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

We are seeking a dedicated and detail-oriented Virtual Assistant based in the US to support our team with various administrative tasks. The ideal candidate should be organized, proactive, and proficient in handling scheduling, email management, and data entry. Strong communication skills and the ability to work independently are essential. If you are tech-savvy and can manage multiple tasks efficiently, we would love to hear from you!

We are seeking a reliable virtual assistant based in the US to support our team. The ideal candidate will have experience in administrative support, email communication, and phone communication. You will be responsible for managing schedules, coordinating tasks, and ensuring smooth day-to-day operations. This is a part-time role with a long-term engagement.

We are seeking a reliable Virtual Assistant to assist with administrative tasks, email management, data entry, and customer support. The ideal candidate will have strong communication skills and be able to work independently. This part-time role requires attention to detail and the ability to manage multiple tasks efficiently.

We are seeking a virtual assistant to handle phone calls for recruitment purposes. The ideal candidate will have experience in customer service and phone support, ensuring smooth communication with potential candidates. Responsibilities include managing phone calls, responding to inquiries, and coordinating schedules. This part-time role requires intermediate proficiency and offers a flexible schedule.

Seeking a U.S.-based virtual assistant to provide admin support, operations, member support, digital resources, and executive support. Responsibilities include managing schedules, coordinating travel, handling email communications, and ensuring smooth day-to-day operations. The ideal candidate will have strong organizational skills and attention to detail.

About the Role We are a fast-growing boutique recruitment agency with a strong recurring client base. Our recruiters are high-volume and work autonomously — they need a reliable, organized admin partner to handle coordination and logistics so they can stay focused on sourcing and placing candidates. This is an immediate-start, part-time role with the potential to grow. We are looking for someone who understands the pace of a recruiting environment and can hit the ground running without a lot of hand- holding. What You Will Do Interview & Calendar Coordination • Schedule and confirm interviews between candidates and hiring managers • Send timely confirmations via email, phone, and text • Manage calendar logistics and follow up on reschedules and no-shows • Track interview outcomes and keep the team updated on candidate status ATS & Pipeline Management • Keep the applicant tracking system (ATS) current with candidate activity and stage updates • Audit pipelines regularly to identify stale roles or inactive candidates • Ensure all submission and placement records are accurate and complete Sourcing & List Building Support • Build targeted candidate and prospect lists using sourcing tools as directed • Assist with outreach tracking and follow-up logging • Organize and pull sourcing reports for the recruiting team General Administrative Support • Maintain organized shared file systems and document storage • Log daily team activity in tracking tools and communication channels • Support the Operations Manager with ad hoc tasks as needed What We Are Looking For Required: • Previous experience supporting a recruiting, staffing, or HR team • Comfortable working inside an ATS — familiarity with any modern system is a plus • Strong organizational skills and attention to detail • Confident communicating with candidates via phone, text, and email • Proficient with Google Workspace (Gmail, Calendar, Drive, Sheets) • Self-starter who can manage tasks independently without constant direction • Available Monday through Friday, ideally 10:00 AM – 2:00 PM EST Nice to Have: • Experience supporting multiple recruiters at the same time • Familiarity with sourcing tools such as LinkedIn Recruiter, Indeed, or Apollo • Background in high-volume or service industry recruiting environments • Experience working within a remote team What Success Looks Like in Week 1 • All pending interview scheduling is cleared and candidates are confirmed within 24 hours • ATS pipeline is fully up to date across all active accounts • Recruiters are not spending any time on scheduling or administrative follow-up • You have a clear understanding of each account’s process and can manage it independently

Short-Term Virtual Assistant — Studio Launch Support About us Wise Body Solutions is a clinical movement studio in Plymouth, Michigan — Reformer Pilates, yoga, mobility work, Rolfing, massage, and physical therapy, built around a proprietary movement assessment. We're mid-launch, moving fast, and building something real. What we need We're looking for someone who's been part of a studio launch before and knows what that actually looks like day to day — not someone who needs the playbook explained. This is a short-term engagement: it runs until our in-house team is fully ramped on these tasks, likely a matter of weeks. For that window, we need someone who can step in and move at full speed immediately. The owner is buried in work and needs some pinch relief. What you'll actually do **Phone-based work:** - Return calls to leads who've shown interest in our movement assessment — following up, answering questions, helping get them scheduled **Building our local footprint:** - Help us establish and grow our presence in the Plymouth community — coordinating with local organizations and getting WBS visible in the right places as we launch **Digital/social coverage:** - Manage our social media posting on a temporary basis (content creation, ideas for posts but voice, branding and visual direction will be provided — this is execution, not strategy development) **Momence (our scheduling/client platform):** - Build out lead capture forms and automated email sequences inside Momence (this project is started but needs to be moved along faster than I can do it myself) - You'll need scoped access (not full account access) to do this — **you must already be familiar with Momence specifically.** This is a short engagement, so we need someone who can move without ramp-up time on the platform. What we're looking for - Real experience with a studio launch or opening — you know what this phase actually demands - Comfortable making and taking phone calls professionally — this isn't a chat-only VA role - Can learn a business's voice quickly and represent it accurately without sounding scripted - **Hands-on experience with Momence specifically** — not a comparable platform, Momence itself - Available to start quickly and work consistent hours for a short, defined window --- **To apply:** Tell us about a studio launch or opening you've supported before, and your direct experience with Momence. A short note on your availability for a quick-start, short-term engagement is appreciated.

"I am seeking a virtual assistant with cybersecurity recruiting or job search experience to help identify Cybersecurity, Information Security, GRC, IT Risk, and IT Audit job opportunities for me. Responsibilities include researching recruiters, finding relevant openings, tracking applications, and supporting LinkedIn networking efforts."

I need a virtual assistant who can help me expand my business in the US. The role involves supporting business growth through effective communication and administrative tasks. The ideal candidate will have experience in social media marketing and email communication to enhance our reach and engagement.