Part-time Virtual Assistant/Appointment Setter

WizeTalent (a service/brand of Wize Mentoring); United States; Remote; USD 6,600 - 9,900; Part time

Benefits offered by this job

100% remote work

Flexible part-time hours

Job summary

WizeMentoring is seeking a reliable Virtual Assistant / Appointment Setter to manage appointments and scheduling for clients. This part-time role offers flexible hours, averaging about 1 hour per day (up to 10 hours per week) and is 100% remote.

You will act as Samee (Samantha Regalado) with inbox and calendar access to handle meetings and communications with clients in a professional, personal, and timely manner. Prior experience as a receptionist, scheduler, or virtual assistant is a plus.

Qualifications

• Excellent written and spoken English, with strong communication skills.
• Highly organised, reliable and punctual.
• Comfortable working independently in a remote, part-time capacity.

Responsibilities

• Scheduling & Calendar Management: Coordinate and book appointments for clients via Outlook and Zoom, avoiding scheduling conflicts.
• Confirm, reschedule, and follow up on appointments promptly.
• Send appointment reminders and confirmations to clients.
• Flag any scheduling issues or conflicts to Samee proactively.
• Client Communication: Handle client scheduling queries with prompt, professional responses.
• Meetings: Prepare agendas, links, and materials, and follow up to ensure clients are ready ahead of meetings.
• Keep client records clean, accurate, and up to date, flagging any gaps to Samee.
• Track outstanding client tasks and elevate anything needing Samee's attention.

Skills

Tech-savvy

Microsoft Teams

Outlook

English proficiency

Organizational skills

Remote work

Customer-facing

Tools

Microsoft Teams

Outlook

Job description

About WizeMentoringWizeMentoring supports accounting and bookkeeping firm owners around the world to build high-performing, profitable businesses. Through proven systems and expert mentoring, we help our clients improve efficiency, strengthen leadership and achieve long-term sustainable growth. With over 20 staff in 9 different countries, we are growing rapidly and are looking for our next star team member!

Visit our website to learn more:

Job Overview

We are looking for a reliable, well-organised Virtual Assistant / Appointment Setter to manage appointments and scheduling for clients. This is a part-time position ideal for someone who wants meaningful, flexible work that fits around other commitments.

You’ll essentially act as Samee (Samantha Regalado, our WizeGrowth & Advisory Success Specialist), with inbox and calendar access to manage meetings and communicate with clients on her behalf. Keeping every interaction professional, prompt, and personable.

Why Join WizeMentoring

• Hourly rate: PHP 300 - 450
• Flexible, part-time hours (averaging 1 hour/day, up to a maximum of 10 hours/week, across 5 days/week)
• 100% remote work from home
• Supportive and forward-thinking leadership team
• Opportunity to build long-term

Your Role

As a dedicated assistant/appointment setter, your focus will be managing the scheduling process and attending to queries for all WizeGrowth and WizeAdvisory clients. As such, a warm, professional, and clear communication style is essential, ensuring every interaction feels prompt and personable.

Reports to Samee (Samantha Regalado)

Key Responsibilities

Scheduling & Calendar Management

• Coordinate and book appointments for clients via Outlook and Zoom, avoiding scheduling conflicts
• Confirm, reschedule, and follow up on appointments promptly
• Send appointment reminders and confirmations to clients
• Flag any scheduling issues or conflicts to Samee proactively

Client Communication

• Handle client scheduling queries with prompt, professional responses
• Communicate with clients via Microsoft Teams, email, and/or phone with a professional, friendly tone

Meeting Preparation & Follow-Up

• Help prepare agendas, links, and materials, and follow up to ensure clients are ready ahead of meetings
• Save, organise, and file meeting recordings and notes after each session

  Client Records & Onboarding

  • Keep client records clean, accurate, and up to date, flagging any gaps to Samee
  • Manage onboarding admin tasks and flag missing info or outstanding items to Samee

  Task Tracking & Support

  • Track outstanding client tasks and elevate anything needing Samee's attention
  • Assist Samee with ad-hoc tasks as needed
  • Tech-savvy, with confident, hands-on experience using Microsoft Teams and Outlook
  • Excellent written and spoken English, with strong communication skills
  • Good interpersonal skills and a warm, professional client-facing manner
  • Highly organised, reliable and punctual
  • Comfortable working independently in a remote, part-time capacity
  • Prior experience as a receptionist, scheduler, or virtual assistant is a plus

  Our Ideal Candidate

  • Tech-savvy, with confident, hands-on experience using Microsoft Teams and Outlook
  • Excellent written and spoken English, with strong communication skills
  • Good interpersonal skills and a warm, professional client-facing manner
  • Highly organised, reliable and punctual
  • Comfortable working independently in a remote, part-time capacity
  • Prior experience as a receptionist, scheduler, or virtual assistant is a plus