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Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Bangerter Financial Strategies, LLC Company Description Bangerter Financial Services, LLC, is a real estate wealth management & tax advisory firm. We help high net worth real estate owners save taxes when selling their real estate by reinvesting their proceeds into tax sheltered real estate strategies. Most of our clients are aging baby boomers who are looking for ways to exit/retire from their investment real estate without paying taxes via 1031 exchange. Role Description We are looking for someone who will be Gaston's executive administrative assistant, which would entail organizing & analyzing Gaston's CRM on a daily basis, which is filled with thousands of warm real estate investor leads. Someone who can also help with marketing to these leads, as well as organizing the CRM to be more efficient. The goal is to get Gaston in front of as many qualified leads as possible, all of which are worth over $1M. This person will also help in scheduling appointments for Gaston & help his assistant, Kera Parker with other business-related tasks. This hire will be immediately coached & groomed to grow with the company and be compensated as revenue increases. Qualifications Strong organizational skills. Good communicator via phone, in person & over email. Experience analyzing & organizing a CRM. Good with Excel. Experience in operations, finance, real estate, business or sales. Coachable, good attitude, positive, ambitious & willing to grow. Has a desire to be in wealth management & real estate long-term. Needs to be local in the Orange County area. Starting Hours 5 hours/day @ $32/hour ($41,000 Annual Salary to start + bonuses) Will Increase as the business grows Seniority level Entry level Employment type Part-time Job function Administrative #J-18808-Ljbffr