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Accounting InternBookmark This
45 Prospect Street, 5th floor
Posted: January 16 2016
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DescriptionI need a student to help a busy financial advisor business with clerical duties. Most of the duties can be done virtually. I would need someone about 5 hours a week and I may need to see you. I was a student before so I understand you have papers/relationship issues/exams that you have not studied for and so on. I need someone who can communicate with me openly so that I can reschedule work. My office is in Cambridge, MA. I will need you to come to Central Square, Cambridge for the first few times to learn the procedures and software. After that, we can meet once every 3 months, the rest of the work can be done virtually
Responsibilities- I am looking for someone to take over some of my clerical work. Sending out birthday cards, updating Client database, sending out anniversary cards, and may be get involved with some of my social media marketing.
Requirements- Demonstrate working knowledge of computer software packages, MS Excel, MS PowerPoint, and MS Word
- Understand finance and accounting principles and practices, financial markets, and banking
SkillsRequired - Excel, Database
Preferred - Mandarin, Mandarin Chinese