Mybtlr·1 month ago
1 month ago
Virtual Assistant for Wealth Management (Part-time)
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What you'll do
- Providing a wide variety of support services to clients.
- Delegate some or all of his/her work, acting as a single point of contact for other virtual assistants when applicable.
- Serve in the role of an executive assistant, personal assistant or administrative assistant to clients.
- Manage client intake process.
- Manage client communication.
- Manage client relationships.
- Manage client paperwork.
- Manage schedules and calendars.
- Book appointments.
- Execute inbound/outbound marketing tasks.
- Track expenses and pay bills.
What they're looking for
- 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.
- 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.
Nice to have
- Associates degree or some college.
- Tablet, iPad or similar.
Summarised by NextRaise from the employer’s description, which follows in full below.
Full description from employer
We are looking for a qualified virtual assistant to support a wealth management client. Our virtual assistants are responsible for providing a wide variety of support services to clients. The virtual assistant may delegate some or all of his/her work, acting as a single point of contact for other virtual assistants when applicable. Often, the virtual assistant serves 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. Qualifications THE SUCCESSFUL CANDIDATE MUST POSSESS THE FOLLOWING CORE SKILLS: 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 WORKING CONDITIONS A workstation located in a room with a door to avoid distractions. If necessary, babysitting services are arranged to provide a time slot of undisturbed, focused attention to details. REQUIRED EQUIPMENT Laptop or desktop computer High-speed internet connection Mobile/smartphone device Telephone connection Tablet, iPad or similar (optional) Printer This is an independent contractor (1099) position and compensation is based on a per client basis. Are you up for the challenge? Apply today or visit us at https://www.mybtlr.com Job Type: Contract Required education: High school or equivalent Required experience: Minimum of one (1) year experience in an administrative and/or executive support capacity in the wealth management industry. Required language: English
Company
Mybtlr
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