Precision, accuracy, attention to detail and a high degree of organization are essential for this position.
You will enter and update contact records into Salesforce several times per week (typically 30-60 minutes per session).
You will locate and create PDFs of about 5-10 articles per week. In some instances, these files will then be attached to records in Salesforce.
You will research people, companies, vendors, software tools and other matters and create 1-2 page memos (with Excel spreadsheets, when applicable) summarizing your findings.
You will provide administrative support in other matters as necessary to support the President/Owner of a Denver, Colorado-based, rapidly growing financial advisory business.