Virtual Assistant

Summary

Join ConnectOS, a top-rated Philippines employer, and work for a North Carolina-based wealth management firm known for exceptional service. This virtual assistant/administrative support role involves a 4-hour daily schedule (Monday-Friday, 9 AM-1 PM EST) with a P300/hour salary. You will handle client inquiries, manage a CRM system, create marketing campaigns, and perform data entry. Prior experience in a similar role, ideally within wealth management or financial services, is required. ConnectOS is committed to equal employment opportunities.

Requirements

• Previous experience in a virtual assistant or administrative support role, ideally within wealth management or financial services
• Proficiency in CRM systems
• Strong organizational skills and attention to detail
• Excellent written and verbal communication skills
• Ability to work independently and manage time effectively
• Experience with outbound and inbound client communication
• Familiarity with creating and managing email and text automation campaigns

Responsibilities

• Answer inbound client inquiries, collecting necessary information related to wealth management services
• Input collected data into the database system
• Queue completed data for financial advisor to review and respond to clients
• Make outbound calls to clients and leads in the CRM, ensuring timely follow-up to provide requested information
• Maintain a proactive approach in contacting clients to gather details for portfolio updates or investment inquiries
• Manage and update client information within the CRM, ensuring accuracy and completeness
• Oversee the automation of email and messaging campaigns to keep clients informed about new services, market updates, and personalized financial content
• Create mailing lists based on client interests and locations for targeted outreach
• Prepare and coordinate the distribution of newsletters and educational content to clients
• Input leads and new client details from various sources into the CRM for follow-up by wealth advisors
• Assist with administrative tasks, including other firm-related responsibilities

Preferred Qualifications

Background in wealth management is a plus