Direct message the job poster from 4 Point Financial
Job Opportunity at 4-Point Financial in Waltham:
We are currently looking for a highly-organized, self-starting, detail-oriented, and trustworthy individual to join our team. This part-time position involves 20 25 hours per week with flexible hours, and approximately 90% of the work is virtual.
Responsibilities:
- Appointment Scheduling: Efficiently manage and organize appointments.
- Office Management: Ensure smooth day-to-day office operations.
- Marketing: Conduct marketing activities through social media and email.
- Financial Processing: Handle the processing and setup of various financial accounts and investments.
- Client Relationship Management (CRM): Manage a dynamic CRM system.
Qualifications:
- Previous experience with customer databases.
- Strong organizational and multitasking skills.
- Trustworthy and detail-oriented.
- Ability to work independently.
How to Apply:
Interested candidates should submit their resume (in PDF format) to
We look forward to reviewing your applications.
Seniority level
Seniority level
Entry level
Employment type
Employment type
Full-time
Job function
Job function
Finance and Sales
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