A year-long AU Financial Planning Assistant with expertise in managing email inboxes and DocuSign, organizing client files and documentation using Xplan, and creating review meeting forms, such as Adviser Service Fee Forms and Client Service Agreements.
Competent in updating adviser and client agreements, managing client files and paperwork, and helping AU Advisers create client forms. Devoted to adapting and learning new skills, and offering outstanding customer support and precision in database management and data entry.
