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Virtual & Payroll Assistant

I am a Self employed Financial consultant in need of a Personal Assistant to help me supervise and perform a variety of administrative tasks in support of business operations and perform related duties as assigned. The position allows you to work from home most of the time and it is part-time. I need someone with Skill in communicating effectively with others both orally and in writing.

Job Description includes Order processing, client follow up and reviews, scheduling meetings, answering phone calls, ordering supplies, making clients feel special, mailings and even a little scanning and filing, along with arranging seminars and various other support duties. Ability to multi- task and prioritize a large number of tasks while maintaining accuracy and efficiency. A positive, supportive and skilled approach to client and advisor requests is a must. Knowledge of computer applications such as MS Word and Excel, energy, enthusiasm, initiative, a willingness to learn and a desire to make a difference in people’s lives is required. Duties to include order processing and client support of our investment trades. Training will be provided where necessary. Accuracy, attention to detail, comfort with system applications required. On-going duties to include following up on account transfers, preparing client review meetings involving scheduling, confirming, preparing statements and reports and agendas, following up on action items for collection of information, and rescheduling of tasks and meetings. Ability to maintain strict confidence of our clients’ personal and financial information is a must.

Evner: Regnskab, Kundeservice, Dataindførsel, Excel, Virtuel Assistent

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Om arbejdsgiveren:
( 0 bedømmelser ) Miami Florida, United States

Projekt ID: #16997862

66 freelancere byder i gennemsnit $503 på dette job

EngOsama75

Hello, I am applying on this post as a virtual assistant, i am also a self-employed, so i can work for you based on the job description and requirements mentioned on this post. I can offer you 8 hours a day, 5 days Flere

$300 USD in 30 dage
(9 bedømmelser)
5.5
vasudhapradhan

I worked as an office assistant back in India, currently, I am working as virtual assistant for a New York based firm. Also, I have been involved in data entry projects here on this site. I have decent experience of do Flere

$277 USD in 10 dage
(18 bedømmelser)
4.4
Vasily74

Hi there, my name is Vasily, and it will be pleasure for me to join you as a virtual assistance. Contribute all my efforts and skills to deliver best results for you. You can have a look in my profile for reference Flere

$750 USD in 10 dage
(8 bedømmelser)
5.1
rokr167

Hi, How're you doing today ? This is Logan. Thanks for visiting my profile. I've been in this industry since 2011 and have worked in various different marketing/lead gen campaigns. I've been doing B2B sales since Flere

$750 USD in 10 dage
(8 bedømmelser)
3.7
Michashica29

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sinharia93

Ability to do fast research and come up with insightful solutions are the strengths that I have acquired over the years. Your project requirement seems interesting as it seems to provide me the opportunity to use my s Flere

$250 USD in 10 dage
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elegantkorner

A proposal has not yet been provided

$500 USD in 30 dage
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Tosinakinsete

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ajmhaan

A proposal has not yet been provided

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1.4
dmalag1201

Hi Potential Employer, Please consider me. I am confident to say I have the qualities needed for this kind of job. I possess excellence in both written and oral communications. I have worked in the corporate world f Flere

$388 USD in 15 dage
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Kkonxeptz

A proposal has not yet been provided

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JRDglobal

Hi, Greetings! I am very interested with the job, taking into consideration that administration manager is my expertise & I am experienced in customer service handling so as accounts administration. I am confident I Flere

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utsavarathi

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biswadeepdatta

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mehulmtimbadiya

DEAR HIRING MANAGER Areas of interest and specialization include but are not limited to: ✪PDF (Conversions to/from Ms Office, editing, splitting, forms etc.) ✪Ms Excel (VBA, Macros, Pivots, Dashboards, Managing Flere

$500 USD in 10 dage
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shrutivgarg

Hi i have done my MBA in finance profile and have good knowledge in accounting and can communicate well. Can help you out in data entries and have good command on working in Excel. Relevant Skills and Experience I am Flere

$555 USD in 10 dage
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camscabrestante

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$250 USD in 5 dage
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