Offer summary

Qualifications:

Proficiency in Microsoft Office Suite, especially Excel and PowerPoint., Strong verbal and written communication skills., Experience with basic social media management., Detail-oriented and organized with a professional phone manner..

Key responsibilities:

Manage calendars and assist with team onboarding tasks.

Follow up on client-related requirements and communicate with agents via email and phone.

Monitor and track agent goals and deadlines while maintaining organized records.

Handle basic social media management and support team communication.

Job description

This is a remote position.

Schedule:

20 hours/week Monday-Friday 9am - 2pm California time with unpaid break 1 hr

Responsibilities:

Calendar management
Help with team onboarding - emailing and following up on team tasks/goals
Follow up on client related pending requirements and follow ups from 5 agents via email and phone calls
Assist with monitoring and track agent requirements, goals and deadlines
Handle basic social media management, like daily posting of quotes/content

Support communication between team members

Maintain organized records using Microsoft Office tools

Requirements

Proficiency in Microsoft Office Suite, especially Excel/Powerpoint

Strong verbal and written communication skills

Experience with basic social media management

Ability to handle confidential financial information with discretion

Detail-oriented and organized

Professional phone manner

Reliable internet connection and quiet work environment

Experience in financial services industry preferred

Position available as 20 hours/week, possible fulltime in 6 months

Remote work with flexible scheduling options

Direct reporting to the broker/team supervisor

Handling sensitive financial information requiring strict confidentiality

Working within specified time zones to align with team schedule

Using provided secure VPN and communication tools

Benefits

Independent Contractor Perks

Permanent work from home
Immediate hiring
Steady freelance job

Please note that since this is a permanent work-from-home position and an “Independent Contractor” arrangement, the candidates must have their own computer and internet connection. They will handle their own benefits and taxes. The professional fees are on hourly rates and the rate depends on your performance in the application process.

ZR_24329_JOB

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