Margie

Paraplanner

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Overview

Looking for part-time work (4 hours/day)

at $5.06/hour ($480.00/month)

Bachelors degree

Last Active

November 19th, 2025 (175 days ago)

Member Since

March 25th, 2016

Profile Description



I've done some research activities and preparation of business plans and have skills in using SAP, XPLAN, Class Super, BGL Desktop, and BGL 360. I also have good skills using Microsoft Office.
I'm results oriented and very keen to details and always willing to learn new ideas for improvement. Through my combined skills, I'm sure that I can contribute to my organization a lot.


As a Financial Planning Assistant, I'm currently assisting with the preparation of Implementation Forms, maintaining client files, calling with the providers if needs to, lodging the forms into the adviser portal, etc.

Top Skills

Experience: 10+ years

Experience: 5 - 10 years

Other Skills

Experience: 10+ years

Basic Information

Age
35
Gender
Female
Website
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Address
Abucay, Bataan
Tests Taken
IQ
Score:  110
DISC
Dominance: 25
Influence: 28
Steadiness: 20
Compliance: 27
English
C2(Advanced/Mastery)
Government ID
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“I have one of the best VAs I've had in a long time...she's been amazing”

Davonna Willis

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