Any
TBA
TBD
Jan 12, 2023
Do you have the following experiences???
Accounting experience (understands profit and loss statements, budgets, balance sheets, how loans and interest expense works)
has experience with commercial real estate in the US
Has experience with LinkedIn marketing
experience with CRMs (creating work flows, adding new contacts)
Experience with researching profiles on the internet and linkedIn for potential clients
Experience creating weekly or monthly financial overviews/ reports
Experience speaking with customers/clients in the US
Experience with excel macros and investment models
Experience inputting, adjusting, and improving excel investment models
Work Highlights:
*Asset Management Admin / Support
*Investor Relationship Admin/ Support
*Research works
*Other tasks that may be assigned from time to time.
?Qualifications
Minimum 2 years of related experience
Bachelor’s degree in Business is required
Healthcare, Education, Real Estate background experience preferred
Has a background in Customer Service/Support field
Has a background in Social Media Management
*Experience/s working in a Wealth Management company is a big plus.*
On your application, include the following:
1. link to your CV
2. 3-Minute Video Introduction
*This is for immediate hiring*
Please do not apply if you do not meet the minimum qualification
Interviews will be conducted