Work Directly with Founder CEO - Elite Wealth Management Firm (100% Remote) at Bold Business (Dallas, TX)
| Dallas-Fort Worth, TX
Sorry, this job was removed at 7:27 p.m. (CST) on Monday, April 18, 2022
We are looking for someone who is excited to work from home (100% remote) and is the best fit for our company.
The responsibilities include communicating directly with clients and prospects, writing and editing introductory and follow-up emails, drafting memos, and preparing communications on the executive’s behalf. This role will act as the point of contact between the executive and internal/external clients and prospects.
To be successful in this role, you should have enough knowledge in providing high-level communications for company leaders to ensure they can efficiently accomplish key tasks and company initiatives while offering polite, professional customer service.
- Produce reports and presentations
- Handle requests and queries appropriately
- Act as the point of contact between the executives and internal/external clients
- Organizing meetings, including scheduling, sending reminders
Why we think this job is great:
- It’s a full-time 100% remote position where you’ll work from home
- You’ll have the resources you need to learn, lead, and deliver results
- At least 2 years experience
- Has series 7 and/or 63 license
- Full knowledge of office management systems and procedures
- Excellent communication, interpersonal, and relationship skills
- Exemplary planning and time management skills
- Computer savvy and familiar with Google Suites and CRM
- A Bachelor’s Degree in Accounting, Business Administration, Marketing, or related field
Bold Business is a remote-first, global outsourced-solutions company with over $7B in service solutions over the past 25 years. Our international team helps the world’s leading companies transform their ideas into bold impacts. From Fortune 500 organizations looking to reduce operational costs by 40%-60% to fast-growth startups looking to scale, we work behind the scenes and empower companies to do more for less.
If you like to move fast and have a bias for action, you’ll fit right into our fast-paced, results-based environment. We’re a 100% remote/virtual team environment where you can work from wherever you are.
More Information on Bold Business
Bold Business operates in the Cybersecurity industry. The company is located in St Petersburg, FL and New York, NY. Bold Business was founded in 2016. It has 72 total employees. To see all 68 open jobs at Bold Business, click here.
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