Remote Network And System Administration Job In IT And Networking

Financial Planning Firm workflow automation

Find more Network And System Administration remote jobs posted recently Worldwide

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 Mar 14, 2020
Vakil Sharma
from New York, United States

Skills & Expertise Required

CRM DocuSign Automation

Open for hiringApply before - Sep 28, 2024

Work from Anywhere

40 hrs / week

Hourly Type

Remote Job

$19.15

Cost

Offer to work on this project closes in 138 days!
Are you interested in this Opportunity?

Looking for help? Checkout our video tutorial
How to search and apply for jobs

How to apply? Do you have more questions about the Job?
See frequently asked questions

Other jobs by this client

Truck Management Software (TMS) - Fixed
Create CRON Job Cpanel - Hourly
3D render needed for Bathroom - Fixed
Full Stack Developer - Hourly
Graphic Designer / Marketing - Hourly
Amazon Ads Expert - Hourly
User experience improvement for website - Fixed
Hardware design for device with screen showing data from mobile phone via bluetooth - Hourly
create driver for wifi dongle based on rtl8812au chipset for openwrt 18.06 , kernel 4.14.75 - Fixed
English to dutch translator - Hourly
Autocad conversation to chief architect 3D - Hourly
circuit design - Fixed
Looking for a creative copywriter for a luxury diamond brand - Hourly
Miniatures building modeling for a medieval themed tabletop game - Hourly
Writers needed for articles about DevOps, Cloud (AWS, GCP, Azure) and Kubernetes - Hourly

Similar Projects

Other - Data Science & Analytics

I need help making excel or google sheets into a type of CRM. I want to be able to use mostly google sheets as a kind of CRM. It will involve coding. I would like to have this in 48 hours if possible.

Seeking Help with Automating Workflow in Shopify/Shipstation

I am looking for someone who has experience using Shipstation and other Shopify apps to streamline our shipping processes based on a set of business requirements. The requirements should be translated into a set of automation rules/filters with simpl...read more

Development of a GED module

We use a homemade CRM build upon the MVC framework Codeigniter v3. Technologies
involved are Php 7, MySQL, javascript, HTML and CSS. We added an HMVC add-on to
structure the code in modules. Currently our application has more than 200 modules...read more

Google App Script Project

We are looking for a Google App Script wizard, who helps us to automatize Google Slide presentations based on product specs stored in a Google Spreadsheet inkl. pulling images from Google drive.

Salesforce Administrator

Project: This role is part technical project manager, part administrator, part sales operations, and part Salesforce analyst. This person will be responsible for the executing of the day-to-day configuration, support, maintenance and improvement of o...read more