Financial Planning and Analysis

• Provide back-office support to the financial planning team (data entry, client preparation, AI note editing).
• Input and manage data across financial software platforms: Lacerte, Holistiplan, Advyzon.
• Prepare and organize client files for meetings.
• Review and edit AI-generated meeting notes for accuracy.
• Create task lists for the in-house administrative assistant.
• Draft and send follow-up emails to clients after meetings.
• Support monthly billing coordination processes as needed.
• Work part-time (10 hours/week) during EST 10am-12pm M-F; not phone-based.

Virtual Assistant, Financial Planning Support

Experienced German MTPE Specialist, Finance

File Reviewer – Pensions & Investments

Finance Operation Specialist

Native Chinese Translator – Cantonese, Finance, iGaming

Cantonese Translator, Finance, iGaming