Virtual Administrative Assistant- Part time (US Wealth Management, WFH)
Key Details
- Experience Level: Junior (1 to 2 years)
- Job Type: Full Time
- Visa Sponsorship: Unknown
- Industries: Professional Services
Responsibilities
The Virtual Administrative Assistant will serve as the first point of contact for incoming communications, schedule appointments and job site visits, manage digital filing systems and organize job documentation, and enter data into spreadsheets and project tracking systems. They will also assist with generating invoices, following up on payments, and performing basic bookkeeping tasks, as well as supporting internal communication and assisting in preparing estimates, job reports, and customer communications. Furthermore, the role involves ordering supplies, tracking equipment, and potentially assisting with implementing and utilizing a CRM system.
Requirements
Candidates should possess at least 3 years of experience in an administrative, virtual assistant, or office manager role, along with proficiency in cloud-based tools such as Google Workspace and Microsoft Office. Basic bookkeeping experience and excellent written and verbal communication skills are also required. Familiarity with CRMs like JobNimbus, Housecall Pro, or Xactimate is a desirable asset, and experience in the restoration, construction, or home services industry is a plus.
