Olongapo, Philippines
Financial Planner/Administrator/Virtual Assistant
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About Me
Jyssilee Marcillano | Associate Financial Planner/Administrator
I’ve been working in DBA since 2018 as a Financial Planner/Administrator. I'm enjoying working in the field of Financial Services as I am exposed on doing Statement of Advice SOA, Record of Advice ROA, basic administrator like XPLAN support, commpay, bank reconciliation, super research, insurance analysis, data entry, transcribing etc.
I have knowledge on accessing different software such as XPLAN, Astute Wheel, Zendesk, Hubspot and Nlink as well as different insurance adviser portal like BT, AIA, Onepath, Zurich, TAL, Macquarie, etc.
I am a graduate of Bachelor of Arts in Mass Communication and my communication skills is my asset. Different task and clients lead me to whom I am now, a strong independent woman who is capable of doing different things.
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$30/hr
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