Virtual Assistant at Tech Startup in the Retirement Space

We are seeking a highly skilled and dynamic Virtual Assistant to join our innovative startup that provides cutting-edge technology solutions to banks, trust companies, and other financial services providers in the retirement space. The ideal candidate will be a proactive problem-solver, comfortable with technology, and able to thrive in a fast-paced, collaborative environment.

Responsibilities:
1. Provide comprehensive personal assistance to executives, including calendar management, email organization, and task creation and follow-up
2. Write, review, and edit copy with excellent English skills
3. Utilize Google Applications, Jira, Notion, and Slack to manage projects, track progress, and communicate with the team
4. Assist with accounting tasks as needed
5. Attend virtual/video meetings during US Pacific Time Zone hours and take detailed notes
6. Pursue and organize supporting materials and documents for ongoing projects
7. Identify and automate repetitive tasks to improve efficiency
8. Actively learn and utilize AI tools to enhance productivity
9. Contribute ideas and opinions confidently in a collaborative team setting

Requirements:
– Proven experience as a virtual assistant or in a similar role
– Excellent written and verbal communication skills in English
– Proficiency in Google Applications, Jira, Notion, and Slack
– Familiarity with accounting principles and practices
– Strong organizational and time management abilities
– Detail-oriented and capable of managing multiple tasks simultaneously
– Trustworthy and able to maintain confidentiality
– Willing to provide identity verification for security purposes
– Proactive and self-motivated with a strong work ethic
– Comfortable working independently in a remote setting
– Confident in presenting ideas and opinions
– Eager to learn and adapt to new technologies, including AI tools
– Bachelor’s degree preferred

We offer a competitive salary, a full-time position (40 hours per week) with time off for local holidays, and the opportunity to grow within a dynamic startup environment. Our company culture values work-life balance, fosters a relaxed yet focused atmosphere, and puts people first. We celebrate family, welcome children, and believe in working hard while maintaining a positive and supportive team environment.

If you are a skilled virtual assistant who thrives in a technology-driven, collaborative setting and is passionate about making a difference in the retirement space, we’d love to hear from you. Please submit your resume and cover letter to apply.