Virtual Receptionist / Exec Assistant for Financial Advisor Firm

Experienced virtual assistant. Expert writing and verbal communication skills, capable of simple call intake and call routing. Detail-oriented, driven, and resourceful professional with a background in office administration, CRM database management, and finance?

About the Role:
A rare opportunity to join a fully remote, culture-first organization seeking a qualified candidate to fill a critical support position. Seeking a committed candidate with a passion for finance looking for a company with which to build a long career. Only candidates seeking a long-term opportunity will be considered.

Sample duties may include:
• Audio call intake and routing to appropriate team members
• Calendar management for leadership and key team members
• Scheduling client meetings, and meeting prep
• CRM client database management, and data entry
• Information gathering in client systems, and databases
• Potential financial support and/or reporting
• Data analysis

Qualifications:
• Post Secondary Educated
• Certification in Administration a Plus
• Minimum of 3-5+ years in a similar role working with senior management
• Experience Working on North American or Western European Time Zone
• Finance/Accounting Background: Preferred
• Experience Working in a Finance Institution: A big plus

Soft Skills
• Excellent English Skills: Must be proficient in both verbal and written communication
• Proficiency in Microsoft Suite: Strong command of these tools is essential
• CRM Database Management: Experience required
• Detail-Orientation: Exceptional attention to detail and ability to close loose ends
• Time Management & Prioritization: Ability to think critically, and prioritize effectively
• Confidentiality & Compliance Focused: Ability to work with sensitive client data, and maintain data-compliance and client privacy
• Resourcefulness: Ability to figure things out independently and work efficiently

Work Schedule:
• Monday to Friday, 9:00 AM - 5:00 PM EST

Kindly send your application here on Online Jobs PH using the format below. For the questions, please provide as much details as possible. For the CV, please include a link to a downloadable format or Google Doc.

Please note, we aren’t seeking someone who can simply do the job. We are seeking a cultural fit. And someone who can grow, develop and advance with the company.

Subject: Application for Virtual Assistant for Financial Advisor Firm

Body:

Hello Elysia,

I am (Your Full Name) and I'm expressing my interest in the Admin Virtual Assistant with Paralegal or Accounting Experience position. I have attached my CV here: [link to CV]

1. Do you have a background in office administration? Please provide examples of tasks you have completed:
Answer:
2. How would you rate your proficiency in Google Sheets and Excel on a scale of 1-10?
Answer:
3. The compensation for this role is listed above. Is this acceptable to you?
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4. Are you available to work Monday to Friday from 9:00 AM - 5:00 PM PST (GMT -7)?
Answer:
5. We have a policy against moonlighting. Once hired, you should have resigned from any current employment. Is this clear to you?
Answer:
5. If hired, when would you be available to start?
Answer:
6. Provide your email address.
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7. Provide your mobile number.
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8. Provide your Skype name. And confirm via Skype that you have submitted your application by reaching out to live:ravenscrofte.
Answer:
9. Please tell us why you think you’d be a good fit for this role?
Answer:
10. Please tell us a little bit about yourself and your short term career goals? As well as what you are looking for from your next employer?
Answer:
Sincerely yours,
(Your Name)

IMPORTANT: Our operating hours are from 9:00 AM - 5:00 PM PST (GMT -7), Monday through Friday.

Kindly submit your application ONLY if you are seeking a LONG-TERM, FULL-TIME position. We are very excited to meet you.