Virtual Assistant

To apply, you will only have to fill a short form on our website that will take you less than 5 minutes.

 

Job Title: Administrative and Operational Support Specialist

 

About the Company:

Our client provides financial services and wealth management.

 

Job Description:

You will provide administrative and operational support to a team in the financial services industry. This role requires managing schedules, assisting with client accounts, and supporting team members. You will handle multiple responsibilities and ensure excellent client service.

 

Responsibilities of the role:

• Manage Bob’s calendar, schedule appointments, and communicate with clients and prospects.

• Assist with the administration and servicing of eight 401(k) plans.

• Provide customer service and follow up on client requests.

• Assist with new account openings, transfers, and account maintenance.

• Support Carolina with billing and quarterly meetings.

• Prepare meeting agendas, track pending tasks, and coordinate team activities.

 

Required Experience and Qualifications:

• Previous experience in banking, wealth management, or financial services.

• Basic knowledge of investment accounts, IRAs, and 401(k) plans.

• Strong organizational, communication, and customer service skills.

• Proficiency in Microsoft Outlook and Excel.

• Ability to multitask, work independently, and handle confidential financial information.

 

Personality:

• You have financial industry experience.

• You can support both Bob and Carolina.

• You can manage multiple responsibilities.

• You provide excellent client service.

 

Software & Tools:

• Microsoft Outlook

• Microsoft Excel

 

Schedule:

Full-time

 

Salary and Benefits:

• Payment in USD or Local Currency according to candidate's preference.

• Full-time remote opportunity.