Admin Assistant|Lead Generation|SMM|Email Mgt

Overview

Looking for part-time work (4 hours/day)

at $7.00/hour ($616.00/month)

Bachelors degree

Last Active

April 17th, 2024 (12 days ago)

Member Since

May 7th, 2021

Profile Description

I am Upgrade to see actual info G. Upgrade to see actual info, 32 years old, and I am single. I would be happy to assist you in upscaling your business. I am proactive, reliable, a team player, and detail-oriented.I am very committed to creating quality output by doing my tasks promptly. I am very teachable. I always want to learn new things.I have a good sense of humor and I am happy to be working with different kinds of people. Since I have been working with different kinds of clients.I am delighted to give service to others.I am also a positive person, despite many challenges and trials in life. Instead, I find strength in it.My work includes all admin tasks. I am reviewing paperwork for specific clients and inputting all the information on the CRM. I am also in charge of a little bit of accounting stuff since I am dealing with client's fees and proposals from Xplanners. I am also in charge of inputting it into the system. I will be highlighting some of my experience as a Paraplanner such as reviewing paperwork received from the sales team and double-checking Xplanners documents and fees. Once all the information is correct, I will input the client’s information into the system to generate a statement of accounts to be sent to the financial advisor. Estimated transactions are 5-10 clients per day. Aside from being a Paraplanner, I am also a Social Media Manager responsible for creating and scheduling content and using Canva for quality output. I also have ample knowledge of how to use Google Workspace and G Suite, email management to keep your emails organized, and lead generation to help you find the right prospect for your business.