Virtual Assistant for Wealth Management (Part-time)

Job Opportunity

My BTLR is your partner in finding flexible, rewarding opportunities that fit your lifestyle. Whether you're looking for part-time work, a remote position, or a chance to share your expertise in a fractional CxO role, we connect you with clients who value your skills. We're all about matching talented professionals like you with roles that let you thrive, on your terms. Join our team and discover work that works for you!

Job Description

This is a remote position.

We are looking for a qualified virtual assistant to support a wealth management client. Our virtual assistants are responsible for providing a wide variety of support services to clients. The virtual assistant may delegate some or all of his / her work, acting as a single point of contact for other virtual assistants when applicable. Often, the virtual assistant serves in the role of an executive assistant, personal assistant or administrative assistant to clients. THIS IS A PART-TIME CONTRACT POSITION AND CANDIDATES MUST RESIDE AND BE ELIGIBLE TO WORK IN THE USA.

Qualifications

THE SUCCESSFUL CANDIDATE MUST POSSESS THE FOLLOWING CORE SKILLS :

• Working knowledge of support functions in the wealth management, financial services, or financial planning industry. Must be familiar with the client intake process, client communication management, and related functions.
• Strong administrative and organizational skills with particular focus on :
• Client relationship management
• Client paperwork management
• Schedule and calendar management
• Booking appointments
• Inbound / outbound marketing
• Expense tracking & paying bills
• Professional verbal and written communication
• Ability to multi-task
• Strong work ethic
• Strong working knowledge of technology using both Windows and Mac platforms
• Associates degree or some college preferred

WORKING CONDITIONS

A workstation located in a room with a door to avoid distractions.

If necessary, babysitting services are arranged to provide a time slot of undisturbed, focused attention to details.

REQUIRED EQUIPMENT

Laptop or desktop computer

High-speed internet connection

Mobile / smartphone device

Telephone connection

Tablet, iPad or similar (optional)

Printer

This is an independent contractor (1099) position and compensation is based on a per client basis.

Are you up for the challenge? Apply today or visit us at https : / / www.mybtlr.com

Job Type : Contract

Required education :

High school or equivalent

Required experience :

Minimum of one (1) year experience in an administrative and / or executive support capacity in the wealth management industry.

Required language :

English