Executive VA for financial planning firm

Overview

I am looking for an executive assistant to manage my financial planning practice for 10-15 hours a week. Must be available and comfortable to communicate via text and/or Zoom Monday through Friday between 9am – 5pm ET.

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

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To whom it may concern, I am very interested in the Executive VA for financial planning firm position at . I believe my skills and work experience make me an ideal candidate for this role. I look forward to speaking with you soon about this position. Thank you for your consideration. Best regards,

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