Location: AZ, FL, ID, KY, MI, MO, NC, OH, OR, SC, TN, TX, UT & WI; 100% Remote; Part-Time
We are Hiring Virtual Assistants for Financial Planners
Do you thrive working independently, being organized, getting things done, and being responsible for your performance?
Would you enjoy working in the professional world from the convenience of your home office?
This could be the job for you:
must have a minimum of 20 hours M-F during business hours available, hours will build based on client assignment
comprehensive training
ongoing support
opportunities for growth and development
Help others succeed with your success.
The Job
You will be in the driver’s seat and responsible for building strong relationships through assisting Financial Advisors.
You will support the client by handling multiple tasks and deadlines in an organized fashion with a “can-do attitude”.
Building and maintaining relationships is a key aspect of this position. Other responsibilities can include
prepare and process paperwork with accuracy
maintain high attention to detail with view of overall process
schedule appointments
communicate with clients and financial companies
drive marketing activities such as events, social media, life event programs etc.
database maintenance
Who We Are
We are a driven, energized, enthusiastic team of planners and makers, providing premier services and elevating success. Week after week, we increase connectivity with clients, expanding and deepening client bases, propelling success. And we bring heart to that hustle, because understanding and positive relationships are our number one priority.
Every goal we set, team we support, marketing service we create, expense report we process, or call we place on behalf of our clients is the result of our team working together to make each other’s ideas stronger. That happens here because every one of us strives toward a common goal creating the best customer experiences.
Responsibilities
Provide the highest level of customer service
Develop, manage and retain strong client relationships
Prepare and process new client accounts using various internal and external systems
Prepare and process paperwork with accuracy and efficiency
Create client touchpoints throughout the year
Client meeting preparation and follow up
Respond to client requests
Arrange and coordinate virtual and in-person client events
Execute projects from start to finish, with consistent communication
Manage calendar and schedule appointments (potential extensive phone work)
Database maintenance
Possibly manage social media and website updates
Multi-task at a high-level managing:
- Project implementation and timelines
- Manage multiple priorities in a deadline-driven environment
- Create and manage tracking systems for projects
- Speed and accuracy in data entry and written communications
Preferred Qualifications
High School Diploma or equivalent
Experience: Two years experience in the financial service field, customer service relations, client services or equivalent
Skills, Abilities and Equipment
Strong written, verbal and interpersonal communication skills
Proficient computer skills. Must be able to move quickly and fluidly through multiple programs and internet browser tabs at once
Excellent organizational skills, ability to problem solve and create efficiencies, ensuring nothing falls through the cracks
Ability to prioritize work and multitask effectively and efficiently while maintaining accuracy
Sufficient patience to do repetitive work correctly and follow directions exactly
Experience in word press, media design platforms and social media platforms is a plus
Ability to respond to email and voicemails Monday-Friday
A home office which allows for a quiet and uninterrupted work environment and a protected, clean space to store materials and supplies
A dedicated phone line with a customized professional greeting
A personal computer (see requirements below)
Other Requirements
A working (PC) computer with an operating system of Windows 10 or later (MACS and TABLETS are not permitted – no iPads/Chromebooks)
4 GB memory RAM
500 GB hard drive (at least 50 GB free hard drive disk space)
2.0 GHz processor (2.60 GHz preferred)
Current anti-virus and anti-spam software. McAfee and Norton Antivirus are not compatible with our software. Recommended antivirus (premium subscriptions): Kaspersky, Bitdefender, FSecure, Sophos, Malwarebytes.
A high-speed internet connection with a minimum 25 Mbps down and 5 Mbsp upspeed
A router, Speakers/Headset, Microphone, webcam
A noise free and ergonomically compliant home office environment
Employment
Employees are covered under Workman’s Compensation, Unemployment Insurance, and earn paid sick leave. Based on hours, employees may be eligible for a monthly expense reimbursement, health, dental and vision insurance benefits and 401k matching (US residents only, please).
We do not discriminate on the basis of race, color, religion, national origin, sex, age, disability, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.
The Details
The Financial Industry mandates extensive background checks are completed before beginning training. (Can take 1-3 weeks)
Training period depends upon your learning curve. You will need to demonstrate flexibility, great organization, and a knack for multitasking to increase work hours.
Work hours typically between 8:30am4:30pm Monday-Friday. Clients available in all time zones. This is an hourly position. Starting pay: $15.00-$17.00, depending on experience.