Immediate: Part-Time Remote Asst – Financial/Marketing – $20/hr +bonus

Part-Time Remote Assistant – Financial Services & Marketing

$20/hour + performance bonus | Remote | Flexible Hours

We are a boutique investment advisory firm seeking a proactive, computer-savvy part-time assistant to an Investment Advisor with experience in financial services, client engagement, and marketing. Must be self-motivated, organized, and have excellent follow-through skills.

Key Responsibilities:

Prospect outreach via phone, text, email

Appointment setting, follow-up, and support through client onboarding

CRM updates (Zoho CRM or similar)

Zoom meeting coordination

Account setup through online platforms and forms

Qualifications:

College degree

3+ years in customer service and marketing outreach

Proficient in Excel and navigating online systems

Excellent communication skills

Reliable, responsive, and able to work independently

Zoho CRM experience a plus

Apply here: