Executive VA for financial planning firm

  • Part-Time
  • Remote
  • Ends on April 27, 2025
  • This position has been filled

Overview

I am looking for an executive assistant to manage my financial planning practice for 10-15 hours a week.

In charge of onboarding, client communication via email, all back office forms, technology, and organization.

Someone with a positive outlook who can prioritize tasks, manage a lot of detailed work, and able to learn new technology.

The right candidate must  know Excel, Word, DocuSign, grammar, be  comfortable with AI and learning on their own.

Tagged as: communication skills, financial literacy, growth mindset, team player, tech skills

Qualifications

Experience working in financial industry a plus. Positive attitude and a can- do spirit a must!

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