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 don’t 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 Job!