Virtual Assistant - Part Time (US Wealth Management Firm, WFH) id-13495

Description

Salary: P300 per hour (4 hours a day)

Schedule: Monday – Friday (09:00 AM - 01:00 PM EST)

What are we looking for?

Skills Required:

  • 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.

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Nice to Have:

  • Background in wealth management is a plus

 

What will you do?

  • Client Inquiry Handling:
    • 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.
  • Outbound Client Communication:
    • 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.
  • CRM Management:
    • 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.
  • Targeted Campaigns:
    • Create mailing lists based on client interests and locations for targeted outreach.
    • Prepare and coordinate the distribution of newsletters and educational content to clients.
  • Data Entry and Administrative Tasks:
    • 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.

 

JOIN CONNECTOS NOW!

ConnectOS is certified as a Great Place to Work and is a top-rated Philippines employer of choice.

 

Our Client is an independent firm based in North Carolina that prides itself on exceptional service and dedication. They are committed to providing objective advice and prudent strategies for comprehensive financial planning and wealth management. In particular, they specialize in catering to small business owners, physicians, IT professionals, attorneys, and families with multigenerational financial planning needs.

Virtual Assistant - Part Time (US Wealth Management Firm, WFH) id-13495

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