ApplyVirtual Assistant - Part Time (US Wealth Management Firm, WFH)
Posted 3 months agoViewed
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💎 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👥 251-500ComplianceConsultingHuman ResourcesBusiness DevelopmentSecurityLegal
🗣️ 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.
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