Virtual Assistant – Financial Services

Virtustant; South Africa; Remote; ZAR 240,000 - 360,000; Full time

Job summary

Virtustant in South Africa is seeking an Administrative and Operational Support Specialist to provide essential support to a financial services team. You will manage schedules, assist with client accounts, and help maintain daily operations while delivering excellent service to clients.

This full-time remote role requires strong organizational and communication skills, proficiency with Outlook and Excel, and the ability to handle confidential information across multiple accounts.

Qualifications

• Experience in banking, wealth management or financial services.
• Proficient with Outlook and Excel.
• Strong organization and customer service skills.

Responsibilities

• Manage Bob’s calendar, schedule appointments, and communicate with clients and prospects.
• Assist with the administration and servicing of eight 401(k) plans.
• Provide customer service and follow up on client requests.
• Assist with new account openings, transfers, and account maintenance.
• Support Carolina with billing and quarterly meetings.
• Prepare meeting agendas, track pending tasks, and coordinate team activities.

Skills

Banking experience

Wealth management

Financial services

Tools

Microsoft Outlook

Microsoft Excel

Job description

Job Title: Administrative and Operational Support Specialist

About The Company

Our client provides financial services and wealth management.

Job Description

You will provide administrative and operational support to a team in the financial services industry. This role requires managing schedules, assisting with client accounts, and supporting team members. You will handle multiple responsibilities and ensure excellent client service.

Responsibilities Of The Role

• Manage Bob’s calendar, schedule appointments, and communicate with clients and prospects.
• Assist with the administration and servicing of eight 401(k) plans.
• Provide customer service and follow up on client requests.
• Assist with new account openings, transfers, and account maintenance.
• Support Carolina with billing and quarterly meetings.
• Prepare meeting agendas, track pending tasks, and coordinate team activities.

Required Experience And Qualifications

• Previous experience in banking, wealth management, or financial services.
• Basic knowledge of investment accounts, IRAs, and 401(k) plans.
• Strong organizational, communication, and customer service skills.
• Proficiency in Microsoft Outlook and Excel.
• Ability to multitask, work independently, and handle confidential financial information.

Personality

• You have financial industry experience.
• You can support both Bob and Carolina.
• You can manage multiple responsibilities.
• You provide excellent client service.

Software & Tools

• Microsoft Outlook
• Microsoft Excel

Schedule

Full-time

Salary And Benefits

• Payment in USD or Local Currency according to candidate's preference.
• Full-time remote opportunity.