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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

スキル: 会計, データ入力, エクセル, ファイナンス, 支払管理

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採用者について:
( 0件のレビュー ) United States

プロジェクトID: #15854507

11人のフリーランサーが、このジョブに平均$1237で入札しています

$1250 USD 20日以内
(70件のレビュー)
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 もっと

$1250 USD 20日以内
(7件のレビュー)
3.8
arslanu2

I am available in compliance with the above listed requirements.

$1500 USD 30日以内
(3件のレビュー)
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 もっと

$1333 USD 30日以内
(0件のレビュー)
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 もっと

$1333 USD 30日以内
(0件のレビュー)
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 もっと

$1111 USD 20日以内
(0件のレビュー)
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 もっと

$1250 USD 20日以内
(0件のレビュー)
0.0
cindiegroup

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$1250 USD 20日以内
(0件のレビュー)
0.0
$1250 USD 15日以内
(0件のレビュー)
0.0
andy418

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

$1250 USD 20日以内
(0件のレビュー)
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 もっと

$833 USD 30日以内
(レビュー1件)
0.0