Virtual Assistant

Summary

Join our team as a highly organized and detail-oriented Virtual Assistant with a strong background in finance to support business operations.

Requirements

• Proven experience as a Virtual Assistant or similar role, ideally in a finance-related industry
• Strong understanding of financial concepts and familiarity with banking instruments (e.g., letters of credit, bank guarantees, etc.)
• Experience in lead generation, sales outreach, or business development
• Strong knowledge of LinkedIn, WhatsApp, and email platforms. Familiarity with CRM tools is a plus
• Excellent written and verbal communication skills
• Ability to multitask, prioritize, and manage time effectively to handle multiple tasks
• Strong focus on accuracy, particularly with financial documents and lead management
• Comfortable with digital tools and platforms, including Microsoft Office, Google Workspace, and financial platforms or CRMs

Responsibilities

• Organize, prioritize, and manage incoming emails
• Draft and respond to emails on behalf of executives or the business, ensuring timely and professional communication
• Filter spam and irrelevant emails, managing inbox efficiency
• Manage LinkedIn connections, including sending and accepting connection requests
• Craft personalized messages to engage with new connections
• Assist in growing the business’s professional network by identifying and connecting with potential leads
• Regularly update and optimize LinkedIn profiles to reflect business goals and expertise
• Monitor and manage business-related WhatsApp messages
• Respond promptly and professionally to inquiries from clients, partners, and prospects
• Organize group chats, follow up on important conversations, and ensure communication is aligned with business objectives
• Research potential clients, partners, and business opportunities
• Create targeted outreach strategies to engage potential leads via LinkedIn, email, and other digital platforms
• Nurture leads from first contact to deal closure, maintaining an organized database of communications and progress
• Provide regular reports on lead generation activities and outcomes
• Apply knowledge of financial services, markets, and banking instruments to assist in business tasks and client interactions
• Conduct basic financial research when needed to support business development and deal structuring
• Review financial documents, banking forms, or instruments to ensure accuracy and compliance
• Schedule and coordinate meetings, both virtual and in-person
• Maintain a calendar of important deadlines and follow-ups
• Organize digital files, documents, and contracts relevant to business activities

Preferred Qualifications

• Previous experience in the finance, banking, or fintech sectors
• Knowledge of CRM systems and sales pipelines
• Experience working remotely with international clients or partners

Benefits

• HMO with 1 free dependent upon hire
• Life Insurance
• 20 PTO credits annually
• VL and SL cash conversion
• Annual Performance-Based Merit Increases and Employee Recognition
• Great Company Culture
• Career Growth and Learning