Financial Services Admin

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TYPE OF WORK

Part Time

SALARY

38000

HOURS PER WEEK

20

DATE UPDATED

Jul 28, 2026

JOB OVERVIEW

Manage google calendar, manage google email inbox using Gmail Delegation, sorting out into categories labeled, data entry to update client files in Asset Map and in WealthBox and Drake Tax, filling insurance and investment applications (Schwab) and forms online, submitting for review and e-signatures, following up on needed corrections to documents, making calls to schedule appointments scheduling zoo ---------- etings with clients and prospects or in person meetings (varies depending on location of client). Calls or texts to confirm appointments 24 to 48 hours in advance from reviewing Google calendar.

SKILL REQUIREMENT
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