Data Analyst & Compliance Manager Application Form
Who I am :  My name is Justin Krane.  I am a Certified Financial Planner professional.  I have been in the business for over 20 years.  We are a Financial Life Planning firm.   We do investment management, financial planning, and life planning.

My office is in Calabasas.  The position would be remote for the time being.  Once corona is more manageable / or a vaccine - then I would need you to work and be in my office in Calabasas.

This is a part time position.  The hours would be around 5 hours (sometimes a bit more) a week.  Yes, only 5 hours a week, that's it.

I need someone who is loyal, dependable, and follows through.  If friendliness and being VERY organized are your strong points then this may be a good position for you. If not, this may not be the best position for you.

At this point, I am performing an extensive interview process so please be as thorough as you can with answering the questions below.  

In the questionnaire below when it asks for your favorite fruit please fill in the word "strawberries."

Responsibilities for the job include:

* Reconciling investment portfolios

* Data entry

* Helping me maintain the firm's compliance requirements - this will be the focus
 
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What is your first and last name, email address, mailing address, and telephone number? *
How many hours a week could you work? *
Are you looking for full or part time work? *
What are all the days and times you are available to work? *
What is your favorite fruit? *
What would you accept as pay per hour? *
What did you like MOST about your last or current position? *
What things did you like LEAST about your last or current position? *
Please include the last 3 jobs and for how long you worked at each? (please indicate if you work presently at any of them) *
What else should I know about you that would be relevant to this postion? *
What are your biggest strengths? Biggest weaknesses? *
What website did you find this application at? *
How many words can you type a minute? *
Are you proficient in Microsoft Excel? *
Do you know how to use Google Sheets & Google Docs? *
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