Overview
ADMINISTRATIVE ASSISTANT (PART TIME) Jobs in Raleigh, NC at Morrison Healthcare
About the Strategic Implementer
The Strategic Implementer is a firm that collaborates exclusively with financial advisors and wealth managers. Our goal is to help our clients have a clear strategic plan and then implement that plan. Many advisors have strategic plans – most do not implement for a number of reasons.
We have been in business since 2006. Please check out Ginny’s LinkedIn page for further information.
Who You Are
Highly intelligent, resourceful, and solutions oriented.
A Master of prioritization, able to juggle multiple tasks with precision.
Unafraid to “take the bull by the horns”, you take charge and own your responsibilities.
Naturally proactive, seeing around corners and addressing issues before they escalate.
Impeccably organized with a high sense of urgency and attention to detail.
Discreet and trustworthy, capable of handling sensitive information with the utmost confidentiality.
Adept at executive-level communication, both written and verbal.
Your responsibilities
Help new clients onboard.
Get clients/employees/others into Redtail CRM as needed.
There is clean up to do in Redtail as well.
Upload files to box.
Review my Krisp.ai notes each day/two days.
Keep Teamwork project management software up to date.
Keep ninety.io software up to date.
Add projects to my calendar.
Send birthday cards to clients online through American Greetings
Help with my digital marketing.
One offs for clients.
Salary & Benefits
$25.00 to $30.00 per hour based on experience
Virtual so work from anywhere
Job Type: Part-time
Pay: $25.00 – $30.00 per hour
Expected hours: 20 per week
Schedule:
4 hour shift
Work Location: Remote
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Title: ADMINISTRATIVE ASSISTANT (PART TIME)
Company: Morrison Healthcare
Location: Raleigh, NC
