Lady

Paraplanner / Adviser Assistant

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Overview

Looking for part-time work (6 hours/day)

at $5.90/hour ($840.00/month)

Bachelors degree

Last Active

September 25th, 2025 (230 days ago)

Member Since

September 2nd, 2025

Profile Description

I’m Ella, working as both a Paraplanner and an Adviser Assistant. In my role, I make sure everything runs smoothly by supporting advisers with research, compliance, and client documentation, while keeping things organized and efficient.
I take pride in creating a positive impact within the team by not only supporting day-to-day tasks but also looking for ways to make processes more efficient and effective.
At the same time, I’m focused on developing my leadership skills—whether that’s by mentoring colleagues, sharing knowledge, or encouraging collaboration so I can contribute to building a stronger, more motivated, and high-performing team.

Top Skills

Office and Administration » Microsoft 365

Experience: 5 - 10 years

Office and Administration » Client Relationship Management

Experience: 1 - 2 years

I worked as a Client Services Specialist for two years, where I developed and maintained strong client relationships by delivering prompt support, personalized service, and consistent follow-up

Other Skills

Marketing » CRM » HubSpot CRM

Experience: 6 months - 1 year

I use HubSpot for marketing tasks, managing contacts, automating communications, and coordinating adviser calendars.

Accounting » Financial Accounting » Financial Planning

Experience: 2 - 5 years

I have extensive experience supporting financial advisers by conducting client research, performing compliance checks, preparing documentation, and managing administrative tasks to ensure the seamless delivery of financial advice.

Office and Administration » Communication

Experience: 5 - 10 years

I have a strong verbal and written communication skills used to build rapport, deliver information clearly to clients or customers, and foster teamwork across departments.

Accounting » Financial Accounting » Xplan

Experience: 2 - 5 years

I use Xplan for managing client data, producing financial plans, track workflows, and ensuring compliance in financial advice processes.

Accounting » Xero

Experience: 6 months - 1 year

I use Xero to process and track invoices, as well as manage financial records efficiently.

Marketing » CRM » Salesforce

Experience: 1 - 2 years

We use Salesforce to manage leads, track client interactions, and oversee sales pipelines, enhancing overall customer engagement

Audio Editing » Amadeus Pro

Experience: 1 - 2 years

As a tourism graduate with front desk experience, I was trained in using Amadeus CRM - a travel booking and reservation system - for managing international travel arrangements and coordinating client itineraries

Design » Graphic Design » Canva

Experience: 1 - 2 years

I use Canva to help prepare presentations, marketing materials, and client-facing documents with ease.

Office and Administration » Team Leadership

Experience: 1 - 2 years

I served as a Team Leader, where I mentored colleagues, fostered collaboration, and enhanced team performance through proactive support and leadership initiative.

Basic Information

Age: 31

Gender: Female

Website: Sign Up with Pro Account to View

Address: Pasay, Pampanga

Tests Taken: None

Government ID: Sign Up with Pro Account to View

“I have found someone who is smart, has a great work ethic and is easy to work with.”

Sara Brumfield

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 )	0.0305
Total Execution Time	0.0318

GET DATA

No GET data exists

MEMORY USAGE

1,426,384 bytes

POST DATA

No POST data exists

URI STRING

jobseekers/info/4453886

CLASS/METHOD

jobseekers/info

DATABASE: onlinejobs (Jobseekers:$db) QUERIES: 28 (0.0190 seconds) (Show)

0.0004	`SELECT * FROM exrates WHERE rate_name = 'USD-PHP'`
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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` = '4453886' AND `employers`.`deactivate` = 0 AND `employer_comment`.`comment_status` = 'ACTIVE' ORDER BY `employer_comment_id` DESC
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0.0004	`SELECT * FROM employer_comment WHERE employer_id = ''`
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0.0004	SELECT * FROM `jobseekers_trust` WHERE `jobseeker_id` = '4453886'
0.0003	`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`
0.0003	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 = ''`
0.0003	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 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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