Administration Support Required
- or -
Post a project like this1894
£15/hr(approx. $19/hr)
- Posted:
- Proposals: 24
- Remote
- #2273224
- Awarded
IT Consultant |Virtual Assistant| graphics| | Website design | social media management .
Nairobi
2098966254723119141151289102108572951868124039791909761135751661932362955815804
Description
Experience Level: Intermediate
Virtual administrative support required 10-20 hours per week working a for a Financial Advice practice.
We are seeking someone who can work well remotely, is an expert in MS Office package and has strong analytical/maths skills and experience. Knowledge of investments, pensions and ISA's would be beneficial.
Must be able to learn and get to grips with a specialist back office CRM system in efficiently and effectively.
As we work in a highly regulated environment the individual must take pride in recording and detailing every action and keeping systems and data up to date at all times.
Whilst we need immediate support with basic tasks at outset we are looking for someone who is hungry to learn to enable them to do more comprehensive tasks including investment switches, valuation reports and more specialist financial services work.
We are seeking someone who can work well remotely, is an expert in MS Office package and has strong analytical/maths skills and experience. Knowledge of investments, pensions and ISA's would be beneficial.
Must be able to learn and get to grips with a specialist back office CRM system in efficiently and effectively.
As we work in a highly regulated environment the individual must take pride in recording and detailing every action and keeping systems and data up to date at all times.
Whilst we need immediate support with basic tasks at outset we are looking for someone who is hungry to learn to enable them to do more comprehensive tasks including investment switches, valuation reports and more specialist financial services work.
Steve G.
100% (4)Projects Completed
12
Freelancers worked with
9
Projects awarded
18%
Last project
18 Jan 2024
United Kingdom
New Proposal
Login to your account and send a proposal now to get this project.
Log inClarification Board Ask a Question
-
Hi Steve,
Is this a flexible 10-20 hours per week job please? Or do you need someone who has got to time -blocked for the said job.
Many thanks.
758324
We collect cookies to enable the proper functioning and security of our website, and to enhance your experience. By clicking on 'Accept All Cookies', you consent to the use of these cookies. You can change your 'Cookies Settings' at any time. For more information, please read ourCookie Policy
Cookie Settings
Accept All Cookies