WFH Virtual Assistant

Burjline Builders • San Antonio, TX

1d • Remote

About The Position

At Withum Wealth Company, we do things 'The Withum Way' – a philosophy rooted in integrity, trust, and transparency. Our culture shapes how we deliver a world-class client experience, and we are looking for a dedicated professional to join our team. We are seeking a highly organised and self-motivated Virtual Assistant to provide comprehensive administrative support to our team. This is a fantastic remote opportunity, offering both full-time and part-time positions with flexible hours. The ideal candidate will be a proactive problem-solver with exceptional communication skills and meticulous attention to detail, capable of working independently to ensure our operations run smoothly.

Requirements

• Proven experience working as a Virtual Assistant, Administrative Assistant, or in a similar administrative role.
• Exceptional organisational and time-management skills with the ability to prioritise tasks effectively.
• Strong written and verbal communication skills, with a professional and courteous manner.
• High level of proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and Google Workspace.
• Familiarity with online communication and collaboration tools such as Microsoft Teams, Slack, or Zoom.
• The ability to work independently with minimal supervision and a high degree of initiative.
• A commitment to quality, accuracy, and attention to detail.

Nice To Haves

• Experience in the financial services or wealth management industry is highly desirable but not essential.

Responsibilities

• Manage and maintain executives' calendars, scheduling appointments, and coordinating meetings across multiple time zones.
• Handle email correspondence, filter communications, and respond to enquiries in a professional and timely manner.
• Prepare, edit, and format reports, presentations, and other documents with a high degree of accuracy.
• Perform data entry, maintain client relationship management (CRM) systems, and ensure all information is accurate and confidential.
• Provide general administrative support, including digital file organisation, online research, and managing expenses.
• Assist with client communications, including sending reminders and following up on action items.
• Organise and coordinate virtual events and team activities as required.
• Handle confidential information with the utmost discretion.

Benefits

• A competitive hourly wage between $20 and $30 USD.
• The choice of full-time or part-time engagement to suit your lifestyle.
• Flexible working hours that support a healthy work-life balance.
• The opportunity to work in a fully remote capacity.
• A supportive and dynamic company culture that values integrity and continuous improvement.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed