Virtual Administrative Assistant

Virtual Administrative Assistant

We at Kelly hear you and we're here for you! We're seeking a Virtual Administrative Assistant to work at a Financial company in Gaithersburg, MD.

Salary / Pay Rate / Compensation : $21 / hour with weekly pay on Friday's

Mon-Fri 8am-4 : 30pm

Enjoy the flexibility of remote work while contributing to a dynamic financial services team.

Opportunity for permanent placement with Highlander Financial Group based on performance.

Gain exposure to modern wealth management technologies and client service operations.

Be part of a collaborative environment that values precision and client satisfaction.

You'll be managing client review workflows from start to completion using detailed templates, ensuring accuracy and compliance.

Updating and organizing client data within systems such as WealthBox CRM, Box, Asset Map, and more.

Linking, verifying, and syncing data between financial systems to maintain accuracy at both the client and household levels.

This job might be an outstanding fit if you :

Have proven experience in administrative support, client service, or data management roles, preferably in the financial industry.

Possess excellent attention to detail and the ability to follow multi-step workflows with consistency.

Are proficient with cloud-based tools such as Box, CRM systems (e.g., WealthBox, Salesforce), and Excel / Google Sheets.

Once you apply, you'll proceed to next steps if your skills and experience look like a good fit. But don't worry-even if this position doesn't work out, you're still in our network. That means all of our recruiters will have access to your profile, expanding your opportunities even more.

Helping you discover what's next in your career is what we're all about, so let's get to work. Apply to be a Virtual Administrative Assistant today!