Virtual Assistant - Part Time (US Wealth Management Firm, WFH)

Posted 27 days agoViewed

View full description

💎 Seniority level: Entry, Previous experience in a virtual assistant or administrative support role

📍 Location: Philippines, EST, NOT STATED

💸 Salary: 300 PHP per hour

🔍 Industry: Wealth management

🏢 Company: ConnectOS👥 251-500 Compliance Consulting Human Resources Business Development Security Legal

🗣️ Languages: English

⏳ Experience: Previous experience in a virtual assistant or administrative support role

🪄 Skills: Data AnalysisCommunication SkillsAnalytical SkillsCollaborationMicrosoft ExcelProblem SolvingCustomer serviceMicrosoft OfficeAttention to detailOrganizational skillsTime ManagementWritten communicationMultitaskingMicrosoft Office Suite

Requirements:

Previous experience in a virtual assistant or administrative support role, ideally within wealth management or financial services.
Proficiency in CRM systems.
Strong organizational skills and attention to detail.
Excellent written and verbal communication skills.
Ability to work independently and manage time effectively.
Experience with outbound and inbound client communication.
Familiarity with creating and managing email and text automation campaigns.

Responsibilities:

Answer inbound client inquiries and collect information related to wealth management services.
Input collected data into the database system and queue it for financial advisor review.
Make outbound calls to clients for timely follow-ups.
Maintain client information and oversee email automation campaigns.
Create targeted mailing lists and prepare newsletters for distribution.
Input leads and assist with other administrative tasks.

Apply