Virtual Assistant

AlTi Tiedemann Global; Indianapolis (IN); Remote; Full time

Job summary

A leading investment and wealth advisory firm seeks a highly organized Virtual Assistant. The role involves providing remote administrative support, including email management, calendar organization, and data entry. Ideal candidates are tech-savvy, self-motivated, and passionate about seamless operations, thriving in a flexible work environment.

Benefits

Flexible Remote Work

Competitive Hourly Rate

Opportunities for Growth

Collaborative Team Environment

401(k)

Health insurance

Paid time off

Qualifications

• Proven experience as a Virtual Assistant or related role.
• Proficiency in Google Suite, Microsoft Office, and CRM software.
• Excellent communication skills with attention to detail.

Responsibilities

• Manage emails and respond to inquiries.
• Organize calendar and schedule appointments.
• Assist in social media management and marketing.

Skills

Communication

Technical Skills

Self-Motivation

Education

High school diploma or equivalent

Associate's or bachelor's degree

Tools

Google Suite

Microsoft Office

CRM software

Job description

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Company Description

Tiedemann Advisors is an owner-managed independent investment and wealth advisor with a single focus: to make sure our clients’ wealth accomplishes what matters most to them. Tiedemann provides high-net-worth individuals, families, trusts, foundations and endowments with customized, objective investment management, trust and estate, and wealth planning services. We are proactive, innovative advisors who provide access to a broad set of exceptional investment strategies globally, including impact or responsible investments, and full transparency on investment decisions, fees and performance. Serving clients since 1999, Tiedemann Advisors is headquartered in New York, with offices in San Francisco, Seattle, Portland, Dallas, Aspen, Wilmington, Palm Beach, Wilmington, and Washington, D.C. The firm provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. Together, Tiedemann oversees approximately $25 billion in assets.

Company Description

Tiedemann Advisors is an owner-managed independent investment and wealth advisor with a single focus: to make sure our clients’ wealth accomplishes what matters most to them. Tiedemann provides high-net-worth individuals, families, trusts, foundations and endowments with customized, objective investment management, trust and estate, and wealth planning services. We are proactive, innovative advisors who provide access to a broad set of exceptional investment strategies globally, including impact or responsible investments, and full transparency on investment decisions, fees and performance. Serving clients since 1999, Tiedemann Advisors is headquartered in New York, with offices in San Francisco, Seattle, Portland, Dallas, Aspen, Wilmington, Palm Beach, Wilmington, and Washington, D.C. The firm provides trust services through Tiedemann Trust Company, a state-chartered trust company located in Wilmington, Delaware. Together, Tiedemann oversees approximately $25 billion in assets.

Job Description

We're looking for highly organized and tech-savvy Virtual Assistants to provide administrative support to our team. As a Virtual Assistant, you will work remotely and perform various tasks, including email management, calendar organization, data entry, and social media management. If you're passionate about providing exceptional support and ensuring seamless operations, we'd love to hear from you!

Responsibilities

• Email Management: Manage incoming and outgoing emails, respond to routine inquiries, and forward complex issues to relevant team members.
• Calendar Organization: Schedule appointments, meetings, and events, ensuring timely reminders and notifications.
• Data Entry: Accurately enter data into our CRM system, maintain up-to-date records, and perform data-related tasks as needed.
• Social Media Management/Marketing: Assist in creating and scheduling social media content, engage with followers, and monitor analytics.
• Administrative/Recruitment Tasks: Perform various administrative tasks, including recruitment, training, document preparation, expense tracking, and reporting.
  
  

Qualifications

• Relevant Experience: Proven experience as a Virtual Assistant or in a related administrative role.
• Education: High school diploma or equivalent required; associate's or bachelor's degree preferred.
• Technical Skills: Proficiency in Google Suite, Microsoft Office, and CRM software; familiarity with social media platforms.
• Excellent Communication Skills: Strong written and verbal communication skills, with attention to detail and ability to follow instructions.
• Self-Motivation: Ability to work independently, prioritize tasks, and manage time effectively.
  
  

What We Offer

• Flexible Remote Work: Work from the comfort of your own home (or anywhere!)
• Competitive Hourly Rate: Earn $21-$29/hour, depending on experience
• Opportunities for Growth: Professional development opportunities to enhance your skills
• Collaborative Team Environment: Join a dynamic team of professionals passionate about providing exceptional support
  
  

Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Employee discount
• Health insurance
• Life insurance
• Paid time off
• Retirement plan
• Vision insurance

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Administrative

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