Jenicka

Client Services Officer / Senior Financial Planning Admin

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mark as hired

Overview

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

at $6.75/hour ($1,280.00/month)

Bachelors degree

Last Active

July 11th, 2024 (671 days ago)

Member Since

July 11th, 2024

Profile Description

I have experience working as a Financial Planning Assistant/ Client Services Officer with a can-do attitude. Below are the tasks that I am capable of performing for you:
????Send emails and use Xplan to follow up with clients for updates.
???? Prepare client review packs and portfolio reports. (MLC, CFS, IOOF, Macquarie, Zurich, and so on)
???? Wealthsolver, and Risk researcher.
???? Maintain and update software systems (XPLAN) with client information.
???? Preparation of simple advice documents like ROA hold/no change.
???? Liaise with third-party office suppliers, fund managers, and other product providers, & conduct research.
Please check my CV for more information.

Top Skills

E-Commerce » Product Research

Experience: Less than 6 months

Accounting » Financial Accounting » Financial Planning

Experience: 1 - 2 years

Accounting » Financial Accounting » Xplan

Experience: 1 - 2 years

I am well knowledable using XPLAN and data entry for the client's details

Other Skills

Marketing » CRM » Salesforce

Experience: 1 - 2 years

Basic Information

Age: 31

Gender: Female

Website: Sign Up with Pro Account to View

Address

Tests Taken: None

Government ID: Sign Up with Pro Account to View

“I have one of the best VAs I've had in a long time...she's been amazing”

Davonna Willis

SEE MORE REAL RESULTS

“He's been absolutely superb!”

- Ed Currer

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BENCHMARKS

Loading Time: Base Classes	0.0007
Controller Execution Time ( Jobseekers / Info )	0.0248
Total Execution Time	0.0261

GET DATA

No GET data exists

MEMORY USAGE

1,390,536 bytes

POST DATA

No POST data exists

URI STRING

jobseekers/info/3576373

CLASS/METHOD

jobseekers/info

DATABASE: onlinejobs (Jobseekers:$db) QUERIES: 28 (0.0158 seconds) (Show)

0.0003	`SELECT * FROM exrates WHERE rate_name = 'USD-PHP'`
0.0004	SELECT * FROM `jobseekers` WHERE `jobseeker_id` = '3576373' LIMIT 1
0.0026	SELECT * FROM `jobseeker_meta` WHERE `jobseeker_id` = '3576373'
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0.0003	SELECT * FROM `jobseekers` WHERE `jobseeker_id` = '3576373' AND `is_private` = 1
0.0002	`SELECT * FROM employment WHERE jobseeker_id = '3576373' AND hired > -1`
0.0003	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` = '3576373' AND `employers`.`deactivate` = 0 AND `employer_comment`.`comment_status` = 'ACTIVE' ORDER BY `employer_comment_id` DESC
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0.0002	`SELECT * FROM employer_comment WHERE employer_id = ''`
0.0015	SELECT `facebook`, `manual_fb_score` FROM `jobseekers_trust` WHERE `jobseeker_id` = '3576373'
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0.0014	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` = '3576373' ORDER BY `jsct`.`rate` DESC
0.0003	SELECT * FROM `jobseekers_trust` WHERE `jobseeker_id` = '3576373'
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0.0002	SELECT * FROM `testimonial_videos` WHERE `placement` = 2 OR `placement` = 0 ORDER BY RAND()
0.0002	`select * from teasers`
0.0003	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 * 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)

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