We are a growing US-based Wealth Management Firm seeking a dedicated Virtual Assistant to support our daily operations and client interactions. This part-time, work-from-home opportunity is perfect for someone who is detail-oriented, organized, and thrives in a dynamic and professional environment. Your role will be crucial in helping us maintain exceptional client service while streamlining administrative processes.

Key Responsibilities:

• Client Communication: Respond to client emails, schedule meetings, and manage correspondence.
• Calendar Management: Coordinate appointments, meetings, and calls for the team.
• Data Entry: Update client information in CRM systems and maintain accurate records.
• Document Preparation: Create, format, and proofread reports, presentations, and other financial documents.
• Task Coordination: Assist with project tracking, follow-ups, and to-do list management.
• Research Assistance: Conduct online research related to investments, financial trends, or business projects.
• File Organization: Maintain digital files, ensuring all documents are properly organized and accessible.
• Ad Hoc Support: Provide administrative support as needed to help the team meet deadlines and goals.

Skills and Qualifications:

• Experience: 1–2 years of experience as a virtual assistant, administrative assistant, or in a similar role.
• Tech-Savvy: Proficiency with tools like Microsoft Office, Google Workspace, and CRM software.
• Communication Skills: Excellent written and verbal communication in English.
• Organizational Skills: Ability to multitask, prioritize, and meet deadlines in a remote environment.
• Attention to Detail: Accuracy in managing client information and creating documents.
• Time Zone Flexibility: Availability to work during US business hours (Eastern or Pacific Time).
• Requirements: Reliable computer, smartphone, and a stable internet connection.

Benefits:

• Part-Time Flexibility: Perfect for professionals seeking work-life balance or supplemental income.
• Competitive Pay: Earn a competitive hourly rate based on experience and performance.
• Work From Home: Enjoy the comfort and convenience of working remotely.
• Professional Growth: Gain experience in the financial services industry with a reputable US firm.
• Supportive Team: Work collaboratively with a team that values your contributions.

Who Should Apply?

• Experienced virtual assistants or administrative professionals.
• Individuals with prior exposure to the financial or wealth management industry (preferred, not mandatory).
• Professionals seeking a flexible, part-time, remote job opportunity.

How to Apply:

1. Submit Your Application: Send your resume and a brief cover letter explaining your interest in the role to our hiring email or job portal.
2. Interview Process: Selected candidates will be invited for a virtual interview.
3. Start Date: Once selected, you can join the team immediately!

Join our team and become an essential part of a trusted Wealth Management Firm. Take advantage of this opportunity to grow your career while working part-time from home.