Executive Assistant
3 days ago
Virtual Rockstar is an industry-leading company based in Arizona that specializes in offloading administrative tasks from healthcare clinics to streamline operations. We hire specifically in the Philippines, aiming to build and strengthen families in the region through meaningful employment opportunities. We are committed to hiring individuals who not only meet our job requirements but also align with our core values and long-term vision.
This is a remote position.
Virtual Rockstar is seeking a highly skilled and proactive Executive Assistant to support our client's financial team. The ideal candidate will excel in managing client interactions, organizing schedules, and maintaining efficient operations to ensure the success of our client's financial group. Proficiency with Outlook, Excel, Microsoft Office, and Zoom is preferred.
Our client is a leading financial group dedicated to helping individuals achieve financial security for retirement. They prioritize putting our clients' needs first and acting in their best interest. They are committed to making a positive impact on as many lives as possible through their expertise and personalized service.
Responsibilities:
Client Onboarding: Manage new clients from their initial meeting through the completion of their onboarding process.
Client Management: Utilize Excel to maintain client records, track interactions, and manage follow-ups.
Calendar & Appointment Management: Oversee client calendars, schedule appointments, and organize annual review meetings.
Agent Support: Assist in the onboarding of new agents, ensuring they have the tools and resources needed to start effectively.
Communication Management: Handle email correspondence, manage communications, and coordinate tasks and projects.
Research & Information Gathering: Conduct research and gather necessary information to support the financial team.
Task Coordination: Oversee task and project management to ensure timely completion of deliverables.
Document Preparation: Assist with time management, document preparation, and handling to support the team's operations.
SOP Development: Create and refine Standard Operating Procedures (SOPs) and training tools for improved efficiency.
Proven experience as an executive assistant or similar role.
Proficiency with Outlook, Microsoft Office Suite, and Zoom.
Strong organizational and multitasking skills.
Excellent written and verbal communication abilities.
Ability to work independently and maintain confidentiality.
Detail-oriented with a proactive approach to problem-solving.
Previous experience in a financial or client-focused environment is a plus.
Competitive salary commensurate with experience.
Opportunities for professional development and growth.
Work in a dynamic and supportive team environment.
Make a meaningful impact by helping to build and strengthen families in the Philippines.
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