Virtual Assistant

Tentang pekerjaan

Job Title: Virtual Assistant

Monthly Pay: $4,700 - $5,300 USD per month

Summary:

Support a fully remote, customer-facing financial services office by keeping client requests, meeting materials, and routine service tasks moving accurately. This entry-level, full-time role partners with advisors and service teams to provide dependable virtual administrative coverage.

Job Responsibilities:

• Prepare client meeting agendas, notes, and follow-up task lists
• Monitor shared inboxes and route routine service requests to the appropriate team member
• Update client contact details, appointment records, and internal trackers
• Format letters, forms, and presentation materials using approved templates
• Coordinate virtual meeting links, reminders, and document packets

Qualifications:

• Comfort working with shared documents, chat tools, and video meeting platforms
• Ability to write clear, professional client-facing messages
• Familiarity with Microsoft Word, Google Docs, or similar tools
• Careful handling of private client information and standard office procedures
• Willingness to learn financial services terminology and internal systems

Perks & Benefits:

• Fully remote work arrangement
• Structured virtual onboarding and role training
• Collaborative support from an experienced service team
• Clear procedures and reusable work templates