Shanya Rathnayake

katugastota, Sri Lanka · Expert
Available now

Financial Services & Paraplanning Specialist | Banking | Wealth Management | Business Analysis

$10.00/hr
I am a Financial Services, Banking, Paraplanning and Business Support professional with experience across banking, wealth management, financial planning, customer service, business development, consulting analysis, financial research and administrative support.Throughout my career, I have worked in client-facing and back-office financial services roles, supporting customers, advisers and businesses with financial adm…

Skills

Document Preparation Data Entry Financial Analysis & Modeling Executive Virtual Assistance Personal Virtual Assistance Customer Onboarding Customer Success CRM Administration Copywriting

No completed jobs yet.

Employment history

Banker | Private Bank

2020-01-01 – 2024-01-01 · Sri Lanka

Consultant Analyst | WeCrest

2024-01-01 – 2025-02-01 · Remote

Customer Service officer | Money Know How

2025-02-14 – 2026-10-01 · Remote