Dear Sir/Madame,
Having achieved my Kaplan Professional Diploma of Financial Planning, I have acquired a extensive of knowledge and skills in subjects including financial investment, accounts payable / receivable, superannuation/pension, insurance, tax reduction and administration services with excellent knowledge in Data Entry capability as I am Xplan Champion meaning I was working Data Entry job in this one of the perfect financial system.
I have worked for the past 10 year as an Financial Adviser Personal Assistant. With a strong foundation in the principles of finance, my complementary communication and time management abilities allow me to achieve in this challenging field.
Highlights of my background include:
• proficiency in Microsoft Word, Outlook, Excel, Google Docs, QuickBooks, Social Media sites, and Data Entry
• Preparing client's performance reports
• Preparation of Fund's report
• Proficiency in financial research and in-depth data analysis of clients investment portfolios.
• Generate documents for service meetings
• Analyse client investment portfolios
• Submitting new business and following through to completion stage – pensions/investments/protection and fund switches
• Dealing with new and existing business via online systems/platforms
• Extensive use of XPLAN (IRESS) software
• Preparation Statement of Advice (Paraplanner)
I am living in European Union (Croatia).
Thank you for your consideration.
Sincerely,
Mirela Rupic