Virtual Executive Assistant
New
A
Assist WorldWealth management
Listing location: Philippines / South AfricaPart-Time
Salary800 - 900 USD per month
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Job Details
- Required Skills
- SalesforceMicrosoft OfficeCRM
Requirements
- Demonstrate strong organizational skills and the ability to proactively manage a busy, shifting schedule.
- Be comfortable using the Microsoft Office suite, particularly Outlook calendar.
- Have general CRM familiarity; Salesforce experience is a plus but not required.
- Microsoft Copilot familiarity is a plus.
- Familiarity with Ameriprise broker-dealer platform tools is a plus but not required.
- Have a personable, professional communication style for occasional client-facing phone calls.
Responsibilities
- Book, confirm, and reschedule client meetings on Adam’s calendar.
- Maintain the quarterly meeting cadence for Adam’s existing client book.
- Respond promptly to last-minute meeting rescheduling requests.
- Monitor and manage Adam’s email inbox, ensuring timely responses when he is in back-to-back meetings.
- Update Salesforce CRM with client and opportunity notes.
- Communicate with internal operations staff about active opportunities and client updates.
- Occasionally answer client phone calls on Adam’s behalf once phone line access is set up.
- Provide general administrative and operational support as needed.
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