Personal Financial Assistant
Location:Zagreb, Croatia (From home)Education level: College/University
Education field: Other
Years of experience:
As qualified person with Kaplan Diploma of Financial Planning and Diploma of Economy I'm providing flexible & affordable support as self-employed.
Some of Services which we can do for you are as following:
• Preparation of Fund's report and many others financial reports
• Obtaining insurance quote for a client, Saving scanned documents & emails in Xplan and Dropbox
• Perfectly using MS Office (Excel, Word, Power Point, etc)
• Every day contact by email/phone with the clients
• Creating of invoices
• Excellent knowledge of Xplan system, IRESS system, etc
• Excellent knowledge of Mailchimp, Getresponse, etc for newsletters, email campagne, etc
• Highest level of database and data entry
• Wodrpress updating of website
Our aim is to provide excellent services to all my clients and make them able to running their businesses without mostly administration and paperwork, allowing them to save on the expensive of a permanent employee.
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