Financial Planning Assistant

Posted 3 weeks ago

Worldwide

Summary

I am helping a friend who is a financial planner to find an assistant that can work on an hourly basis inputting information into his Financial Planning software. The ideal candidate will have experience in financial planning or related fields and be able to accurately and efficiently manage data entry tasks. Experience with Right Capital software is a plus.

Less than 30 hrs/week
Hourly
1-3 months
Duration
Intermediate
Experience Level
$15.00
-
$30.00
Hourly
Remote Job
Ongoing project
Project Type

Skills and Expertise

Mandatory skills

Microsoft Excel

Financial Accounting

Nice-to-have skills

Financial Analysis

Accounting

Activity on this job

Proposals:20 to 50
Last viewed by client:6 days ago
Interviewing:
0
Invites sent:
0
Unanswered invites:
0

About the client

Member since May 23, 2018

United States
Cedar Park7:05 AM
$31K total spent
8 hires, 2 active
2,772 hours

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