General Admin l Virtual Assistant
Laguna
Detail-oriented Paraplanner with a Bachelor’s in Accountancy, skilled in financial research, compliance review, and CRM workflow management. Responsible for conducting data analysis and drafting customized Statements of Advice (SOAs) to support senior financial advisers. Consistently optimizes client onboarding and report-generation processes to increase administrative efficiency while upholding strict regulatory standards.
Solara Wealth Ptyd, contract
Nov 2025 to May 2026
Conducted comprehensive financial research, data analysis, and regulatory compliance reviews to draft tailored Statements of Advice (SOAs) and strategic financial plans for senior advisers. Streamlined the client onboarding and report-generation process, reducing document turnaround times while maintaining a 100% compliance rating across all managed client profiles.