We are looking for a detail-oriented, proactive professional to join our client’s team in a dynamic part-time role combining financial record management with client engagement. This role involves bookkeeping, commission tracking, investor log management, and direct client interactions. If you thrive in a fast-paced environment, have a knack for numbers, and enjoy providing empathetic client support, we’d love to hear from you.

Job Responsibilities

• Maintain and update financial scorecards and Excel spreadsheets weekly.
• Accurately track sales data and commissions using an enrollment tracker, ensuring precise reporting.
• Record and manage investor logs, maintaining current and accurate data for internal use and reporting.
• Reconcile records to align financial data with current transactions and forecasts.
• Proactively contact clients who have been declined to provide guidance and explore alternative solutions.
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