Administrative Assistant (Financial Planning)

Administrative Assistant (Financial Planning)
Starting Rate: $6.00/hour
Hours: ~10hrs/week (remote work environment)
Working Time: Weekdays – US Eastern Standard Time (Morning).

Summary – We are seeking a highly organized and detail-oriented Virtual Administrative Assistant to join our team and provide remote administrative support to a dynamic financial planning company. Your main responsibility is to manage email communication for the financial planning team, including scheduling appointments and maintaining an organized inbox. You will also utilize project management tools to organize and track ongoing tasks and deadlines of agents and clients. Communicate with the team about upcoming agent training sessions and the current status of client accounts.

Please read all REQUIRED Conditions below before applying –
REQUIRED: Fluency in English and with near-perfect pronunciation (Very Important), excellent internet connection. Excellent phone, email and instant messaging communication skills.
REQUIRED: Minimum 2 years’ experience in email management, project management, appointment scheduling , and video conferencing.
REQUIRED: Must use Time-tracking software – Hubstaff (will be provided)
REQUIRED: Install and use a VPN to access proprietary CRM tool (will provide VPN subscription)
REQUIRED: Application requirement below –
When you send us a message to apply for this position, you MUST include the below sentence in the subject or first sentence of the body. Your application will be automatically discarded if this requirement is not met.
“I am fluent in English, I have 2 years of experience in email and project management. I am Proficient in Google Workspace Apps. I would love to work in a Financial planning industry, I will be available to work for 10 hours/week.”

Responsibilities:
– Manage email communication for the financial planning team.
– Schedule appointments and maintain team calendars.
– Utilize project management tools to organize tasks and track progress.
– Communicate effectively with internal team members and clients via email, phone, and Telegram.
– Facilitate meetings using a video conferencing platform.

Preferred Experiences and Skills:
Minimum 2 years’ experience in Google Workspace Apps and Project Management Tools
– Gmail, Google Drive, Google Docs, Sheets, and Slides
– CRM Software (proprietary)
– Communication Apps (Telegram, Zoom, Bulk Texter Pro)
– Google Calendar and Calendly
– and willing to learn others
Strong problem-solving skills and attention to detail.
Excellent communication and teamwork skills.
The ability to adapt to new technologies and learn quickly.
Strong note taking skills.
A desire to stay current with industry best practices.

Stretch Goals/Responsibilities:
– Financial advising services
– Manage training software of online communities using Mighty Networks
– Create and post marketing content
– Monitor and respond to comments and messages on social media platforms
– Run other third-party Ads (Google, Facebook, etc)

Keywords:
administrative support, email management, project management, CRM tools, scheduling and calendar management, financial planning, financial advising