Inyleen

Financial Planning Assistant | Australian Adviser Support | Xplan | Client Servi

Verified

mark as hired

Overview

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

at $3.37/hour ($640.00/month)

Bachelors degree

Last Active

May 7th, 2026 (6 days ago)

Member Since

June 27th, 2024

Profile Description

Hi, I’m Iny, a Financial Planning Assistant and Client Services Administrator with hands-on experience supporting Australian financial advisers with administrative and client service tasks.

In my current role, I assist advisers by preparing meeting packs, organizing client information, updating Xplan CRM records, and coordinating with providers to support financial advice implementation. I am experienced in handling SOA preparation support, portfolio reports, provider follow-ups, and client documentation.
I am detail-oriented and organized, and I make sure tasks are completed accurately and on time. I am comfortable working with deadlines, managing multiple requests, and supporting advisers behind the scenes so they can focus on clients.

I also have customer service experience handling email and chat support, which helped me develop strong communication and problem-solving skills.

Here are the tasks I can help with:

• Financial Planning Administration
• SOA / ROA / NCROA support
• Meeting pack preparation
• Client portfolio reports
• Xplan CRM updates and management
• Provider follow-ups (superannuation and insurance)
• Implementation support
• Third Party Authority processing
• Client appointment coordination
• Email support and follow-ups
• Data entry and record checking
• Document preparation and file organization

Tools I Use:
• Xplan CRM
• ClickUp
• Google Workspace
• Microsoft Office
•Copilot
•Xero

Top Skills

Office and Administration » Admin Data Processing

Experience: Less than 6 months

Office and Administration » Data Entry

Experience: Less than 6 months

Accounting » Financial Accounting » Xplan

Experience: Less than 6 months

Other Skills

Project Management » Clickup

Experience: Less than 6 months

Office and Administration » Microsoft Power Point

Experience: Less than 6 months

Office and Administration » Microsoft Word

Experience: Less than 6 months

Accounting » Xero

Experience: Less than 6 months

Office and Administration » Calendar Management

Experience: Less than 6 months

Office and Administration » AI Tools » ChatGPT

Experience: Less than 6 months

Office and Administration » Microsoft Outlook

Experience: Less than 6 months

Office and Administration » Microsoft 365 » SharePoint

Experience: Less than 6 months

Office and Administration » AI Tools

Experience: Less than 6 months

Marketing » Appointment Setting » Calendly

Experience: Less than 6 months

Basic Information

Age: 25

Gender: Female

Website: Sign Up with Pro Account to View

Address: Ginatilan, Cebu

Tests Taken: DISC
Dominance: 33%
Influence: 10%
Steadiness: 33%
Compliance: 25%: English
C2(Advanced/Mastery)

Government ID: Sign Up with Pro Account to View

“My business would not be able to go forward if it was not for them”

Gaurab - Adhikari

SEE MORE REAL RESULTS

“They are definitely a valuable part of your business for all kinds of reasons.”

- Steven Rapposelli

see more real results

BENCHMARKS

Loading Time: Base Classes	0.0008
Controller Execution Time ( Jobseekers / Info )	0.0325
Total Execution Time	0.0339

GET DATA

No GET data exists

MEMORY USAGE

1,433,568 bytes

POST DATA

No POST data exists

URI STRING

jobseekers/info/3539082

CLASS/METHOD

jobseekers/info

DATABASE: onlinejobs (Jobseekers:$db) QUERIES: 28 (0.0209 seconds) (Show)

0.0003	`SELECT * FROM exrates WHERE rate_name = 'USD-PHP'`
0.0004	SELECT * FROM `jobseekers` WHERE `jobseeker_id` = '3539082' LIMIT 1
0.0037	SELECT * FROM `jobseeker_meta` WHERE `jobseeker_id` = '3539082'
0.0017	SELECT `j`., `jj`. FROM `jobseekers` `j` INNER JOIN `jobseekers_jobdata` `jj` ON `j`.`jobseeker_id` = `jj`.`jobseeker_id` WHERE `j`.`jobseeker_id` = '3539082'
0.0002	SELECT * FROM `jobseekers_trust` WHERE `jobseeker_id` IS NULL
0.0003	SELECT * FROM `jobseekers` WHERE `jobseeker_id` = '3539082' AND `is_private` = 1
0.0016	`SELECT * FROM employment WHERE jobseeker_id = '3539082' AND hired > -1`
0.0011	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` = '3539082' AND `employers`.`deactivate` = 0 AND `employer_comment`.`comment_status` = 'ACTIVE' ORDER BY `employer_comment_id` DESC
0.0003	`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 = 3539082 LIMIT 1`
0.0004	`SELECT * FROM jobseekers_skills WHERE jobseeker_id = 3539082 LIMIT 1`
0.0005	`SELECT * FROM jobseekers j, jobseekers_jobdata jj,jobseekers_skills js WHERE j.jobseeker_id = '3539082' AND j.jobseeker_id = jj.jobseeker_id AND jj.jobseeker_id = js.jobseeker_id`
0.0002	`SELECT * FROM employer_comment WHERE employer_id = ''`
0.0019	SELECT `facebook`, `manual_fb_score` FROM `jobseekers_trust` WHERE `jobseeker_id` = '3539082'
0.0024	SELECT * FROM `skills_categories` WHERE `is_approved` = 1 ORDER BY `name`
0.0024	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` = '3539082' ORDER BY `jsct`.`rate` DESC
0.0003	SELECT * FROM `jobseekers_trust` WHERE `jobseeker_id` = '3539082'
0.0002	`SELECT user_level, rebill_date, jobseekers_seen, jobseekers_seen_override from employers WHERE employer_id = ''`
0.0003	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()
0.0003	`select * from teasers`
0.0003	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
0.0003	`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)

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 )