Assistant, 6 years expierance in financial services
Seeking: Executive Assistant ยท Financial assistant
Motivated and detail-oriented administrative professional with approximately five years of experience, currently working as a Personal Assistant within a Momentum Financial Planning practice. Experienced in client service, administrative coordination, document management and supporting financial services operations. Highly organized, adaptable and eager to learn, with strong communication and time-management skills. Currently preparing for the RE5 regulatory examination and seeking an opportunity for career growth within the financial services industry, ideally in a remote position.
Member Since
October 12, 2026
Last Active
8 days ago