Customer Service / Paraplanner/ Financial Planning Assistant

I can be your all-around Virtual Assistant!
EXPERIENCES:
- Virtual Assistant
- Paraplanning
- Financial Planning Assistant
- eBay Virtual Assistant
- Customer Service Representative/ Subject

Skills: Email Management/Handling, Data Entry, Convert PDF to Word/Excel, Web Research, Admin Support, File organization, Customer Support, Customer Service, Microsoft Office, Google Workspace, Zik Analytics, DocuSign, Revex, XPlan, Canva, Calendar Management, Avaya Softphone.