Virtual Assistant
A remote administrative role supporting a wealth management practice. The work suits an organised, detail-minded person who is comfortable managing a client's calendar and day-to-day admin from anywhere. The firm is a financial services business serving private clients, so discretion and accuracy matter. Candidates with hands-on experience in CRM tools and a steady, reliable approach to routine operations will find this a good fit. The role is open to people working remotely across any location.
What you'll do
- Schedule and coordinate meetings
- Handle routine service tasks
- Support day-to-day operations
- Manage CRM records
What you need
- Proficiency in Salesforce
- Strong organisational and scheduling skills
- Comfortable working remotely and independently
Open to applicants anywhere in the world.
How to apply
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