I've done some research activities and preparation of business plans and have skills in using SAP, XPLAN, Class Super, BGL Desktop, and BGL 360. I also have good skills using Microsoft Office.
I'm results oriented and very keen to details and always willing to learn new ideas for improvement. Through my combined skills, I'm sure that I can contribute to my organization a lot.
As a Financial Planning Assistant, I'm currently assisting with the preparation of Implementation Forms, maintaining client files, calling with the providers if needs to, lodging the forms into the adviser portal, etc.
