Are you organized, reliable, and looking for a flexible part-time role that can complement your current job or studies? We’re seeking a dedicated Personal Assistant to support a Senior Accountant with administrative tasks that are primarily online. Position: Part-Time Personal Assistant Location: Remote (Online) – Work from anywhere! Hours: Approximately 10-15 hours per week, flexible schedule Salary: $20,000 – $30,000 annually (pro-rated based on hours) About the Role: As a Personal Assistant to a busy Senior Accountant, you'll be instrumental in ensuring smooth daily operations. The role is mostly remote, requiring excellent communication skills and attention to detail. Your main responsibilities will include: • Monitoring and reconciling minor bookkeeping tasks, • Receiving and managing emails, • Sending out emails to clients as needed, • Assisting with light administrative duties What We're Looking For: • Strong organizational and time-management skills, • Proficient in email communication and basic online tools (Google Workspace, Excel, etc.), • Reliable and proactive attitude, • Prior experience in administrative or bookkeeping roles is a plus but not required, • Ability to work independently and follow instructions Why Join Us? • Competitive pay with a salary cap of $20,000 to $30,000 per year, • Flexible hours – perfect for second jobs or students, • Work remotely from anywhere, • Opportunity to gain insight into the accounting and finance industry We look forward to hearing from you!
Job Overview We are seeking a knowledgeable and motivated Financial Consultant to join our dynamic team. In this role, you will provide expert financial advice and guidance to clients, helping them achieve their financial goals through effective investment strategies and wealth management solutions. The ideal candidate will possess a strong understanding of financial concepts and demonstrate exceptional analytical skills. Duties Conduct comprehensive financial analysis to assess clients' current financial status and future needs. Develop personalized investment management strategies tailored to individual client goals. Provide insights on asset management, ensuring clients are informed about their investment options. Utilize financial software to create reports and track client portfolios effectively. Stay updated on market trends and economic conditions to offer informed advice. Collaborate with clients to understand their financial objectives and educate them on various financial products. Perform research on investment opportunities and corporate accounting practices to enhance client offerings. Maintain strong relationships with clients through regular communication and follow-ups. Requirements Proven experience in sales, preferably within the financial services industry. Strong background in investment management, wealth management, or asset management. Proficiency in financial analysis and technical accounting principles. Familiarity with various financial software tools for reporting and analysis. Excellent research skills with the ability to interpret complex financial data. Strong interpersonal skills with a focus on building lasting client relationships. Ability to communicate complex financial concepts in a clear and concise manner. A degree in finance, accounting, or a related field is preferred but not mandatory. Join us as we help our clients navigate their financial journeys with confidence! Job Types: Full-time, Part-time Pay: Commission Based Work Location: Remote