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Financial Planning Firm workflow automation

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Small financial planning firm looking to creat and automate workflows. I find myself spending too much time transferring data from one place to another. I am not much of a tech person but understand enough to know what Im looking for as an end result.
About the recuiter
Member since Aug 11, 2017
Pollyanna
from Rhone-Alpes, France

Skills & Expertise Required

CRM DocuSign Automation

Open for hiringApply before - Sep 14, 2024

Work from Anywhere

40 hrs / week

Hourly Type

Remote Job

$19.06

Cost

Offer to work on this project closes in 21 days!
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