Virtual assistant

Admin Support Personal / Virtual Assistant Posted 2 years ago


Less than 30 hrs/week
1 to 3 months

Intermediate Level

I am looking for a mix of experience and value


Firm seeking an individual with excellent speaking skills to help Founder & CEO with all tasks related  running with a wealth management firm. Candidate should be familiar with word,excel,powerpoint and well versed in scheduling appointments. Fast starter preferred.
Knowledge of CRM necessary and Docusign essential.

Candidate must have securities industry experience.

A point person with client events and liaise with clients when necessary

Candidate fingerprinted as per FINRA regulations.

  • Other Skills:

Activity on this Job

Last Viewed by Client: 2 years ago

Invites Sent: 0

Unanswered Invites: 0

Hired: 1

About the Client

(5.00) 1 review

United States
New York 08:17 AM

4 Jobs Posted
50% Hire Rate, 1 Open Job

$47 Total Spent
2 Hires, 0 Active

$10.00/hr Avg Hourly Rate Paid
5 Hours

Member Since Apr 7, 2014