About the Company

Keate Partners is the longest tenured Business Brokerage firm in the Greater Cincinnati area. We are sell-side representation for small business owners looking to transition out of their business by way of a sale.

Job Requirements

· Data entry into CRM or Excel spreadsheets from tax returns or other financial documents

· Editing Word or Powerpoint documents and cleaning up presentation documents

· Tracking inquiries in database or spreadsheets

· Following up on customer inquiries via email or phone

· Client support; gathering documents, coordinating appointments and documenting communication

· Gathering information via research for Brokers

· Filing and organization of electronic files

· Quickbooks invoicing and payment follow up

· The ability to keep very sensitive information confidential

· Demonstrates ability to work independently and to collaborate in group settings

Job Qualifications

· High school diploma or equivalent, some college or relevant work experience

· Proficient MS Office skills (Word, Excel, Powerpoint, Outlook) required

· CRM and Quickbooks experience preferred

· Ability to analyze US Tax Returns

· Outstanding communication and interpersonal abilities

· Excellent organizational skills and eye for detail

Job Type: Part-time

Pay: $19.97 - $24.06 per hour

Expected hours: 10 – 25 per week

Benefits:

• Flexible schedule

Schedule:

• Monday to Friday
• No nights
• No weekends

Experience:

• Administrative: 3 years (Required)

Ability to Commute:

• Cincinnati, OH 45230 (Required)

Ability to Relocate:

• Cincinnati, OH 45230: Relocate before starting work (Preferred)

Work Location: Hybrid remote in Cincinnati, OH 45230