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Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Mar 17, 2015  |  Ends: 5d, 4h  |   2 Proposals
Subject matter expert in Underwriting ? Successful onshore transitions ? Monitoring workflow to ensure the agreed timelines are met. ? Seamless handling of operations ? Reviewing and updating of Standard Operating Procedure ? Successfully completed external audit for Operations ? Implemented process improvement plans ? Did value stream mapping and Failure mode effective analysis for process improvement Administration and Training ? Responsible for the Appraisals and Evaluation of the team, refresher trainings , process improvements and Handling Training reports ? Did Process and Pre Process trainings in Banking Financial Services and Insurance ? Conducted sessions for OJT/Ramp up teams on Personal Insurance Modules in Property and Casualty Insurance ? Provide training feed backs including feedbacks on KAT(Knowledge Assessment Test) scores ? Conducted Development sessions within BFSI. ? Preparing training sessions ,Knowledge Repository Creation and Update disseminati...
Category: Other - Administrative...       

S****han
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| S****han
|    United Arab Emirates
Hourly Rate: Less than $10 / hr   |  Duration: Not Sure  |  Posted: Mar 04, 2015  |  Closed  |   21 Proposals
I am looking for someone to provide virtual assistant services on a trial basis for the next month, and long term if we establish a good working relationship and mutual trust. The primary amount of work will be focused on the following: Job Description * Accounting (invoicing, categorizing expenses, running periodic financial reports) * Data analysis/entry into CRM * Research various topics (e.g. market & product research) and create presentation of findings * Outbound calling to clients to set up meetings * Possibility of email management for 1 person * Adding meetings to an outlook calendar & google calendar (business & personal) * Travel planning and coordination * Other miscellaneous tasks that can be performed online * Variable work hours each week Skills needed * Attention to detail - Use checklists to ensure all tasks are completed as specified * Excellent English communication, both written and verbal * Strong customer service background * Proficie...
Category: Virtual Assistant       

****
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| Client
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Feb 19, 2015  |  Closed  |   6 Proposals
Full Time Administration Role in the hart of Bangkok. We are currently establishing our APAC Customer Care team and seek to recruit for a talented individual who is passionate about customer service and enjoy interacting with customers to be part of our expansion. Work location Bangkok Customer Support Officer ? Merchant Services Responsibilities: ? Provide administrative support to the Sales team for the Pre-sales and Post-sales procedure towards clients ? Prepare customer invoicing ? Manage merchant application and underwriting towards banking partners ? Prepare quotation and presentation materials ? Manage merchant agreements ? Daily e-mail communication with internal and external parties ? Handle customer e-mail based enquiries and follow up sales activities ? Maintain relationship by e-mail with existing clients and grow the accounts as well as build up new customer base for the team Qualifications & Experience: ? 1 year or above relevant working experience in sales support...
Category: Customer Service       
Preferred Location: Thailand

****
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| Client
|    Australia
Hourly Rate: Not Sure   |  Duration: 4-6 months  |  Posted: Feb 17, 2015  |  Closed  |   35 Proposals
I need a Virtual Assistant that can take over most of the administrative duties I find myself performing. This includes following up information from the staff in our overseas office and keeping track of what is happening over there. Job Description: I'm looking for a Virtual Assistant to help me manage information and reporting between head office and our overseas office. Your responsibilities: - Data analysis/entry into Excel, Word or other programs - Research using the Internet or other information databases - Outbound calling to our overseas staff or others - Travel planning and coordination - Email management - Report management - Information management - Other miscellaneous tasks that can be performed online - Must be accessible, online and on Elance Work View during agreed-upon office hours Your qualifications: - Understanding of financial record keeping - Strong understanding of Excel spreadsheets - Know how to gather information from international staff and collate int...
Category: Virtual Assistant       

U****MFL
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| U****MFL
|    Australia
Hourly Rate: Less than $10 / hr   |  Duration: Not Sure  |  Posted: Feb 08, 2015  |  Closed  |   23 Proposals
I am looking for an organised Virtual Assistant who will be able to help streamline my professional and business activities. Here are the details. Responsibilities: - Data analysis/entry into Excel, Word or other programs - Research using the Internet or other information databases - Expense management and basic financial coordination - Travel planning and coordination - Miscellaneous online purchases on behalf of myself - Email management - Other miscellaneous tasks that can be performed online - Must be accessible, online and on Elance Work View during agreed-upon office hours Qualifications: - Previous experience as an administrative assistant preferred - Broadband Internet connection - Very good written and spoken English - Strong understanding of Internet and online communication tools - Ability to multitask and take on multiple projects - Ability to meet deadlines - Strong communications skills and attention to detail a must - A complete Elance profile - References or an ...
Category: Virtual Assistant       
Skills: Administrative Support, Data Entry, Research       

c****ove
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| c****ove
|    Australia
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Feb 06, 2015  |  Closed  |   43 Proposals
I need someone to work with me in doing data analysis on financials using Excel. I will have a list of past clients that have had numerous recurring orders and need to dig into the data to discover what is occurring. Please explain to me why you would be ideal to work with on this project! TY
Category: Other - Administrative...       

****
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| Client
|    United States
Hourly Rate: Less than $10 / hr   |  Duration: Not Sure  |  Posted: Feb 05, 2015  |  Closed  |   3 Proposals
We are looking for research assistant for small financing firm in the initial stages of application for licensing. Your responsibilities: - Market research - Competitor analysis, customer profiling, investor profiling, market size, potential market share - Financial statement sourcing and basic analysis - Review and summary of relevant regulatory information (e.g. Financial Market Authority legislation in New Zealand) - Telephone contact with target companies in both North America and New Zealand to gather industry information Your qualifications: - English skills (both written and verbal) are critical - Strong research abilities - Confidence making cold telephone calls - Highly motivated and able to produce efficient results
Category: Research       

k****w85
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| k****w85
|    Canada
Hourly Rate: Less than $10 / hr   |  Duration: 7-9 months  |  Posted: Feb 01, 2015  |  Closed  |   18 Proposals
We're a property and business services company looking for an administration assistant. The role will include producing Word documents, Excel Documents, financial statements and saving files on Google Drive. The applicant must be able to read and understand financial statements such as profit & loss and balance sheets, have excellent attention to detail and be very diligent.
Category: Virtual Assistant       

F****bes
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| F****bes
|    Australia
Hourly Rate: Less than $10 / hr   |  Duration: Not Sure  |  Posted: Jan 26, 2015  |  Closed  |   3 Proposals
We are looking for research assistant for small financing firm in the initial stages of application for licensing. Your responsibilities: - Market research - Competitor analysis, customer profiling, investor profiling, market size, potential market share - Financial statement sourcing and basic analysis - Review and summary of relevant regulatory information (e.g. Financial Market Authority legislation in New Zealand) - Telephone contact with target companies in both North America and New Zealand to gather industry information Your qualifications: - English skills (both written and verbal) are critical - Strong research abilities - Confidence making cold telephone calls - Highly motivated and able to produce efficient results
Category: Research       

k****w85
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| k****w85
|    Canada
Hourly Rate: Less than $10 / hr   |  Duration: Not Sure  |  Posted: Jan 26, 2015  |  Closed  |   2 Proposals
We are looking for research assistant for small financing firm in the initial stages of application for licensing. Your responsibilities: - Market research - Competitor analysis, customer profiling, investor profiling, market size, potential market share - Financial statement sourcing and basic analysis - Review and summary of relevant regulatory information (e.g. Financial Market Authority legislation in New Zealand) - Telephone contact with target companies in both North America and New Zealand to gather industry information Your qualifications: - English skills (both written and verbal) are critical - Strong research abilities - Confidence making cold telephone calls - Highly motivated and able to produce efficient results
Category: Research       

k****w85
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| k****w85
|    Canada
Hourly Rate: $15 - $20 / hr   |  Duration: Not Sure  |  Posted: Jan 25, 2015  |  Closed  |   6 Proposals
In need to restruct my organization because We are not making profit. I need financial advise from expert to reduce payroll expenses and cost of overhead. In addition to mu full time staff I hire many independent contractors and per diem Workers. I am searching from someone with expertise in healthcare business, managecare insurance and expertise in small business strcture to help me find solutions to improve efficiency and profitability.
Category: Other - Administrative...       

K****389
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| K****389
|    United States
Hourly Rate: Less than $10 / hr   |  Duration: 1-2 weeks  |  Posted: Jan 24, 2015  |  Closed  |   20 Proposals
I have a list of companies that I need financial info pulled for. Things like stock price, EPS, cash on hand, etc. I need this by Monday. It's all pretty easy, but time consuming stuff. Please respond asap. If you can't work on it today and tomorrow, there is no need to apply. Thanks, Chris
Category: Research       

c****son
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| c****son
|    United States
Hourly Rate: Less than $10 / hr   |  Duration: 1-2 weeks  |  Posted: Jan 13, 2015  |  Closed  |   6 Proposals
Task: I am searching for the best job boards to use in Hong Kong for Candidates who work on a Contract / Freelancing basis. All job boards must be written in English or have an English section. All Job Boards must be relevant to Financial Services. I currently use eFinancialCareers, when posting job advertisements and searching for candidates, and am looking to find better sites for both tasks. My Goals: 1) Find the top 5 job boards that Employers/Headhunters/Recruitment Agencies use to Post Job Advertisements on a Contract/Interim/Freelancing basis 2) Find the top 5 job boards that Candidates use to upload their Curriculum Vitaes onto when Searching for Jobs I am ideally looking for candidates who are computer programmers (Java / C++ / C#), IT Project Managers or IT Business Analysts. I need the figures presented in Microsoft Excel, and the analysis to be written in Microsoft Word. This needs to be completed by 7pm GMT on Friday 16th January. Thanks for your interest.(ID: 6...
Category: Virtual Assistant       

K****987
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| K****987
|    United Kingdom
Hourly Rate: Less than $10 / hr   |  Duration: 1-2 weeks  |  Posted: Jan 13, 2015  |  Closed  |   1 Proposal
Task: I am searching for the best job boards to use in Hong Kong for Candidates who work on a Contract / Freelancing basis. All job boards must be written in English or have an English section. All Job Boards must be relevant to Financial Services. I currently use eFinancialCareers, when posting job advertisements and searching for candidates, and am looking to find better sites for both tasks. My Goals: 1) Find the top 5 job boards that Employers/Headhunters/Recruitment Agencies use to Post Job Advertisements on a Contract/Interim/Freelancing basis 2) Find the top 5 job boards that Candidates use to upload their Curriculum Vitaes onto when Searching for Jobs I am ideally looking for candidates who are computer programmers (Java / C++ / C#), IT Project Managers or IT Business Analysts. I need the figures presented in Microsoft Excel, and the analysis to be written in Microsoft Word. This needs to be completed by 7pm GMT on Friday 16th January. Thanks for your interest.(ID: 6...
Category: Research       

K****987
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| K****987
|    United Kingdom
Hourly Rate: Less than $10 / hr   |  Duration: 1-2 weeks  |  Posted: Jan 10, 2015  |  Closed  |   5 Proposals
ḿnh ?ang làm gia su và hoc ve marketing. ḿnh can nguoi giúp ḿnh viet report cho phu huynh hoc sinh, quan lí file ve hoc sinh và t́m kiem chon loc (research) thông tin kinh te the gioi. 1_ report cho phu huynh hoc sinh: hàng tuan ḿnh phai viet báo cáo ve quá tŕnh tien trien cua hoc sinh, giai thích nhung ?iem manh và ?iem yeu. ḿnh can nguoi có the viet ?uoc báo cáo mot cách tâm lí và te nhi, không bo me nào muon nghe là con ḿnh tien bo cham, loi le khôn khéo ?e ho cam thay thoai mái và yên tâm. 2_ quan lí file ve hoc sinh: hoc sinh hoc cái ǵ, tuan này ?ua homework ǵ, làm ?uoc bao nhiêu, tuan toi hoc cái ǵ, etc can ?uoc organize và ḿnh can nguoi giúp viec này. 3_ research thông tin kind te the gioi: hang ngày ḿnh không xem tivi cung nhu ?oc tin. ḿnh can nguoi có the giúp ḿnh t́m kiem và chon loc thông tin ve financial. ví du: ḿnh se nho ban t́m kiem thông tin ve viec giá xang giam o Bac Mi và ban se giúp ḿnh t́m hieu nguyên nhân, tam anh huong và hau qua cua viec ?ó bang...
Category: Virtual Assistant       
Skills: Administrative Support       
Preferred Location: Vietnam

h****ing
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| h****ing
|    Canada
Hourly Rate: Less than $10 / hr   |  Duration: Not Sure  |  Posted: Jan 06, 2015  |  Closed  |   17 Proposals
I will need someone who can perform basic personal assistant tasks without needing a great deal of detailed instruction. Duties include but are not limited to: letter writing bill analysis spreadsheets contacting potential vendors hiring and overseeing designers research calendar management thank you note writing and much more
Category: Virtual Assistant       

J****o22
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| J****o22
|    United States
Hourly Rate: $20 - $30 / hr   |  Duration: Not Sure  |  Posted: Jan 02, 2015  |  Closed  |   19 Proposals
Operational Leadership ? Design, Implement, and Manage company's systems and standards to ensure operational excellence. ? Maintain client files, listing agreements, contracts and other critical documents. Administration ? Prioritize and manage administrative tasks within the company. ? Compile, prepare, review and present reports of key business activities. ? Marketing & Advertising ? Manage vendor, website, CRM and social media. ? Assist team with preparing marketing tools, proposals and financial analysis. Transaction Coordination ? Coordinate and oversee real estate and business transaction tasks through the lifecycle of: pre-listing, active listing, closing, and post closing. General Duties ? As requested by management. Desired Skills and Experience Required Knowledge & Experience ? Self-motivated, detail oriented, and strong organizational skills. ? Excellent interpersonal skills and communication, including ability to use discretion and maintain confidentia...
Category: Other - Administrative...       
Skills: Administrative Support, Marketing, Writing       

b****ien
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| b****ien
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Dec 30, 2014  |  Closed  |   17 Proposals
I'm a financial services professional looking to grow and systematize my business. Job Description: I'm looking for a Virtual Assistant who can help alleviate some of the workload by assisting following tasks: schedule events, enter data, research topics, and help me stay on top of all of my obligations. Your responsibilities: - Data analysis/entry into Excel, Word or other programs - Research using the Internet or other information databases - Outbound calling to clients, vendors or others - Event planning and coordination - Invite local professionals to attend weekly breakfast - Email management - Other miscellaneous tasks that can be performed online - Must be accessible, online and on Elance Work View during agreed-upon office hours Your qualifications: - Previous experience as an administrative assistant preferred - Broadband Internet connection - Ability to make telephone calls to my local area - Strong understanding of Internet and online communication tools - Ability to...
Category: Virtual Assistant       

J****sor
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| J****sor
|    United States
Hourly Rate: Less than $10 / hr   |  Duration: 3-4 weeks  |  Posted: Dec 21, 2014  |  Closed  |   22 Proposals
Wise Men Network is a combination of a ministry and a movement. We are in the business of restoring families. I recently released my first book Missing Footprints that looks at the effects of families when the father leaves. As an educator by day, it is becoming a daunting task to manage the Network. As a new self published author, it is imperative that I promote myself and my book. I must admit, this project will start small but has the potential to encompass several other companies and increased responsibilities. Today, I simply need someone to manage my social media outlets and coordinate book signings for me. My philosophy is simple, build relationships and provide quality. The money will come. I operate with a degree of excellence. Mostly, a heart to serve God's people. Can we make a great team? Initially, the job will be on a trial basis. After 30 days, the pay and hours will increase. I am also willing to provide financial incentives for any workshops coordinated....
Category: Virtual Assistant       
Skills: Administrative Support       
Preferred Location: United States

d****365
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| d****365
|    United States
Hourly Rate: $8 - $23 / hr   |  Duration: 1-3 months  |  Posted: Dec 14, 2014  |  Closed  |   14 Proposals
We are looking for somebody who is able and has got the expertise, gained during studies and practical experience, to create several business analyses. It is about the following (and more): -Balanced scorecard -Break even analysis -Income analysis -Competitor analysis -Decision matrix -Financial planning (Cashflow analysis, profit loss accounting..) -Cost-Benefit analysis -SWOT Analysis -Value Chain analysis -.... -.... Those analyses must be created from scratch and understandable, so that person without knowhow exactly knows what to do. I have examples and files in Excel, but they are not well explained. Your task is to create for each analysis an example with instructions. 1. Create an excel template with all functions needed 2. Add comments as an instruction for the user (every single step must be explained and highlighted in a color) 3. Prepare Two examples which are already filled out with once a bike store with a shop and repair service, the other example should be an onlin...
Category: Other - Administrative...       
Preferred Location: North America, Western Europe, Eastern Europe, Central & South America, Australia/Oceania

p****sit
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| p****sit
|    Switzerland
Hourly Rate: Less than $10 / hr   |  Duration: 1-2 weeks  |  Posted: Dec 10, 2014  |  Closed  |   3 Proposals
I'm looking for a Virtual Assistant to help me research ideas, fact-check work, manage random to-do tasks, and help keep me motivated and on pace to meet my goals. Must have knowledge of financial lingo or a willingness to learn unfamiliar terms. If the first two weeks are a success, I will consider extending the relationship and the hours. The virtual assistant must agree to terminate the relationship prior to 10 hours of work if I am not satisfied with initial work (of course you will be paid for any hours you do work). Job Description: I'm looking for a Virtual Assistant to help me research ideas, fact-check work, manage random to-do tasks, and help keep me motivated and on pace to meet my goals. Must have knowledge of financial lingo or a willingness to learn unfamiliar terms. Your responsibilities: - Data analysis/entry into Excel, Word or other programs - Research using the Internet or other information databases - Other miscellaneous tasks that can be performed online - Mu...
Category: Virtual Assistant       

d****s11
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| d****s11
|    United States
Hourly Rate: $10 - $15 / hr   |  Duration: Not Sure  |  Posted: Dec 09, 2014  |  Closed  |   33 Proposals
A well-established, non-profit organization is searching for a Junior Accountant / Executive Assistant to assist with various daily tasks. This position will require strong organization and prioritizing skills, attention to detail and accuracy, as well as someone who is self-disciplined. This person will report to the company's Chief Operating Officer. This position has the ability to work 20-40 hrs per week. Skills/Qualifications: 1. Strong attention to detail 2. Strong work ethic 3. Problem analysis and problem-solving 4. Proactive 5. Dependable 6. Knowledge of QuickBooks and Non-Profit fund accounting 7. Experience with General Journal entries 8. Prefer at least 2 years of experience but will train the right person 9. Proficient with Microsoft Office Job Duties: 1. Perform accounting functions as needed. 2. Prepare End of Month Reports and Financial Statements 3. Prepare monthly bank reconciliations 4. Prepare client reports 5. Provide administrative support to organization's Pres...
Category: Virtual Assistant       

j****llc
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| j****llc
|    United States
Hourly Rate: Not Sure   |  Duration: Not Sure  |  Posted: Dec 09, 2014  |  Closed  |   3 Proposals
Hello I am building a new peer to peer App and need to put my market research results, financial analysis, and a zippy pitch into a short powerful electronic presentation. If you wish to apply, please outline your work in this area, your approach and what you can offer to ensure the success of the presentation and help me sign on investors! Thank you, Kathleen
Category: Presentation Formatting       

k****ald
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| k****ald
|    Canada
Hourly Rate: Not Sure   |  Duration: 4-6 months  |  Posted: Dec 04, 2014  |  Closed  |   39 Proposals
First Bridge is a financial data and analytics firm based in the San Francisco bay area. Ideally we would like the selected person to work US hours, 5 hours per day, on an ongoing basis (after a 1 month trial period). He/she will be a core member of our product development team, with opportunities for growth and learning. The work will involve: - Collecting data from multiple websites into an excel sheet, based on guidelines that we provide. - Classifying the data correctly into the excel sheet. This requires an understanding of the data & our methodology, and is not a mechanical process. We will provide training for this. Prior knowledge or education in finance is a Big plus. - Verifying the accuracy of the data collected. - Contributing to the firm with ideas for improvement and new products. Screening task: Provide a list of the 10 largest Exchange Traded Funds (ETFs) by assets in the US as of end November 2014, and cite your data source.
Category: Research       

F****dge
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| F****dge
|    United States
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