Jobs: Part-time financial planning assistant

Jobs & Volunteer Opportunities
City: 
Albany
Ages: 
Adults

Small financial planning firm seeks an outgoing, friendly individual for part-time, flexible (contract-based) employment. Some of the potential projects and job responsibilities include:

Client Management
Reception
Manage CRM software 
Manage Planning softwareOther:
• Website updates/upgrades
• Other administrative and planning duties as assigned – water plants, light housekeeping, shredding

The work schedule is flexible with hours to be agreed on, but will entail approximately 25 hrs./week. Hours are flexible but will be roughly 10-3pm.

 Position Requirements 

* Experience with all Microsoft Office products
* Must have experience with Excel and Word and be comfortable in a PC/Windows environment 
* Detail oriented, strong work ethic
* Agreement to keep client and firm information confidential 

Contact
Julie Asti
julieasti [at] gmail.com