Office Suite, Adobe and DocuSign products;Centerbase helpful Excellent communication, proofreading and organization skills...
. Tech-savvy;proficient in Google Suite and familiar with CRMs, Canva, DocuSign, MailChimp;able to learn new platforms...
AMS360, DocuSign and InsuredMine preferred. Ability to identify opportunities for account growth. Strong problem-solving...
using platforms like DocuSign, eSignature, and Salesforce FINRA Series 7 & 66 Licenses (or willingness to obtain within 3...
, DocuSign, and Outlook Understanding of website, Dig Ad/SEM, SEO, and digital marketing tools and tactics A proven track...
of documents (e.g. DocuSign) Preferred Education: Bachelor’s degree and/or equivalent experience The hiring range...
with company procedures. Coordinate obtaining signatures and document approvals through DocuSign and other company systems...
(Teams/Zoom);document workflows (e.g., DocuSign);shared drives (Dropbox/SharePoint);comfort with CRM/reporting dashboards...
with Box, Record Center, DocuSign, FPT, prospect/client portal etc. Support the firm's initiatives, assist with any company...
with DocuSign and Adobe Excellent writing and editing skills Highly organized with the ability to manage multiple deadlines (daily...