Virtual Assistant, Accounts Assistant, Financial Advisor etcVirtual Assistant, Accounts Assistant, Financial Advisor etc
nelly
ID Verified$1,000
per month
($6/hour)
Profile Description
Detailed oriented and adoptable professional with experience as a financial advisor, virtual assistant and accounts Assistant. Skilled in customer relationship management, financial record keeping, Administrative support, scheduling, data entry, invoicing and communication. Experienced in assisting clients with financial services, handling accounts documentation and supporting day to day accounting operations. Strong Organizational, multitasking and problem solving abilities with proficiency in ...
Skills & Expertise
Skill Levels Explained:
💡 Hover over any skill level to see exact years of experience
Finance & Accounting
Virtual Assistance & Admin
Sales & Business Development
Content & Writing
Work Experience
Financial Advisor
Britam Holdings Company
Jan 2026 - Present
Job Responsibilities:
Advised clients on suitable insurance and investment products based on their financial needs and goals built and maintained strong relationships with clients through excellent customer service and financial guidance. increased client retention by providing regular policy reviews and follow up support. Recognized for professionalism, reliability and ability to meet deadlines in a fast paced environ...
Virtual Assistant
M-kopa
Feb 2025 - Nov 2025
Job Responsibilities:
Managed emails, calendars and appointment scheduling for clients and teams. Assisted in clients follow-ups and clients relationship management. Managed data entry, record keeping and spreadsheet management with accuracy. etc