Executive Virtual Assistant | Data Entry and Scheduling

SWMG Philippines•Colorado Springs, CO
•$5 - $7•Remote

About The Position

Strittmatter Wealth Management Group is seeking a highly organized, detail-oriented Executive Virtual Assistant to support its Scheduling and Appointment Setting Manager. The role focuses on data entry, appointment scheduling, and administrative support, ensuring information is accurately maintained and appointments are properly documented and coordinated. The position supports scheduling and appointment-setting operations at a boutique Registered Investment Advisor specializing in retirement planning, investment management, and business planning. It is a remote role with business-hour availability required Monday through Friday, 8 AM–5 PM Central Time. Compensation is $5–$7 USD per hour, with PTO and paid holidays. The candidate must be willing to work as an Independent Contractor.

Requirements

  • At least 3 years of experience in virtual assistance, data entry, administrative support, scheduling, or a related role.
  • Excellent written and verbal English communication skills.
  • Strong attention to detail and accuracy when entering and managing information.
  • Good organizational skills and the ability to manage repetitive tasks consistently.
  • Proficiency in Microsoft Office, Google Workspace, and online scheduling tools.
  • Ability to follow established processes.
  • Reliable internet connection and a suitable remote work environment.
  • Must be available Monday through Friday, 8 AM–5 PM Central Time.
  • Willingness to work as an Independent Contractor.

Nice To Haves

  • Experience with CRM systems, GoHighLevel, appointment scheduling platforms, or calendar management tools.

Responsibilities

  • Enter and update prospect information, contact details, and appointment records in the firm's systems.
  • Input and organize information for appointment scheduling and calendar management.
  • Maintain accurate records of scheduled appointments, confirmations, and follow-up activities.
  • Assist with scheduling, rescheduling, confirmations, and reminders as directed by the Scheduling and Appointment Setting Manager.
  • Review information for accuracy and completeness and correct discrepancies when necessary.
  • Perform administrative tasks related to appointment setting, data entry, and scheduling operations.
  • Communicate professionally with internal team members to ensure scheduling information is accurate and up to date.

Benefits

  • PTO
  • Paid holidays
  • Remote work opportunity
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