Virtual Administrative Assistant (ZR_23114_JOB)
Virtual Administrative Assistant (ZR_23114_JOB)
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Job Description
This is a remote position.
Schedule:
- Parttime (20 hours/week)
- Morning hours starting at 8:00 AM to 12:00 NN
Client Timezone: US Eastern Time
Client Overview
Join a prestigious wealth management and financial planning firm with a 30 year legacy of excellence in providing comprehensive financial solutions to valued clients. This established organization maintains a boutique approach while delivering sophisticated insurance investment and planning services to discerning clients. Their commitment to personalized service and longterm client relationships has driven decades of success and continuous growth.
Job Description
This engaging parttime role offers a unique opportunity to support senior financial advisors in maintaining exceptional client relationships through proactive communication and sophisticated engagement initiatives. You ll serve as a vital link between the firm s leadership and their valued clients managing crucial scheduling and client experience programs. The position combines independent work with collaborative team interaction offering exposure to professional services while contributing to the growth of meaningful client relationships through personalized engagement strategies.
Responsibilities
- Serve as the primary point of contact for client appointment management and scheduling coordination
- Monitor and manage client communications through dedicated company email system
- Execute proactive morning email review by 8:00 AM ET to address scheduling changes and client requests
- Coordinate personalized client engagement programs including:
- Welcome communications for new clients
- Congratulatory messages for milestone events
- Birthday and holiday greeting card programs
- Branded gift coordination and delivery tracking
- Welcome communications for new clients
- Maintain and update client database and newsletter subscription lists
- Process client information updates and manage data entry across multiple systems
- Facilitate smooth client communication flow between team members
- Support client retention initiatives through timely followup and engagement tracking
Requirements
- 23 years of administrative or virtual assistant experience preferably in professional services
- Exceptional English language proficiency in both written and verbal communication
- Spanish language skills highly valued but not required
- Demonstrated ability to work independently and take proactive initiative
- Strong attention to detail and commitment to accuracy
- Experience with customer relationship management systems and basic data entry
- Proven track record of reliable attendance and schedule management
- Ability to maintain strict confidentiality with sensitive client information
- Comfortable with virtual collaboration tools and remote work environment
- Available to work morning hours in US Eastern Time zone
- Professional demeanor and excellent client service orientation
Independent Contractor Perks
- Permanent work from home
- Immediate hiring
- Steady freelance job
2-3 years of administrative or virtual assistant experience, preferably in professional services Exceptional English language proficiency in both written and verbal communication Spanish language skills highly valued but not required Demonstrated ability to work independently and take proactive initiative Strong attention to detail and commitment to accuracy Experience with customer relationship management systems and basic data entry Proven track record of reliable attendance and schedule management Ability to maintain strict confidentiality with sensitive client information Comfortable with virtual collaboration tools and remote work environment Available to work morning hours in US Eastern Time zone Professional demeanor and excellent client service orientation Independent Contractor Perks Permanent work from home Immediate hiring Steady freelance job ZR_23114_JOB
Employment Type
Full Time
