Virtual Administrative Assistant for Financial Advisory Firm in California

Virtual Administrative Assistant required for Financial Advisory firm in Southern California

Seeking an experienced virtual assistant with a strong understanding of:
- Website Build & Design (We use Wordpress)
- Google Suite Email Management
- Data Entry (our CRM is Go High Level and we require a data migration from Hubspot into GHL)
- Digital Marketing – we will require administrative help for various online campaigns including building funnels, Facebook ads, video editing
- Social Media Marketing including Facebook Group Management
- Graphic Design
- SEO

For this position, you must also possess the following qualities to be successful:
- Great Written Communicator
- Fast Implementer & Self-Starter
- Dependable & Trustworthy
- Detail-Oriented
- Have A “Get The Job Done” Attitude
- Organized: We use the Monday app for task management

About us:
We are a very busy Registered Investment Advisory firm (fiduciary) in Southern California with a team of two people led by Ryan Morelli, who is a Financial Advisor with over 30 years of experience, and Lucy Qian who is an Insurance Producer. We help American families protect and grow their finances with investment strategies and retirement planning.

We are looking for someone to start 10-20hrs/week for data entry and if it is clear that it is the right fit and you are indispensable, then we will very quickly ramp up to 40hrs/week. Ideally we would like someone to work as closely as possible to 8am-4pm US PST.

We are great communicators, fun, move very fast and expect the people we work with to be the same way! We are also very loyal to our employees and treat them with respect.

You can learn more about us at www.malibuwealthplanning.com

Specific Instructions for Applying:

If you are interested in this position and believe you have the qualities listed above to be successful, please complete this Google Form: https://docs.google.com/forms/d/e/1FAIpQLScek5g4bvZViYgwldCG7qZNzFV_hkN0EfDi5fosj82bmuVvVg/viewform

Then email me lucy@malibuwp.com and in the subject line, type: Enter Your Easter Egg. And in the first paragraph of the email, tell me why you want this job.

Once you submit your responses, I will respond within 48 hours. Be on the lookout for an email coming from: lucy@malibuwp.com