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Document Preparation

Posted on 11 January 2022 by

Steele Financial Group, Inc. 
Financial Services 
Riverside, CA  

I am presently looking for an individual to be trained in completing documents for insurance and investment planning and products. This would require full accuracy and confidentiality on several information systems.

Training for documents will be provided via remote training for a sampling of work to see if the assistant is matched for work type and load.


  • Use of data input systems
  • Reliable and accurate recording of information to assist advisor
  • Document processing systems including Adobe and DocuSign.
  • Need to present in a professional manner for potential company events
  • Applicant must pass a formal background check

Pay is based on performance with averages of $20-25 hour
Part-time positions available

Submit your resume to me personally at

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