Virtual Assistant

Company: VirtualVocations
Location: Boca Raton
Posted on: September 15, 2023

Job Description:

A company is looking for a Virtual Assistant to provide various administrative and operational support services.
Key Responsibilities:

Database and contact management
Client meeting support
CRM management and general operations support

Required Qualifications:

2+ years of experience in the financial services or personal finance industry
Experience with financial planning software systems
Next-level administrative and organization skills
Pilot-like attention to detail and ability to follow checklists and procedures
Proficiency in Google Docs, Google Sheets, or Word

Keywords: VirtualVocations, Boca Raton , Virtual Assistant, Other , Boca Raton, Florida

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