Sam

Virtual Assistant | Financial Planning Assistant

Verified

mark as hired

Overview

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

at $3.37/hour ($320.00/month)

Bachelors degree

Last Active

May 14th, 2025 (364 days ago)

Member Since

April 5th, 2025

Profile Description

A year-long AU Financial Planning Assistant with expertise in managing email inboxes and DocuSign, organizing client files and documentation using Xplan, and creating review meeting forms, such as Adviser Service Fee Forms and Client Service Agreements.
Competent in updating adviser and client agreements, managing client files and paperwork, and helping AU Advisers create client forms. Devoted to adapting and learning new skills, and offering outstanding customer support and precision in database management and data entry.

Top Skills

Customer Support » Email Support

Experience: 2 - 5 years

Office and Administration » Client Relationship Management

Experience: 6 months - 1 year

Accounting » Financial Accounting » Xplan

Experience: 6 months - 1 year

Other Skills

Accounting » Bookkeeping

Experience: 1 - 2 years

Accounting » Financial Accounting » Financial Planning

Experience: 6 months - 1 year

Office and Administration » Microsoft 365

Experience: 2 - 5 years

Accounting » Xero

Experience: 6 months - 1 year

Accounting » Financial Accounting

Experience: 1 - 2 years

Design » Graphic Design » Canva

Experience: 2 - 5 years

Basic Information

Age: 27

Gender: Male

Website: Sign Up with Pro Account to View

Address: Cebu, Talisay

Tests Taken: IQ
Score: 120

Government ID: Sign Up with Pro Account to View

“"The process with OnlineJobs.ph was unbelieveably easy and simple. ..It's literally been game changing for me and for my life."”

Mike Killen

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	0.0018
Controller Execution Time ( Jobseekers / Info )	0.0375
Total Execution Time	0.0401

GET DATA

No GET data exists

MEMORY USAGE

1,404,264 bytes

POST DATA

No POST data exists

URI STRING

jobseekers/info/4097063

CLASS/METHOD

jobseekers/info

DATABASE: onlinejobs (Jobseekers:$db) QUERIES: 28 (0.0204 seconds) (Show)

0.0012	`SELECT * FROM exrates WHERE rate_name = 'USD-PHP'`
0.0009	SELECT * FROM `jobseekers` WHERE `jobseeker_id` = '4097063' LIMIT 1
0.0029	SELECT * FROM `jobseeker_meta` WHERE `jobseeker_id` = '4097063'
0.0011	SELECT `j`., `jj`. FROM `jobseekers` `j` INNER JOIN `jobseekers_jobdata` `jj` ON `j`.`jobseeker_id` = `jj`.`jobseeker_id` WHERE `j`.`jobseeker_id` = '4097063'
0.0002	SELECT * FROM `jobseekers_trust` WHERE `jobseeker_id` IS NULL
0.0004	SELECT * FROM `jobseekers` WHERE `jobseeker_id` = '4097063' AND `is_private` = 1
0.0010	`SELECT * FROM employment WHERE jobseeker_id = '4097063' 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` = '4097063' 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`
0.0005	`SELECT * FROM jobseekers_jobdata WHERE jobseeker_id = 4097063 LIMIT 1`
0.0005	`SELECT * FROM jobseekers_skills WHERE jobseeker_id = 4097063 LIMIT 1`
0.0006	`SELECT * FROM jobseekers j, jobseekers_jobdata jj,jobseekers_skills js WHERE j.jobseeker_id = '4097063' AND j.jobseeker_id = jj.jobseeker_id AND jj.jobseeker_id = js.jobseeker_id`
0.0002	`SELECT * FROM employer_comment WHERE employer_id = ''`
0.0016	SELECT `facebook`, `manual_fb_score` FROM `jobseekers_trust` WHERE `jobseeker_id` = '4097063'
0.0032	SELECT * FROM `skills_categories` WHERE `is_approved` = 1 ORDER BY `name`
0.0015	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` = '4097063' ORDER BY `jsct`.`rate` DESC
0.0004	SELECT * FROM `jobseekers_trust` WHERE `jobseeker_id` = '4097063'
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()
0.0003	`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
0.0008	`SELECT user_level, rebill_date, jobseekers_seen, jobseekers_seen_override from employers WHERE employer_id = ''`
0.0003	`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	1778700408
last_page	https://v1.stage.onlinejobs.ph/jobseekers/info/4097063
csrf-token	25ec644ec407f772c9d3e87113518e89

CONFIG VARIABLES (Show)

base_url	https://v1.stage.onlinejobs.ph
log_threshold	2
enable_profiler
index_page
uri_protocol	PATH_INFO
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language	english
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composer_autoload	vendor/autoload.php
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enable_query_strings
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log_file_permissions	420
log_date_format	Y-m-d H:i:s
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sess_match_ip
sess_time_to_update	300
sess_regenerate_destroy
cookie_prefix
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cookie_path	/
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cookie_httponly
standardize_newlines
global_xss_filtering	1
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csrf_token_name	csrf_test_name
csrf_cookie_name	csrf_cookie_name
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csrf_regenerate	1
csrf_exclude_uris	Array ( )
compress_output
time_reference	local
rewrite_short_tags
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maintenance	Array ( [admin] => Array ( [verification] => ) [announcement_bar] => Array ( [show_slow_issue_message] => ) )
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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