I'm looking for a reliable and smart admin to help manage my growing financial plannig business.
20-40 hours per week You can work remotely on some days, but you'll need to be in my office in Carlsbad one or two days a week.
Primary responsibilities include:
- responding to client requests
- opening account paperwork
- managing CRM software
- helping me with my business plan and outreach (this is not a sales position)
- data entry
About you:
- easy going and reliable
- quickly gets back to me
- can pass a background check (securities industry mandate)
- can navigate a common software programs (Microsoft and CRM)
Please send a note to introduce yourself and your resume.
Here's my website: www.stranskywm.com