Small business serving as a Personal Financial Assistant to mostly individuals and small business owners, providing estate planning and estate settlement support as well as other services to organize client's financial assets seeks an assistant with experience with Quicken (both Windows and Mac).
Hours/Schedule: 10 – 15 hours/ month, schedule is flexible
Job Type: Contract
Location Requirements: Mostly remote but must be located in the DMV
Rate: $30 – $35/ hour based on experience
Job Description: A small business serving as a Personal Financial Assistant seeks someone who is organized and detail-oriented to assist high-wealth clients in managing finances/estate.
Qualifications:
Must be a self-starter, well-organized, and knowledgeable of Quicken (both the Windows and Mac versions)
FlexProfessionals respects and seeks to empower each individual and support the diverse cultures, perspectives, skills and experiences of its candidate network. FlexProfessionals does not discriminate on the basis of race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status or any other basis covered by appropriate law. The candidates whose resumes are shared with our business clients are selected on the basis of qualifications, merit, and business need.