Virtual Executive Assistant

17 hours, 46 minutes ago
Part-time
Entry Level
Operations
Assist World

Assist World

Assist World provides dedicated virtual assistant services, enabling businesses to streamline their operations and enhance productivity by matching clients with skilled virtual talent tailored to their specific needs.

IT Services

Description

  • Manage, confirm, and reschedule client meetings while maintaining quarterly meeting schedules.
  • Respond promptly to last-minute client scheduling requests.
  • Monitor Adam’s inbox and help ensure timely client responses during busy meeting days.
  • Update Salesforce with client and opportunity notes.
  • Coordinate with internal operations staff regarding active opportunities and client updates.
  • Occasionally answer client phone calls on Adam’s behalf once phone access is established.
  • Provide general administrative and operational support as needed.
  • Do not perform trades or money movement; those responsibilities remain with the advisor and in-house operations team.

Requirements

  • Strong organizational skills and the ability to proactively manage a busy, changing schedule.
  • Proficiency with Microsoft Office, particularly Outlook Calendar.
  • Professional and personable communication style for occasional client-facing phone interactions.
  • General CRM familiarity; Salesforce experience is preferred but not required.
  • Familiarity with Microsoft Copilot is a plus and aligns with the firm’s approved AI tools.
  • Familiarity with Ameriprise broker-dealer platform tools is preferred but not required.
  • Ability to work as a virtual assistant on the advisor’s behalf rather than representing him directly.
  • Willingness to learn firm-specific CRM and operations processes with in-house guidance.

Benefits

  • 100% remote work.
  • $50 birthday bonus.
  • $200 testimonial bonus.
  • No activity tracker.

Interested in this position?

Apply directly on the company website

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