Apex Wealth Management – Personal Assistant

We provide financial services in terms of insurance and investment planning. We reprsent 90 different companies with a wide range of financial services.

I need someone to help me to do form filling and recommendation work for me. Other duties include prospecting giving leads and follow up with my client base and help with ad hoc admin work. Training will be provided and the person will work closely with me. I may need data entry work as well. I prefer to have some one who used to be in the insurance or investment sector. Perhaps an ex agent or consultant. Payment will be on a project basis. Pay can be worked out on a weekly or mthly basis. I prefer someone creative and detailed. 

Home based work. Home office setting. 

Have own laptop and familar with the followinng programs:

- microsoft office, excel, word, powerpoint.

- photoshop and video editing tools will be added advantage.