting » Xplan

Experience: 1 - 2 years

Customer Support » Email Support

Basic Information

Age: 34

Gender: Female

Website: Sign Up with Pro Account to View

Address: Apalit, Pampanga

Tests Taken: English
C2(Advanced/Mastery)

Government ID: Sign Up with Pro Account to View

“My Filipino specialist who is absolutely amazing..go get your OFS today!”

Eden Einav

SEE MORE REAL RESULTS

“I was able to make a better decision...”

- Tatiana Davis

see more real results

BENCHMARKS

Loading Time: Base Classes	0.0009
Controller Execution Time ( Jobseekers / Info )	0.0321
Total Execution Time	0.0336

GET DATA

No GET data exists

MEMORY USAGE

1,421,024 bytes

POST DATA

No POST data exists

URI STRING

jobseekers/info/2579705

CLASS/METHOD

jobseekers/info

DATABASE: onlinejobs (Jobseekers:$db) QUERIES: 28 (0.0217 seconds) (Show)

0.0003	`SELECT * FROM exrates WHERE rate_name = 'USD-PHP'`
0.0004	SELECT * FROM `jobseekers` WHERE `jobseeker_id` = '2579705' LIMIT 1
0.0045	SELECT * FROM `jobseeker_meta` WHERE `jobseeker_id` = '2579705'
0.0019	SELECT `j`., `jj`. FROM `jobseekers` `j` INNER JOIN `jobseekers_jobdata` `jj` ON `j`.`jobseeker_id` = `jj`.`jobseeker_id` WHERE `j`.`jobseeker_id` = '2579705'
0.0002	SELECT * FROM `jobseekers_trust` WHERE `jobseeker_id` IS NULL
0.0003	SELECT * FROM `jobseekers` WHERE `jobseeker_id` = '2579705' AND `is_private` = 1
0.0012	`SELECT * FROM employment WHERE jobseeker_id = '2579705' AND hired > -1`
0.0007	SELECT `employers`.`contact_name`, `employer_comment`.`employer_comment_id`, `employer_comment`.`employer_id`, `employer_comment`.`jobseekers_id`, `employer_comment`.`employer_date`, `employer_comment`.`employer_comment`, `employer_comment`.`lastmodified`, `employer_comment`.`comment_status` FROM `employers` LEFT JOIN `employer_comment` ON `employer_comment`.`employer_id` = `employers`.`employer_id` WHERE `employer_comment`.`jobseekers_id` = '2579705' AND `employers`.`deactivate` = 0 AND `employer_comment`.`comment_status` = 'ACTIVE' ORDER BY `employer_comment_id` DESC
0.0002	`SELECT * FROM skill_categories ORDER BY cat_order ASC`
0.0004	`SELECT * FROM skill_subcategories ORDER BY subcategory ASC`
0.0003	`SELECT * FROM jobseekers_jobdata WHERE jobseeker_id = 2579705 LIMIT 1`
0.0014	`SELECT * FROM jobseekers_skills WHERE jobseeker_id = 2579705 LIMIT 1`
0.0007	`SELECT * FROM jobseekers j, jobseekers_jobdata jj,jobseekers_skills js WHERE j.jobseeker_id = '2579705' AND j.jobseeker_id = jj.jobseeker_id AND jj.jobseeker_id = js.jobseeker_id`
0.0004	`SELECT * FROM employer_comment WHERE employer_id = ''`
0.0015	SELECT `facebook`, `manual_fb_score` FROM `jobseekers_trust` WHERE `jobseeker_id` = '2579705'
0.0026	SELECT * FROM `skills_categories` WHERE `is_approved` = 1 ORDER BY `name`
0.0019	SELECT `jsct`., `jsct`.`id` as `jsct_id`, `sct`. FROM `jobseekers_skills_categories` `jsct` LEFT JOIN `skills_categories` `sct` ON `sct`.`id` = `jsct`.`skill_category_id` WHERE `sct`.`is_approved` = 1 AND `jsct`.`jobseeker_id` = '2579705' ORDER BY `jsct`.`rate` DESC
0.0003	SELECT * FROM `jobseekers_trust` WHERE `jobseeker_id` = '2579705'
0.0002	`SELECT user_level, rebill_date, jobseekers_seen, jobseekers_seen_override from employers WHERE employer_id = ''`
0.0004	SELECT * FROM `testimonial_videos` WHERE `placement` = 1 OR `placement` = 0 ORDER BY RAND()
0.0003	SELECT * FROM `testimonial_videos` WHERE `placement` = 2 OR `placement` = 0 ORDER BY RAND()
0.0002	`select * from teasers`
0.0002	SELECT * FROM `employers` WHERE `employer_id` IS NULL LIMIT 1
0.0002	`SELECT user_level, rebill_date, jobseekers_seen, jobseekers_seen_override from employers WHERE employer_id = ''`
0.0002	SELECT * FROM `employers` WHERE `employer_id` IS NULL LIMIT 1
0.0002	`SELECT user_level, rebill_date, jobseekers_seen, jobseekers_seen_override from employers WHERE employer_id = ''`
0.0002	`SELECT user_level, rebill_date, jobseekers_seen, jobseekers_seen_override from employers WHERE employer_id = ''`
0.0002	`SELECT * FROM notes WHERE employer_id = '0'`

HTTP HEADERS (Show)

SESSION DATA (Show)

__ci_last_regenerate	1778700389
last_page	https://v1.stage.onlinejobs.ph/jobseekers/info/2579705
csrf-token	3c4b28ea61d8efe2c9553c1968fd740c

CONFIG VARIABLES (Show)

base_url	https://v1.stage.onlinejobs.ph
log_threshold	2
enable_profiler
index_page
uri_protocol	PATH_INFO
url_suffix
language	english
charset	UTF-8
enable_hooks	1
subclass_prefix	MY_
composer_autoload	vendor/autoload.php
permitted_uri_chars	a-z 0-9~%.:_\=\-\+\@?\&
enable_query_strings
controller_trigger	c
function_trigger	m
directory_trigger	d
allow_get_array	1
log_path
log_file_extension
log_file_permissions	420
log_date_format	Y-m-d H:i:s
error_views_path
cache_path
cache_query_string
encryption_key	OdBUArjiWg9I7u7bvAwQ7Fu35VB1kzga
sess_driver	files
sess_cookie_name	ci_session
sess_expiration	2678400
sess_save_path
sess_match_ip
sess_time_to_update	300
sess_regenerate_destroy
cookie_prefix
cookie_domain
cookie_path	/
cookie_secure
cookie_httponly
standardize_newlines
global_xss_filtering	1
csrf_protection
csrf_token_name	csrf_test_name
csrf_cookie_name	csrf_cookie_name
csrf_expire	7200
csrf_regenerate	1
csrf_exclude_uris	Array ( )
compress_output
time_reference	local
rewrite_short_tags
proxy_ips
ojadmin	JpjZkQN5A8l@^L
salt	+UFjSAT49tPZLtmU2CIG2FYN7pRhgsWyLHgSyQa6k3I=
queue_enabled
twilio	Array ( [sid] => AC00c0594045c6eef9407e8fff01f3d467 [token] => f0bfc0b73444a077894a43f5f75e6d41 [length] => 6 [from] => +639221200200 [code_expiry_seconds] => 14400 )
maintenance	Array ( [admin] => Array ( [verification] => ) [announcement_bar] => Array ( [show_slow_issue_message] => ) )
trustpilot	Array ( [to_email] => onlinejobs.ph+3d844ebf71@invite.trustpilot.com )
services	Array ( [google_tag_manager] => Array ( [id] => GTM-T5CQMS6P ) [chatgpt] => Array ( [secret] => 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 ) [claude] => Array ( [secret] => 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 ) )
v2_url	https://v2.stage.app.onlinejobs.ph
v2	Array ( [enabled] => 1 [url] => https://v2.onlinejobs.ph [api_url] => https://api.onlinejobs.ph [cookie_domain] => .onlinejobs.ph [paths] => Array ( [myaccount] => 1 ) )
replacemyself_secret_key	Kk1WpgTMkc4wBQOqC5rqCssdLhACKrsJeTtO1ywUkT4=
app	Array ( [app] => Array ( [command] => Array ( [map] => Array ( [OnlineJobs\Mailer\Command\SendEmailCommand] => OnlineJobs\Mailer\Handler\SendEmailHandler [OnlineJobs\Mail\Command\SendEmailCommand] => OnlineJobs\Mail\Handler\SendEmailHandler [OnlineJobs\Mail\Command\QueueEmailPendingCommand] => OnlineJobs\Mail\Handler\QueueEmailPendingHandler [OnlineJobs\Mail\Command\QueueJobEmailPendingCommand] => OnlineJobs\Mail\Handler\QueueJobEmailPendingHandler [OnlineJobs\Mail\Command\QueueUnapprovedEmailCommand] => OnlineJobs\Mail\Handler\QueueUnapprovedEmailHandler [OnlineJobs\Mail\Command\ProcessEmailQueueCommand] => OnlineJobs\Mail\Handler\ProcessEmailQueueHandler [OnlineJobs\Mail\Command\PutJobseekerEmailOnHoldCommand] => OnlineJobs\Mail\Handler\PutJobseekerEmailOnHoldHandler [OnlineJobs\Purchase\Command\RealEstateVaCourseCommand] => OnlineJobs\Purchase\Handler\RealEstateVaCourseHandler [OnlineJobs\Test\Command\HelloCommand] => OnlineJobs\Test\Handler\HelloHandler ) [middleware] => Array ( ) ) [providers] => Array ( [0] => OnlineJobs\Bus\BusServiceProvider [1] => OnlineJobs\Database\DbServiceProvider [2] => OnlineJobs\Mailer\MailerServiceProvider [3] => OnlineJobs\Support\SupportServiceProvider [4] => OnlineJobs\Employer\ServiceProvider [5] => OnlineJobs\Jobseeker\ServiceProvider [6] => OnlineJobs\Mail\ServiceProvider [7] => OnlineJobs\Postal\ServiceProvider [8] => OnlineJobs\Queue\ServiceProvider [9] => OnlineJobs\Courier\ServiceProvider [10] => OnlineJobs\Job\ServiceProvider [11] => OnlineJobs\Purchase\ServiceProvider ) ) )
meta	Array ( [facebook] => Array ( [input] => 1 [connect] => 2 [timezone] => 3 [url] => 30 [id] => 31 [photo] => 32 [name] => 33 [email] => 34 [review] => 35 ) [trust] => Array ( [government_id] => 4 [utility_bill] => 5 [selfie_photo] => 6 [profile_picture] => 7 [phone_number] => 8 [facebook] => 9 ) [verify] => Array ( [profile_picture] => 10 [government_id] => 11 [selfie_photo] => 12 [utility_bill] => 13 [address] => 14 [name] => 15 [reviewed] => 16 [government_group] => 28 [address_group] => 29 [mobile] => 38 ) [address] => Array ( [complete] => 17 [room_unit_no] => 20 [house_no] => 21 [street] => 22 [subdivision] => 23 [barangay] => 24 [city] => 25 [province] => 26 [postcode] => 27 ) [reviewed] => Array ( [similar_names] => 1 ) [name] => 18 [phone] => 19 [sms_verification_code] => 36 [resend_verification_code] => 37 [address_read] => 39 [first_name] => 100 [middle_name] => 101 [last_name] => 102 [edit] => Array ( [government_id_group] => 40 [address_group] => 41 [mobile_group] => 42 ) [salary_re_entry] => 103 [id_proof_recalibrate] => 104 [email] => 44 [mobile_verification_type] => 45 )
honeypot	Array ( [name_field] => my_name [enabled] => 1 )

HTTP_ACCEPT	/
HTTP_USER_AGENT	Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)
HTTP_CONNECTION	Upgrade
SERVER_PORT	80
SERVER_NAME	v1.stage.onlinejobs.ph
REMOTE_ADDR	127.0.0.1
SERVER_SOFTWARE	Apache/2.4.58 (Ubuntu)
HTTP_ACCEPT_LANGUAGE
SCRIPT_NAME	/index.php
REQUEST_METHOD	GET
HTTP_HOST
REMOTE_HOST
CONTENT_TYPE
SERVER_PROTOCOL	HTTP/1.1
QUERY_STRING
HTTP_ACCEPT_ENCODING	gzip, br, zstd, deflate
HTTP_X_FORWARDED_FOR	216.73.216.98
HTTP_DNT