Virtual Assistant

Our client is looking for a Full-Time Virtual Assistant to provide high-level administrative and operational support directly to the CEO. Over the past few years, they have built a strong reputation in the international financial services industry, known for their expertise in wealth management, financial planning, and helping global professionals navigate complex cross-border financial matters.

This role requires a sharp, tech-savvy, and detail-oriented individual with strong organizational skills and the ability to manage multiple responsibilities simultaneously. The ideal candidate will take ownership of day-to-day administrative tasks, streamline operations through automation tools, and serve as a trusted right hand to executive leadership.

• Manage and organize the CEO’s email inbox, ensuring timely responses, prioritization, and follow-ups.
• Create, edit, and manage reports using advanced Excel functions, including data analysis and mail merge automation into Word documents.
• Work with CRM systems to maintain accurate client data, automate workflows, and improve efficiency.
• Set up and manage automation processes using Zapier for lead distribution, task tracking, and integration across platforms.
• Assist with scheduling and calendar management to optimize the CEO’s daily workflow.
• Coordinate and arrange travel logistics (2–3 trips annually), including flights, accommodations, and itineraries.
• Support with general administrative duties, document preparation, and digital organization.
• Assist in building systems, templates, or automations that streamline recurring processes.
• Handle ad hoc requests and special projects as needed with discretion and initiative.

• Proven experience as a Virtual Assistant, Executive Assistant, or similar role supporting senior leadership.
• Advanced proficiency in Microsoft Excel (formulas, data analysis, mail merge, and reporting).
• Strong understanding of CRMs (data management, workflow setup, automation).
• Experience using Zapier for automation and process optimization.
• Excellent English communication skills (written and verbal).
• Strong organizational and problem-solving abilities.
• Self-starter attitude with the ability to anticipate needs and work independently.
• High attention to detail, accuracy, and confidentiality.

• Background in financial planning, wealth management, or related services is highly preferred.
• Familiarity with lead management, distribution tools, and workflow automation.
• Strong technical aptitude, including comfort with data-driven tasks and system integrations.
• Comfortable managing executive-level correspondence and confidential information.
• Experience with report generation and Excel-to-Word automation (mail merge).
• Reliable, professional, and adaptable to changing priorities.

• Full-time
• 100% remote position.
• The client offers a competitive compensation package and the opportunity to become an integral part of a growing and successful organization.