
Sam RP
Virtual Assistant
Skills

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Work experience
Financial Planning Assistant
Unlisted ⢠Full-time
Feb 2026 - Apr 2026 ⢠2 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 2026 ⢠4 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.