Virtual Assistant, Wealth Management

Job Description: • Remote position supporting a wealth management client. • Provide a wide variety of support services to clients; may delegate some or all work and act as a single point of contact for other virtual assistants when applicable. • Often serve in the role of an executive assistant, personal assistant or administrative assistant to clients. • THIS IS A PART-TIME CONTRACT POSITION AND CANDIDATES MUST RESIDE AND BE ELIGIBLE TO WORK IN THE USA. • This is an independent contractor (1099) position and compensation is based on a per client basis. • Workstation located in a room with a door to avoid distractions; babysitting services arranged if necessary. Requirements: • Working knowledge of support functions in the wealth management, financial services, or financial planning industry. • Must be familiar with the client intake process, client communication management, and related functions. • Strong administrative and organizational skills with particular focus on: Client relationship management; Client paperwork management; Schedule and calendar management; Booking appointments; Inbound/outbound marketing; Expense tracking & paying bills; Professional verbal and written communication; Ability to multi-task; Strong work ethic; Strong working knowledge of technology using both Windows and Mac platforms. • Associates degree or some college preferred. • Minimum of one (1) year experience in an administrative and/or executive support capacity in the wealth management industry. • Required education: High school or equivalent. • Required language: English. • Required equipment: Laptop or desktop computer; High-speed internet connection; Mobile/smartphone device; Telephone connection; Tablet/iPad optional; Printer. Benefits: Apply tot his job Apply To this Job