Virtual Assistant for a Fully Remote Financial Advisor Firm

Are you a detail-oriented, driven, and resourceful professional with a background in office administration, CRM database management, finance or accounting? Are you looking for a company who will support your growth and development?

About the Role:
Our client is a large financial advisor firm. This is a rare opportunity to join a fully remote, culture-first organization focused on employee growth and retention. They are currently seeking an experienced virtual assistant to fill a recent opening and form a core part of the team. We are seeking a skilled, committed candidate who is looking for a company with which to build a long career. Only candidates seeking a long-term opportunity; who looking to grow in this role will be considered.

Sample duties may include:
• Calendar management for the owner and key tea m me mbers
• Scheduling client meetings, and supporting meeting preparation
• CRM client database management & data entry
• Financial support with invoicing, shifting clients from paper billing to e-billing, etc.
• Managing and balancing accounts
• Accounting & Bookkeeping

Qualifications:
• Excellent English Skills: Must be proficient in both verbal and written communication
• Proficiency in Microsoft Suite: Strong command of these tools is essential
• CRM Database Management: Experience required
• Finance/Accounting Background: Previous experience in this field is preferred
• Detail-Oriented: Exceptional attention to detail and ability to close loose ends
• Time Management & Prioritization: Ability to think critically, and prioritize effectively
• Trustworthy & Compliant: Ability to work with sensitive client data, and maintain data-compliance and client privacy
• Resourcefulness: Ability to figure things out independently and work efficiently

The ideal candidate will own their role. And as they progress will not only support but begin to own certain components of the client’s process. Progression will be rewarded.

Work Schedule:
• Monday to Friday, 9:00 AM - 5:00 PM PST (GMT -7)

Compensation:
• Base-Salary: $900-$1,300 CAD, commiserate with experience

Kindly send your application here on Online Jobs PH using the format below. For the questions, please provide as much details as possible. For the CV, please include a link to a downloadable format or Google Doc.

Please note, we aren’t seeking someone who can simply do the job. We are seeking a cultural fit. And someone who can grow, develop and advance with the company.

Subject: Application for Virtual Assistant for Financial Advisor Firm

Body:

Hello Elysia,

I am (Your Full Name) and I'm expressing my interest in the Admin Virtual Assistant with Paralegal or Accounting Experience position. I have attached my CV here: [link to CV]

1. Do you have a background in office administration? Please provide examples of tasks you have completed:
Answer:
2. How would you rate your proficiency in Google Sheets and Excel on a scale of 1-10?
Answer:
3. The compensation for this role is listed above. Is this acceptable to you?
Answer:
4. Are you available to work Monday to Friday from 9:00 AM - 5:00 PM PST (GMT -7)?
Answer:
5. We have a policy against moonlighting. Once hired, you should have resigned from any current employment. Is this clear to you?
Answer:
5. If hired, when would you be available to start?
Answer:
6. Provide your email address.
Answer:
7. Provide your mobile number.
Answer:
8. Provide your Skype name. And confirm via Skype that you have submitted your application by reaching out to live:ravenscrofte .
Answer:
9. Please tell us why you think you’d be a good fit for this role?
Answer:
10. Please tell us a little bit about yourself and your short term career goals? As well as what you are looking for from your next employer?
Answer:
Sincerely yours,
(Your Name)

IMPORTANT: Our operating hours are from 9:00 AM - 5:00 PM PST (GMT -7), Monday through Friday.

Kindly submit your application ONLY if you are seeking a LONG-TERM, FULL-TIME position. We are very excited to meet you.