Hi Boris,
I am from Croatia.
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.
Additionally, 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 shows my capability which I am able to use for this job:
• Excellent data entry skills
• Preparing client review statements and information, including performance reports
• Generate client account reports and documents for service meetings
• Analyse client investment portfolios
• Extensive use of XPLAN (IRESS) software
• Preparation of Fund's report
• Proficiency in financial research and in-depth data analysis of clients investment portfolios.
• Proficiency in Microsoft Word, Excel, PowerPoint, QuickBooks, etc.
Thank you for your consideration.
Sincerely,
Mirela Rupic