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Virtual Assistant for Independent Financial Planning Practice

$750-1500 USD

Closed
Posted over 6 years ago

$750-1500 USD

Paid on delivery
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
Project ID: 15854507

About the project

11 proposals
Remote project
Active 6 yrs ago

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11 freelancers are bidding on average $1,237 USD for this job
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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 data entry, good at Office software and Xero, Myob, Quickbooks software all so. I will benefit you and your company if hired by you. I can deliver projects on time and to a high standard. I am ready to be hired by you now. Work plan: I will use 1 to 8 hours/day work for you with the most careful and correct accounting standards. Please hire me and contact me.
$1,250 USD in 20 days
4.5 (7 reviews)
3.8
3.8
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I am available in compliance with the above listed requirements.
$1,500 USD in 30 days
5.0 (3 reviews)
2.4
2.4
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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 entire disposition, 1 backup VA and a supervisor, to ensure the proper guidelines are met. Feel free to ask any question, we are ready to start assisting you.
$1,333 USD in 30 days
0.0 (0 reviews)
0.0
0.0
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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 other relevant computer programs Proven 100% accuracy in tasks performed
$1,111 USD in 20 days
0.0 (0 reviews)
0.0
0.0
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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 and communication skills. If hired, I will bring my abilities and top-notch administrative skills and I truly believe I'd be an asset for the office. My skill set seems to be a perfect match for what you're looking for. In addition, I enjoy working with people, and would welcome the opportunity to be a part of your team.
$1,250 USD in 20 days
0.0 (0 reviews)
0.0
0.0
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Have extensive experience in Investor Relationship Management. Have worked with all types of capital raising packages.
$1,250 USD in 20 days
0.0 (0 reviews)
0.0
0.0
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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 electronic shopping so in general i know very well how online support work and know very well how to write product discriptions. Before 1 week i finished my 3 month internship in a telecommunication company working in different parts such as support desk coorporate, help desk and network operating center. i am new in working online. So writing expecially technical writing in English is one of my advantages. To tell the truth, i do not care a lot for the money initially, since firstly i want to be known. i can do whatever you want. also if you have any other requirement also on salery, please send me. i hope you will be satisfied. Thanks!
$833 USD in 30 days
5.0 (1 review)
0.0
0.0

About the client

Flag of UNITED STATES
United States
0.0
0
Member since Dec 12, 2017

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