Personal Assistant to MD - I need a reliable quick book and excel master

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

Full Time

SALARY

$250-500 USD per month dependent on experience/results

HOURS PER WEEK

TBD

DATE POSTED

Jan 05, 2021

JOB OVERVIEW

I own and run a well established and very busy Insurance brokerage and we are currently working on rapidly expanding the size of the business.

I therefore need a PA who can administer our own accounts in more real time using Quickbooks Online to create budgets and dashboard reports to closely monitor our performance.

To analyse and manipulate our client data in excel to help business planning. A knowledge of Infusionsoft would be advantageous but not essential.

Acting as a virtual assistant in respect of filtering emails and diary management.

This is a key role in the future development of my business so please tell me what has been your best success has been to date and why you think you are the person to fulfill this vital role.

SHARE THIS POST
facebook linkedin