The Strategic Implementer, LLC
Job details
- Pay: $25 – $30 an hour
- Job type: Part-time
- Shift and schedule: 4 hour shift
- Work setting: Remote
Full job description
About the Strategic Implementer
The Strategic Implementer is a firm that collaborates exclusively with financial advisors and wealth managers. Our goal is to help our clients have a clear strategic plan and then implement that plan. Many advisors have strategic plans – most do not implement for a number of reasons.
We have been in business since 2006. Please check out Ginny’s LinkedIn page for further information.
Requirements:
- Highly intelligent, resourceful, and solutions oriented.
- A Master of prioritization, able to juggle multiple tasks with precision.
- Unafraid to “take the bull by the horns”, you take charge and own your responsibilities.
- Naturally proactive, seeing around corners and addressing issues before they escalate.
- Impeccably organized with a high sense of urgency and attention to detail.
- Discreet and trustworthy, capable of handling sensitive information with the utmost confidentiality.
- Adept at executive-level communication, both written and verbal.
Your responsibilities
- Help new clients onboard.
- Get clients/employees/others into Redtail CRM as needed.
- There is clean up to do in Redtail as well.
- Upload files to box.
- Review my Krisp.ai notes each day/two days.
- Keep Teamwork project management software up to date.
- Keep ninety.io software up to date.
- Add projects to my calendar.
- Send birthday cards to clients online through American Greetings
- Help with my digital marketing.
- One offs for clients.
Salary & Benefits
- $25.00 to $30.00 per hour based on experience
- Virtual so work from anywhere
Job Type: Part-time
Pay: $25.00 – $30.00 per hour
Expected hours: 20 per week
Schedule: 4 hour shift
Experience: Financial Advisory or Wealth Management: 1 year (Preferred)
Skills
- Microsoft Office
- Wealth management
- Project management software
Education
- Master’s degree
FAQs for the Administrative Assistant role:
Q: What is The Strategic Implementer, LLC?
A: The Strategic Implementer is a firm that collaborates exclusively with financial advisors and wealth managers to help them develop and implement strategic plans. The company has been in business since 2006.
Q: Is this a remote position?
A: Yes, the job is fully remote, allowing you to work from anywhere.
Q: What is the pay range for this position?
A: The salary ranges from $25.00 to $30.00 per hour, depending on experience.
Q: What is the expected work schedule?
A: This is a part-time role with an expected workload of about 20 hours per week, requiring a 4-hour shift.
Q: What skills are required for this role?
A: The ideal candidate should be proficient in Microsoft Office and project management software. Experience in financial advisory or wealth management is preferred.
Q: What level of education is required?
A: A Master’s degree is preferred but not explicitly stated as a requirement.
Q: Do I need prior experience in financial advisory or wealth management?
A: Yes, one year of experience in financial advisory or wealth management is preferred.
Q: What are the main duties of this role?
A: Responsibilities include onboarding new clients, managing Redtail CRM, updating project management software (Teamwork and Ninety.io), scheduling projects, sending birthday cards to clients, supporting digital marketing efforts, and handling client-specific tasks.
Q: Will I need to handle sensitive information?
A: Yes, the role requires discretion and confidentiality when managing client and company information.
Q: How can I apply for this role?
A: Check the details below.
Q: Will there be an interview?
A: The hiring process was not mentioned, but most companies conduct interviews to assess candidates’ skills and experience.
Method Of Application
Qualified and interested applicant should click the APPLY HERE LINK below to start filling out the application form and submit it before the deadline.
APPLY HERE
Deadline: Not Specified
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