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@philiplay

Remote worker with 7+ years of experience - Last seen ago

Hi, Iโ€™m Philip, a seasoned professional with 3 years of experience as a financial advisor, specializing in mutual funds and mortgage approvals. Iโ€™ve also handled inbound calls for daily banking needs and have extensive experience with Salesforce, Microsoft Office tools, and various administrative tasks.

Iโ€™m adept at working remotely, having managed customer interactions and administrative duties efficiently from home. My goal is to leverage my skills in a remote role where I can contribute to a dynamic team and take on new challenges. Iโ€™m particularly interested in positions that allow me to utilize my financial expertise and customer service experience while offering the flexibility of remote work.


Skilled in financial advising mutual funds mortgage approval salesforce customer service remote work microsoft office administration inbound call handling crm financial products document management microsoft teams powerpoint zoom icebar 
Fluent in englishcantonese
Preferred timezone -8, -7
Preferred annual pay (min) $60,000/year
Preferred hourly pay (min) $30/hour
Last seen 1 year ago
Signed up 1 year ago
Badges ๐Ÿ‘จโ€๐Ÿ’ป Remote worker

๐ŸŽจ Maker

๐ŸŽ– Early adopter

Employment

2022 - 2023: Financial Solutions Manager @ Prospera Credit Union

2022 - 2023: Mutual Funds Investment Specialist @ Aviso Wealth

2019 - 2021: Money Advisor @ G&F Financial Group

Side Projects

2024 - 2025: Created a custom website for a client.

Education

2013 - 2018: Bachelors of Business Administration: Marketing Management @ Langara College

5ms