Suljettu

Virtual Assistant for Independent Financial Planning Practice

Requirements: Must have own transportation and be willing to work from home.

Must have a clean background check - fingerprinting and BCI is required prior to

starting. Must have excellent oral and written communication skills. The right

candidate will possess the ability and initiative to pick up the phone and speak with

clients and institutions directly throughout the day to service existing accounts.

Strong computer, phone and office skills are necessary including a mastery of Microsoft

office products. Must have neat handwriting. Must be comfortable with industry language

and operations to be successful in this role. Securities and insurance producer licenses not

required but is a plus.

Qualified applicants should submit their resume and cover letter via email

Taidot: kirjanpito, tiedonsyöttö, Excel, Rahoitus, Palkkalista

Näytä lisää: virtual assistant requirements, virtual assistant practice, virtual assistant job requirements, virtual personal assistant, virtual financial advisor assistant, virtual assistant investment advisor, data entry, excel, accounting, finance, payroll, virtual assistant financial services, virtual assistant financial, purchase financial planning practice, financial planning practice buy sell agreement, virtual assistant wedding planning, independent virtual assistant, strategic planning virtual assistant, virtual assistant writer requirements, virtual assistant german language

Tietoa työnantajasta:
( 0 arvostelua ) United States

Projektin tunnus: #15854507

11 freelanceria on tarjonnut keskimäärin %project_bid_stats_avg_sub_26% %project_currencyDetails_sign_sub_27% tähän työhön

$1250 USD 20 päivässä
(70 arvostelua)
6.4
thuyduongrands

Dear Mardam or Sir, You need an accountant . I am the one you need . I have great experience working as an Accounting throughout my career. I have over 10 years of experience and knowledge of accounting and good skill Lisää

$1250 USD 20 päivässä
(7 arvostelua)
3.8
arslanu2

I am available in compliance with the above listed requirements.

$1500 USD 30 päivässä
(3 arvostelua)
2.4
pagal12345

I have a calling experience of more then thirteen years and called customer's from UK,US and Australia,I worked for many Big Brands in UK,US and [login to view URL] for Australian bank for nine years. Relevant Skills and Lisää

$1333 USD 30 päivässä
(0 arvostelua)
0.0
NetJobsIntl

NetJobs Intl. offers qualified virtual assistants with great experience in the field. Diligent, proactive and extremely efficient. With us, the completion of every task is guaranteed. AFull time VA Assigned to your ent Lisää

$1333 USD 30 päivässä
(0 arvostelua)
0.0
ovship

Based in New York, USA Accounting graduate, experienced in managing insurance agency operations Strong communication, customer service, organizational & time management skills Highly proficient in MS Office and othe Lisää

$1111 USD 20 päivässä
(0 arvostelua)
0.0
selahnova

You have explained that you are looking for a Virtual Assistant who is able to effectively speak with clients over the phone daily. In my 5 years of experience as an Assistant, I have developed strong interpersonal Lisää

$1250 USD 20 päivässä
(0 arvostelua)
0.0
cindiegroup

Hello, my name is cindy, nice to meet you, i am a chinese girl located in beijing, i have bachelor degree in english and master degree in marketing. i have more than 8 years working experiences as marketing managers an Lisää

$1250 USD 20 päivässä
(0 arvostelua)
0.0
$1250 USD 15 päivässä
(0 arvostelua)
0.0
andy418

Have extensive experience in Investor Relationship Management. Have worked with all types of capital raising packages.

$1250 USD 20 päivässä
(0 arvostelua)
0.0
mxeka17

hello. i am a student for electronic and digital telecommunication engineering. THe program is in English so i know very well also the technical english. I am in C1 level for english writing. I am also a fan of online Lisää

$833 USD 30 päivässä
(1 arvostelu)
0.0