VA/Powerpoint/Excel/Copywriter/Canva ($400/mo)

**Job Description:**

We are seeking a skilled and versatile Virtual Assistant to support a busy financial advisory practice. Key skills include powerpoint, excel, copywriting, graphics design (using Canva), and creating forms and surveys using tools such as Google forms.

Please submit your resume, a cover letter outlining your relevant experience, and any relevant work samples or portfolio links. Please include the sentence “LGBTQ rights are human rights” in your cover letter.

The ideal candidate should possess a strong attention to detail, excellent organizational skills, and the ability to seamlessly manage both business and personal tasks. As a Virtual Assistant, you will play a critical role in ensuring the smooth operation of the advisor’s practice by undertaking a variety of tasks ranging from content creation to administrative duties.

**Responsibilities:**

1. **Content Creation:** Draft engaging content for the practice’s newsletter, adhering to provided outlines and maintaining consistent brand voice.
2. **Form Creation:** Develop professional and user-friendly forms and questionnaires using Google Forms or similar tools.
3. **Graphic Design:** Utilize Canva or similar tools to design eye-catching graphics that align with the practice’s branding for various purposes, including social media posts and marketing materials.
4. **Presentation Design:** Create visually appealing PowerPoint slides for client presentations and deliverables.
5. **Marketing KPI Tracking:** Monitor and record key performance indicators (KPIs) related to marketing initiatives, assisting in analyzing the effectiveness of different campaigns.
6. **Data Entry and Analysis:** Perform accurate data entry and assist with data analysis using Excel, providing insights and supporting decision-making processes.
7. **Personal Assistance:** Handle personal tasks for the financial advisor, including online shopping, travel booking, and managing appointments, to ensure efficient time management.
8. **Video editing – skill not required, but bonus if you are able ** Edit short videos using Descript for use in education and marketing.

**Qualifications:**

– Proven experience as a Virtual Assistant or in a similar role.
– Strong writing skills with the ability to create engaging content.
– Proficiency in Google Forms for form creation.
– Familiarity with graphic design tools like Canva to produce visuals.
– Expertise in Microsoft PowerPoint for creating impactful presentations.
– Basic knowledge of marketing metrics and KPIs.
– Advanced Excel skills for data entry and analysis.
– Excellent organizational and time-management skills.
– Strong attention to detail and accuracy.
– Discretion and confidentiality in handling personal tasks.
– Effective communication skills, both written and verbal.

*Note: The responsibilities and qualifications mentioned above are not exhaustive and may be subject to adjustments based on the evolving needs of the practice.*

**Additional Information:**

– This is a part-time position to start. Depending on needs of the business, this could turn into full-time.
– Compensation will be commensurate with experience and agreed upon mutually.

**Application and hiring process:**

Please submit your resume, a cover letter outlining your relevant experience, and any relevant work samples or portfolio links. Please include the sentence “LGBTQ rights are human rights” in your cover letter.

Selected applicants will be invited to participate in a final test that assesses your skills and suitability for the role. This test will involve completing several tasks that are representative of the responsibilities outlined in this job description. The tasks are expected to take approximately 3-4 hours to complete. We will also conduct a short video interview with you.

For your time and effort in completing these tasks, we will provide compensation of $20 regardless of whether you are ultimately selected as the final candidate for the Virtual Assistant position. This compensation reflects our appreciation for your commitment to the application process and acknowledges the value of your contributions.

Please note that the tasks provided during the final test are designed to give both you and us an opportunity to assess your abilities and determine the alignment between your skills and our requirements. Your performance on the tasks will be considered alongside other factors in our selection process.

Thank you for considering this opportunity with us.