Virtual Assistant for Wealth Management (Part-time)
My BTLRUnited States
Posted January 28, 2025
Contract / Temporary
About the Company
My BTLR offers on‑demand virtual and personal assistants that adapt to the dynamic schedules of busy professionals. With flexible packages, clients—from executives and entrepreneurs to real estate agents, financial advisors, and bloggers—can scale support as their needs change. The company positions itself as a modern‑day butler, providing a seamless blend of administrative, executive, and real‑estate assistance that frees clients to focus on core priorities. By combining personalized service with technology‑driven efficiency, My BTLR differentiates itself as a convenient, cost‑effective partner for time‑constrained businesses and individuals.
Job Description
We are looking for a qualified virtual assistant to support a wealth management client. The virtual assistant may delegate some or all of his/her work, acting as a single point of contact for other virtual assistants when applicable.
Requirements
- Working knowledge of support functions in the wealth management, financial services, or financial planning industry
- Client relationship management
- Client paperwork management
- Schedule and calendar management
- Booking appointments
- Inbound/outbound marketing
- Expense tracking & paying bills
- Professional verbal and written communication
- Ability to multi-task
- Strong work ethic
- Strong working knowledge of technology using both Windows and Mac platforms