Personal Assistant for a Financial Advisor

Hi there, I am experienced in client prospecting, outreach, and database management, with a strong focus on organization and efficiency. I can assist you with: Researching and identifying potential clients Managing communications, schedules, and follow-ups Developing the RUNsgd website with a client information form Streamlining and tracking prospecting activities My proactive approach ensures seamless support for your financial advisory goals. Let’s connect to discuss how I can contribute to your success. Best regards, Iqbal

Hi, hope you are doing well! I’d be delighted to assist you as a proactive Personal Assistant to streamline your client prospecting and outreach efforts. With experience in research and communication, I can help identify potential clients, manage schedules and follow-ups, and ensure your database is always up to date. Additionally, I can support you in creating and managing the RUN sgd website, including designing a form to efficiently collect and organize client information. Let’s work together to enhance your prospecting activities and build a system that keeps your operations smooth and efficient. I’m excited about the opportunity to contribute to your mission of helping Malaysians in Singapore with financial preparedness. Looking forward to discussing this further! Regards, Adnan

Hello, I see your project Personal Assistant for a Financial Advisor, and trust me, my expertise makes me the best fit for this task. and I offer the best quality of work within an affordable budget! The portfolio will be shared via chat. Let’s connect so I can share exactly how I’ll make your project stand out and answer any questions you have.

Hello onirasarif, As an experienced Website Designer & Developer, I've completely understood your needs for your Project Personal Assistant for a Financial Advisor and I'm available to start working on this Right Away. I pride myself in the following things: - Continued support, even after completion. - Well informed about ongoing development. - 24/7 client support. - Guaranteed customer satisfaction. I am willing to provide the draft well within your budget and timeline with perfection and 100% satisfaction. Please see my profile/portfolio on this link with 5-star rating: https://www.freelancer.com/u/softiarttech We are offering best quality work and highest performance at lowest price. Please contact us to discuss more about your project. Thank You

Hello onirasarif, We went through your project description and it seems like our team is a great fit for this job. We are an expert team which have many years of experience on Financial Research, Financial Planning, Organization Design, Website Build, Database Management Please come over chat and discuss your requirement in a detailed way. Thank You

Building and fixing is not a daunting task; I have successfully created and managed databases for client outreach and prospecting in my previous freelance projects. I can support your financial advisory business by efficiently researching potential clients, managing communication, schedules, and follow-ups, as well as creating a user-friendly website for client information collection and organization. Additionally, I excel in organizing and tracking prospecting activities to ensure a streamlined process. Assuming you aim to enhance client acquisition and retention through effective communication and organization, I would love to discuss further how my skills align with your requirements. When are you available for a discussion to plan and strategize the implementation of these tasks?

Hi, we'll support your financial advisory services with efficient client prospecting and database management. Our team of 62 experts, with over 9 years of experience, is skilled in financial research, planning, and organization. Here's how we can help: ● Research and identify potential clients in Singapore. ● Manage communication, schedules, and follow-ups to ensure smooth client interactions. ● Create a website, RUNsgd, with a form to collect and organize client information. ● Organize and track prospecting activities to maximize your outreach efforts. Could you provide more details on your target client demographics and any specific website features you need? Let's discuss further to enhance your client prospecting and management!

As a seasoned financial advisor with over 15 years of experience across accounts, finance, and data analytics, I bring a unique skill set to not only manage your prospective clients but also seamlessly streamline your business operations. My professional qualifications, FCMA, CIPFA, MBA, represent my commitment to upholding industry-leading standards and delivering tailored solutions. I believe in cost-effective measures that maximize efficiency without compromising quality. By outsourcing your personal assistant needs to me, you can save up to 50% in costs while accessing the same top-tier services seen by major companies globally. What's more? I provide flexible options - whether you need a dedicated resource or project-based assistance, I tailor my services to meet your specific needs. A highly strategic thinker, I don't just perform tasks; I drive growth and optimize businesses to their maximum potential. With me managing your databases and overseeing prospecting activities, you'll have more time and energy to focus on what really matters - serving your clients effectively and improving their financial management. So why settle for mediocrity when you can have excellence? Reach out to me and let's not only plan for the short term but secure better financial futures for Malaysians in Singapore together.

Hello, Thank you for the job posting. I have been an assistant to a prudential shariah insurance agent in Indonesia for many years. My work includes keeping client records and administrative support. My existing process is currently manual, but I believe I can support your business. My best wishes and gratitude

Hello, I am a passionate newcomer to the financial profession with a strong desire to learn and progress. Your job posting for a proactive personal assistant aligns perfectly with my skills and personality. I am adaptable, responsive, and dedicated to achieving high-quality results in all tasks. As someone interested in the financial sector, I am pleased about the potential to assist you with research, scheduling, monitoring duties, and other obligations associated with this profession. I am convinced that my dedication and drive will benefit your efforts. I look forward to working with you and contributing to your projects.

Hi, I’m interested in contributing to your project as a Personal Assistant to help with client prospecting, communication management, and creating the RUNsgd website. With a strong background in financial planning and data organization, I can deliver high-quality results tailored to your needs. - Hourly Rate: $25/hour - Estimated Time: I can complete the tasks in 7 days, depending on the scope of the website and other deliverables. While I’m confident in my ability to meet your requirements, I believe an initial discussion will help finalize the exact timeline and expectations. Please feel free to reach out if you have any specific questions or need further clarification. Looking forward to your response! Best regards, Umurcan