Virtual Assistant for Financial Planners
VirtuAssist is growing! We have been in business for 14 years providing virtual administrative support to Financial Planners and Insurance Agents. We are currently looking to bring on another VA to help with the work load.
KEY RESPONSIBILITIES...
Coordinate & manage tasks for multiple Financial Planners in a timely manner (to include new account paperwork, existing account administration, tracking of transfers, etc.)
Manage tasks and communication from clients
Set up & maintain CRM's and financial planning software (eMoney, MoneyGuide Pro, etc.)
Preparation of meeting prep documents and appointment set up & confirmations
IDEAL CHARACTERISTICS:
Detail oriented with strong problem solving and analytic abilities
Excellent interpersonal, communication and organization skills
Ability to initiate, prioritize and follow through on multiple tasks/projects efficiently
Proficiency with Microsoft Word, Excel, Website Navigation
Adaptable to a rapidly changing industry
REQUIREMENTS:
Minimum of 3 years in a support position to a Financial Advisor
Working knowledge of the following software programs is a plus: eMoney, Redtail, MoneyGuide Pro, Schwab Advisor Center, Fidelity Wealthscape, Pershing NetX 360
Must know the different types of investment accounts
Experience with life, disability & long term care a plus
Please do NOT apply if you dont have experience in the financial planning industry
This is a contract position where you will be sent a 1099 each year. You will have to provide your own computer, internet & cell phone. Software requirements include Microsoft Office Suite, Operating System that can have the hard drive encrypted & Adobe Pro.
There is no guarantee for the number of hours you will have each week but the anticipation is it would start around 20 and then build from there fairly quickly.
Pay will depend on experience.
Job Types: Full-time, Part-time, Contract
Pay: $26.00 - $28.00 per hour
Expected hours: 15 40 per week
Benefits:
Flexible schedule
Schedule:
Monday to Friday
Education:
High school or equivalent (Preferred)
Experience:
Microsoft Excel: 2 years (Preferred)
Work Location: Remote
Apply Now
KEY RESPONSIBILITIES...
Coordinate & manage tasks for multiple Financial Planners in a timely manner (to include new account paperwork, existing account administration, tracking of transfers, etc.)
Manage tasks and communication from clients
Set up & maintain CRM's and financial planning software (eMoney, MoneyGuide Pro, etc.)
Preparation of meeting prep documents and appointment set up & confirmations
IDEAL CHARACTERISTICS:
Detail oriented with strong problem solving and analytic abilities
Excellent interpersonal, communication and organization skills
Ability to initiate, prioritize and follow through on multiple tasks/projects efficiently
Proficiency with Microsoft Word, Excel, Website Navigation
Adaptable to a rapidly changing industry
REQUIREMENTS:
Minimum of 3 years in a support position to a Financial Advisor
Working knowledge of the following software programs is a plus: eMoney, Redtail, MoneyGuide Pro, Schwab Advisor Center, Fidelity Wealthscape, Pershing NetX 360
Must know the different types of investment accounts
Experience with life, disability & long term care a plus
Please do NOT apply if you dont have experience in the financial planning industry
This is a contract position where you will be sent a 1099 each year. You will have to provide your own computer, internet & cell phone. Software requirements include Microsoft Office Suite, Operating System that can have the hard drive encrypted & Adobe Pro.
There is no guarantee for the number of hours you will have each week but the anticipation is it would start around 20 and then build from there fairly quickly.
Pay will depend on experience.
Job Types: Full-time, Part-time, Contract
Pay: $26.00 - $28.00 per hour
Expected hours: 15 40 per week
Benefits:
Flexible schedule
Schedule:
Monday to Friday
Education:
High school or equivalent (Preferred)
Experience:
Microsoft Excel: 2 years (Preferred)
Work Location: Remote
Apply Now