FINANCIAL ADVISOR

???? Role Overview:
Position: Virtual Assistant – Financial Advisors

Upgrade to see actual info/Upgrade to see actual infoRate: $800 USD/month (Full-Time)
Start Date: ASAP (as early as Monday)

Work Schedule: Flexible hours with mandatory Friday meeting at 9am MST / 11am EST

???? Tasks & Responsibilities:
Go through inboxes: manage, organize, and respond to emails
Schedule appointments, follow-ups, and reminders
Create and manage to-do lists
Remove junk emails and streamline communication
Delegate tasks and help prioritize daily workload
Handle basic travel booking and itinerary planning
Send occasional gifts to clients
Keep Salesforce updated with client notes and statuses
Maintain Upgrade to see actual infontum in the sales pipeline—track progress and ensure consistent outreach
Communicate with organizations and clients on behalf of the team

Assist in reducing their day-to-day workload by 50%
Build and document Standard Operating Procedures (SOPs)
Attend weekly syncs and provide status updates
Receive hands-on training and become an integral part of the team

Requirements:
Prior experience as a VA or Executive Assistant (financial services background a plus)
Excellent written and verbal English skills
Strong email and calendar management skills
Familiar with Salesforce or similar CRMs
Highly organized, proactive, and a strong problem-solver
Comfortable working independently with minimal supervision
Willing to grow with the team and contribute long-term

Have worked with client-facing teams
Are detail-oriented and love building structure and systems
Thrive in fast-moving environments and can juggle multiple priorities

How to Apply?
To proceed with your application, please complete this short form:

Upgrade to see actual info/Upgrade to see actual infoNote: This is a quick form with general questions and should take less than 3 minutes to complete.

We look forward to your response at your earliest convenience. Please note that if the form is not completed, we will not be able to reach back. Thank you!