Bianca Toledo
$15/hr
Financial Planning Associate
- Reply rate:
- 33.33%
- Availability:
- Hourly ($/hour)
- Location:
- Cebu City, Central Visayas, Philippines
- Experience:
- 10 years
Other
About
As a financial planning associate, I assist the financial advisers in preparing a Statement of Advice by researching what investment options matched the client's risk profile, updating the client's investment status in the CRM, preparing paperwork for necessary financial transactions, and creating reports for quarterly and annual meetings.
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