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Virtual Assistant Specialist - Financial Services

Remote / Online - Candidates ideally in
New York, USA
Listing for: Advisor Group
Remote/Work from Home position
Listed on 2026-01-23
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
Salary/Wage Range or Industry Benchmark: 50000 - 60000 USD Yearly USD 50000.00 60000.00 YEAR
Job Description & How to Apply Below
Position: Virtual Assistant Specialist - Financial Services Support
A financial services firm seeks a My Assistant Specialist to join their team. The candidate will be responsible for assisting with client communications, preparing for meetings, and managing administrative tasks. Ideal applicants possess a strong customer service orientation and must have 3-5 years of experience in the financial industry. This role requires proficiency in Microsoft Office applications and excellent organizational skills, offering a competitive salary range of $50,000 - $60,000 per year along with annual bonuses.
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