Job Board

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Administrative and Clerical

Assistant

Capstone Partners
Posted: 11/10/2021
Salary/Range: $20/HR
Location
DTC/Remote
Description:

Hello!  We are seeking an administrative assistant to work part time, flexible on hours, up to 20 per week.  Candidate will assist a financial planner with the following tasks: 

  • Pipeline and CRM Management
  • Client Follow Up/Correspondence
  • Data Intake
  • Outreach such as mailing letters 
  • File management 
  • Assistance with case prep 
  • Scheduling

No need for background or licensing in finance.  Candidate should have focus on detail and organization.  Opportunity to extend hours or grow within company/field if desired. 

To Apply: Haley Gray, hgray@financialguide.com, 8034293704