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sam_rpl

Sam RP

@sam_rpl

Virtual Assistant

Philippines
Anglais, Tagalog
Certaines informations sont présentées en anglais.
À propos de moi
Hi! 👋🏼 I'm the person behind FiledSmooth — a VA focused on neurodivergent individuals who find admin draining. If you're here from Ko-fi, think of this as the personalised side of what I do. I fill and return standard forms and tidy up files/documents; search job boards & company sites and compile tailored lists in a shared spreadsheet; and offer custom admin support including research, spreadsheets, and organisation help. 🗓️ I have 2 slots open per week. ⚠️ I do not provide recruitment placement, legal/financial advice, or account creation.... Plus d’infos

Compétences

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sam_rpl
Sam RP
hors ligne • 

Voir mes services

Assistance générale
I will provide admin assistance for neurodivergent professionals

Expérience professionnelle

Financial Planning Assistant

Unlisted • Temps plein

Feb 2026 - Apr 20262 mos

Supported financial services operations through document preparation, compliance administration, and client records management. Progressed from general administrative support to a financial planning role, where I prepared financial documentation, managed compliance requirements including fee disclosures and client opt-ins, and conducted research to support financial advisers. Developed familiarity with international regulatory frameworks and financial planning processes. Worked across CRM systems and adviser platforms in a fast-paced, detail-oriented environment.

Virtual Assistant

N/A • Freelance

Sep 2025 - Jan 20264 mos

Provided career research and administrative support to professionals. Evaluated professional backgrounds and CVs to guide organizational selection aligned with long-term goals. Conducted in-depth research on job markets, recruitment platforms, and company suitability for client. Produced detailed reports and presentations to communicate findings and recommendations. Skilled in navigating corporate and educational landscapes, with strong proficiency in Microsoft Office and Google Workspace.