- Hybrid Virtual Assistant & Event Support (Part-Time | Local Applicants Only)

Arista Financial Services; Charlotte (NC); On-site; USD 10,000 - 60,000; Part time

Job summary

A local financial advisor in Charlotte, NC seeks a reliable, detail-oriented assistant for both remote administrative tasks and on-site support for client events. This part-time role offers flexible scheduling and the chance to grow with a mission-driven business.

Benefits

Flexible scheduling

Opportunity for bonuses

Role expansion

Qualifications

• Reliable, detail-oriented assistant needed for financial advisor.
• Available for evening events a few times each month.

Responsibilities

• Confirm and reschedule client appointments.
• Coordinate with venue for event setup.
• Manage CRM updates and send confirmations.

Skills

Communication

Organization

Adaptability

Tools

Google Calendar

Zoom

CRM systems

Job description

Charlotte, NC

5 days ago Be among the first 25 applicants

Location: Charlotte, NC — Local candidates only

Part-Time | Contract (1099) | $16–$18/hr

~5–10 hours/week to start | Evenings required 1x/month

About the Role

I'm a local financial advisor helping pre-retirees and retirees make confident decisions about their financial future. As my business grows, I’m looking for a reliable, detail-oriented assistant to help with both remote admin tasks and on-site support for client events.

This is an ideal opportunity for someone who thrives in both virtual and people-facing roles—and who’s excited to grow with a small, mission-driven business.

What You’ll Do

Virtual Administrative Tasks

• Confirm and reschedule client appointments
• Support new business applications via Zoom
• Schedule medical exams and track pending paperwork
• Follow up on outstanding client requirements
• Manage CRM updates and send confirmations

Event Support (2–4x/month)

• Call and confirm workshop attendees in advance
• Coordinate with the venue on food and room setup
• Arrive early to help set up and check in guests
• Cue venue for meal service and assist during the seminar
• Collect client forms and schedule follow-up appointments
• Log appointments and send confirmations post-event

What You Bring

• You're based in Charlotte, NC
• You’re available for evening events a few times each month
• You’re a clear communicator (phone, Zoom, and in-person)
• You’re comfortable using tools like Google Calendar, Zoom, CRM systems
• You’re organized, adaptable, and pleasant under pressure
• You enjoy being part of something meaningful—even if it’s just getting started

Compensation & Perks

• $16–$18 per hour (based on experience)
• Flexible scheduling
• Independent contractor (1099)
• Opportunity for bonuses and role expansion
• Learn the ins and outs of a growing advisory practice

How to Apply

Please DM me here on LinkedIn or email [e-mail] with:

• A short message about why this role interests you
• Your availability
• A copy of your resume or a LinkedIn profile link

Whether you're an experienced VA looking for a more personal role, or someone local who enjoys helping people and events run smoothly, I’d love to hear from you.

Seniority level

• Entry level

Employment type

• Part-Time | Contract (1099)