Client Support Virtual Assistant

Position Overview:
We are seeking a detail-oriented and tech-savvy Virtual Assistant to support our Financial Mapping services. The ideal candidate will work closely with our CEO and financial experts to assist clients in their financial journey, manage data, and ensure smooth operation of our Financial Mapping processes.
Key Responsibilities:

Assist in gathering and organizing financial documents from clients
Input and maintain financial data in our accounting software (e.g., QuickBooks, Xero)
Prepare initial drafts of financial reports and summaries
Schedule and coordinate Financial Mapping sessions with clients
Provide administrative support for the Financial Mapping team
Manage communication with clients, including follow-ups and information requests
Assist in creating and updating Financial Mapping presentations and materials
Maintain client confidentiality and adhere to data security protocols
Help troubleshoot basic technical issues clients may encounter with our online tools
Contribute to the continuous improvement of our Financial Mapping processes

Required Qualifications:

Associate's degree in Business, Finance, or related field (Bachelor's degree preferred)
2+ years of experience in administrative or financial support roles
Proficiency in Microsoft Office Suite and Google Workspace
Experience with accounting software (QuickBooks, Xero, etc.)
Excellent organizational and time management skills
Strong written and verbal communication skills
Ability to work independently and as part of a team
Keen attention to detail and accuracy

Preferred Qualifications:

Experience in financial services or accounting firms
Familiarity with tax preparation processes
Knowledge of small business operations and finances
Experience with project management tools