Assistant

Financial Services Virtual Assistant (Part-Time, 20 Hours/Week) Position Title: Financial Services Virtual Assistant Schedule: Part-Time – 20 Hours per Week Location: Remote Reports To: Financial Advisor / Managing Partner / Operations Manager Position Summary We are seeking a detail-oriented and highly organized Financial Services Virtual Assistant to support daily administrative and client service operations. The ideal candidate is professional, tech-savvy, and comfortable handling confidential financial information while providing exceptional support to clients and advisors in a remote environment. Key Responsibilities Manage calendars, appointments, and scheduling for advisors and clients Respond to client emails and phone inquiries in a timely and professional manner Prepare and organize financial documents, reports, and client files Assist with account paperwork, onboarding, and follow-up communications Maintain CRM systems and update client records accurately Coordinate virtual meetings and prepare meeting materials Track pending tasks, compliance requirements, and deadlines Support marketing activities such as newsletters, social media scheduling, and client events Conduct basic research related to financial products, market updates, or client needs Assist with bookkeeping, invoicing, and expense tracking if needed