Virtual Assistant

Summary

Join our client, a fast-growing financial services company, as a highly organized Virtual Assistant supporting executive and marketing operations. This fully remote position (9 AM - 5 PM EST) requires versatility, strong communication, and a detail-oriented approach. You will manage the CEO's calendar and personal logistics, assist with marketing tasks (data entry, lead management, stakeholder communication), handle administrative duties (meeting minutes, calls, document preparation), and perform light bookkeeping. Success involves ensuring efficient executive operations, well-maintained marketing materials, timely communication, and consistent task management. Growth opportunities exist within a dynamic and supportive environment.

Requirements

• 1+ years experience as a virtual assistant or in executive/admin support
• Strong proficiency in Office 365 suite; detail-oriented with excellent organizational skills
• Fluent English, written and verbal, with strong interpersonal skills

Responsibilities

• Manage calendars, email correspondence, and personal logistics for the CEO, ensuring smooth daily operations
• Assist with marketing data entry, lead management, and communication with stakeholders and team members
• Take detailed meeting minutes, answer incoming calls professionally, and support document preparation including marketing assets such as decks, flyers, and banners
• Perform light bookkeeping tasks including managing numbers and basic financial record-keeping
• Use Office 365 tools like PowerPoint, Excel, and Word to create and update presentations and reports

Preferred Qualifications

• Background in marketing operations or administration is highly advantageous
• Flexible, able to multitask, and eager to take on diverse responsibilities across personal and business functions