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Real Estate Firm and Financial Business

Published on the May 23, 2025 in Admin Support

About this project

Open

I need a virtual assistant especialised in both Real Estate and Financial Tools to make appointments, follow-ups with the clients and the companies, keep the clients data organized and updated, work with ZOho or HutSpot.

Project overview

I have my Real Estate Firm since 25 years ago. However, I recently (about two years) became a Financial Educator and a Life Agent with WSB. I have the super goal to take the Financial Company to the max level to earn my first $1Million in two years taking as financial base my real estate income. Therefore, I need to produce more closings(3-5) per month so that I can use it as a base for the financial education project.

Category Admin Support
Subcategory Virtual Assistant
Project size Medium
Is this a project or a position? Project
Required availability As needed

Delivery term: Not specified

Skills needed

Admin Assistant Microsoft Excel Virtual Assistant Spanish Translation Data Entry English Translation

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