Team Administrator - San Jose
1 buwan ang nakalipas
Job summary
We are looking for a Team Administrator who will help our team provide excellent service to our partners.++
- Manage accurate client data in Fin365
- Faciitate client onboarding process by setting up new prospects in Fin365
- Support client review meetings by preparing concise financial summaries and generating required documents.
+
Qualifications
Bachelor's degree in Accountancy, Financial Management, Business, Banking and Finance, and Economics or any equivalent.The candidate should have Proficient in Microsoft Office Suite (Word Excel) with the ability to learn new financial software quickly.
Paglalarawan ng trabaho
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