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Dedicated US Virtual Assistant

Job Description:As a Financial Virtual Assistant, you will play a crucial role in ensuring the smooth operation of our client's financial advisory services. Your responsibilities will include:1. Managing schedules and appointments2. Handling client inquiries via email and phone3. Preparing and organizing financial documents4. Assisting with data entry and record keeping5. Coordinating meetings and follow-ups6. Providing general administrative supportRequirements:1. US-based candidate with the ability to work remotely2. Proven experience as a virtual assistant or in a similar administrative role3. Strong understanding of financial services and terminology4. Excellent communication and interpersonal skills5. Proficiency in Microsoft Office Suite and financial software6. High level of organization and attention to detail7. Ability to handle sensitive information with confidentiality8. Reliable internet connection and home office setup
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Full-time, remote
DATE POSTED
July 24, 2024

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