Overview
Looking for an organized professional, who is comfortable with technology and can multitask effortlessly.
Tasks include:
• Onboarding clients
• Keeping-CRM-Client Relations Management software updated
• Client check-in and schedule followup
• Streamline communication within the team.
• Help with social media postings
We are looking for someone to work approximately 10-15hrs a week.
About
We are a growing firm offering virtual CFO & bookkeeping services to small business owners.
Qualifications
Software currently used in our firm: Excel Canva Slack Google Docs Calendly CRM