Other software and programs we are proficient in include:ĪccessAlly, ActiveCampaign, Adobe, Airtable, Asana, Astra, Audacity, Auphonic, Avada, Aweber, Beaver Builder, Blackbaud, Box. SalesForce, Snappy Krakken, eWealth Manager, Carbonite, Advyzon, Horsemouth, Broadridge, Riskalyze, e-Money Campaigns, WorldDox, NetX360, RedTail, RegEd, Grendel, Pareto, AdvisorsAssistant, TD Ameritrade, Charles Schwab, Raymond James, Assetmark, Pulse 360, FPAlpha, FMG Suite Industry related software and programs we are proficient in include: Analyzing various functions of the company and suggest any changes or upgrades of the same according to the business’s development.Providing back end specialized solutions and troubleshooting solutions.Providing management and support solutions properly for sleek business operations. Use this Finance Assistant job description template to attract junior candidates with financial and accounting skills.Keeping the accounts and financial details.Setting up documentation to support SOPs and company best practices.Proposing, managing and maintenance of software and technology tools necessary to run your business.We offer real-world, practical solutions that speak to your Back Office needs, goals, and strategies: The back office is an essential part of any firm and associated job titles and functions are often classified under "Operations." The back office can be thought of as the part of a company responsible for providing all business functions related to its operations. Multimedia – Create videos, video sales letters, video demos, video presentations, webinar development, etc.Marketing, funnels and business development.PR / Media support (industry trained specialist).Monthly, quarterly, or annual policy review appointments.Blogging (we can write and publish blog posts for you!).Webinar and seminar lead management - set up and support.Marketing Support for Insurance and Financial Service Businesses Manage paperwork (meeting notes, call notes, electronic filing of documents).Webinar and seminar lead management - support only. Client concierge, such as birthday and holiday cards.Client services assistance with prepping forms and applications or assisting client with making general account changes.Financial planner and insurance agents, if you are spending your valuable client time on paperwork, tracking down requirements, and dealing with administrative and marketing issues, what opportunities are you missing? Let our 16+ years experience as industry virtual assistants help you! Administrative Support for Insurance and Financial Service Businesses So you can put away your chequebook.Sell more… Earn more. The good thing is this insurance covers your defence costs and any compensation you have to pay. Worse, directors are personally liable for their actions. Anyone from regulators to shareholders to competitors can accuse you of not running a business with due care. Be it flood, fire or flea infestation, you’re covered for the costs of setting up elsewhere and for any lost revenue in that time.ĭirectors’ and officers’ insurance covers your company bosses. If you’re not sure it’s worth insuring, add it all up – it’s probably worth more than you think.īusiness interruption insurance means you can still work when your office is out of action. Ck Specialty Insurance Associates: Remote: Underwriting Assistant: Palomar Insurance Agency, Inc. Office and property insurance covers the things in your office (furniture, plants, fixed IT equipment etc) and portable insurance covers gadgets and technical equipment away from the office (laptops, tablets, projectors etc). Search and apply for the latest Assistant finance manager jobs in Remote.brokers, and prominent insurance carriers come together on the Counterpart. It’s a legal requirement for UK businesses with employees. Claims are usually because they’ve suffered injuries and illnesses as a consequence of working for you. Useful if you’re clumsy.Įmployers’ liability insurance covers your business if an employee sues it for damages. It’s for claims of physical damage to property and people. Public liability insurance is for when you go out and about on business, or have visitors to your office.
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