Mirela R.

I have Kaplan Professional Diploma of Financial Planning and Master Degree of economic in tourism management with 15 years of experience in financial industry. Some of Services I can do for you are as following: • Preparation Statement of Advice (Paraplanner) • Preparing client review statements and information, including performance reports • Generate client account reports and documents for service meetings • Analyze client investment portfolios • Submitting new business and following through to completion stage – pensions/investments/protection and fund switches • Dealing with new and existing business via online systems/platforms • Extensive use of XPLAN (IRESS) software • Ad-hoc business related excel reporting • Preparation of Fund's report • Pproficiency in financial research and in-depth data analysis of clients investment portfolios. • Proficiency in Microsoft Word, Excel, PowerPoint, QuickBooks, etc. My aim is to provide excellent services to all my clients!