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2 contributions to RIA Operators
Aug 9 in
Task Tracking Report
Has anyone used a tracking of how fast tasks are being completed and provided in a report? There are many software that tracks when tasks are created and completed but don't track the time. Any suggestion?
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New comment Sep 13
0 likes • Sep 3
@Ray Bartolome Ah, got it. Can you give me an example of the task workflow & what you're looking for? I agree that the manual start/stop time can be an extra step (read: discipline) that may fall thru the cracks in productivity/efficiency/automation.
0 likes • Sep 13
@Ray Bartolome got it & totally get it - I'll have a think on this. Note: OOO in the coming days for my daughter's wedding :)
Aug 9 in
Hiring Admin Assistant
Hi All! I am hoping this community can help us find an amazing Admin Assistant. Our business is growing and we need some additional support. Here are the details: 💻Virtual part time position with full time potential in the coming months 💰$30/hr to start ☑️Must have Redtail or Wealthbox experience Please DM me if you or someone you know is interested in learning more about the position!
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New comment Aug 16
1 like • Aug 14
Hi @Kate Guillen I DM'd you a lead :)
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@barb-grealish-6603
Virtual Assistant providing executive assistance, ops, bookkeeping, and HR to Certified Financial Planners, Psychiatrists & early-stage startups.
Active 10h ago
Joined Feb 28, 2024
San Francisco Bay Area
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