About Shara Lou America
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About me
Accomplished Admin Assistant and Paraplanner in one specializing in working with Financial Advisers to prepare plan documents and implement recommendations. Prepared to bring abilities and experience to make immediate positive contributions to business success.
Experience
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2022 - Present
Miss Muffet Boutique
Financial Analyst /Administrative Assistant - Part time
Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability and expense forecasts.
• Collected data from other divisions to support quarterly forecasts.
• Reviewed financial reports and streamlined operations to increase productivity and company profits.
• Reconcile bank statements using Xero.
• Email clients and sending invoice for their orders.
• Collect payments by sending reminders via WhatsApp / Email.
• Does monthly audit to make sure we keep track of the business’ revenue.
• Calls suppliers to follow up or order supplies for the store. -
2020 - 2022
Freelance
Admin Assistant / Paraplanner
• Setup client files and adding client data to the financial planning software
• Prepare forms, documents and templates
• Type up client questionnaires & portfolio reports
• Prepare product comparison reports. This requires emails, phoning insurance and investment companies and get specific client portfolio information.
• Prepare insurance premium estimates and quotes using specific software.
• Prepare application forms and reports
• Submit application forms and follow up applications, insurance underwriting, medicals.
• Download and collate documents and other research
• Update and maintain client data base
• Basic Marketing activities (i.e., sending email newsletters, arranging client events)
• Sort out Adviser’s emails
• Prepare technical reports and recommendations, implementing recommendations.
• Prepare annual reviews, Statement of Advice (SoA) and Record of Advice (RoA). -
2018 - 2020
VA Platinum
Admin Assistant / Paraplanner
• Work alongside with two financial advisers to create and recommend a financial plan to meet their clients’ needs.
• Analyse and assess the information gathered from the client and discuss the possible solution with the adviser before preparing the recommendation.
• Researching the ins and outs of financial products, analysing data and formulating financial plans which are presented to the clients via Statement of Advice.
• Prepared for meetings by gathering materials, reports and presentations.
• Completed research into complex financial topics.
• Modeled financial data for staff and customer use.
• Examined financial statements and records to collect important details and verify calculations.
• Complete Insurance Needs Analysis and prepare Insurance Quotes
• Maintenance of member files, data collection and implementation
• Conduct Risk and Super Research
• Produce SoA’s and RoA’s.