Job Description
We are seeking a proactive and detail-oriented Virtual Assistant to join our team. This role will be integral to ensuring timely email inbox coordination/diary management of our CEO (using MS Outlook) as well as assisting with general administration, client service and ad-hoc projects.
The ideal candidate will have strong organizational skills, the ability to manage multiple priorities, and proactive client service skills.
Proficiency in English (both spoken and written) is essential, as the role involves regular phone communication and email correspondence with clients and stakeholders.
Job Title
-
General Virtual Assistant
Work Schedule
- Day Shift
Job Qualifications/Requirements
- Proficient English skills (both spoken and written) are essential for handling phone calls and professional email communication.
- Applicants should hold at least a university degree or an equivalent level of education and experience.
- Strong organizational and multitasking abilities, with the ability to work under pressure.
- Excellent communication skills, both written and verbal.
- Problem-solving mindset with a proactive approach to handling contingencies.
- High attention to detail and accuracy in data entry and scheduling.
- Ability to work independently and as part of a team.
- Proficiency in Microsoft Office (Word, Excel, Outlook).
- Previous experience in administrative support (including inbox/diary management), client service is essential.
- Experience in the Financial Planning industry is desirable but not essential.
Job Responsibilities
- Review CEO’s email inbox to prioritise those emails which are high priority for his attention/response and those that can be attended to by the team (direct/follow up as appropriate).
- Diary management of CEO.
- Make travel bookings for CEO.
- Assist with incoming enquiries via phone and email, ensuring prompt and professional responses.
- Outbound customer service activities.
- Support the team with other administrative tasks as needed.
- Ensure organisations shared online filing is maintained accurately.
- Assist in the preparation of financial advice documents and other client facing reports and value adding material.
- Process client transactions and ensure that all paperwork is accurate and complete as well as establishing new accounts/policies on a variety of different platforms.
- Maintain accurate client data and records in Adviser Logic (our CRM platform) as well as other systems as required.
- Preparation of content for various publications as required.
- May be required to assist with co-ordination of marketing activities.
- Maintaining MS Excel spreadsheets for various ad-hoc initiatives.
Good luck and God Bless!