executive Virtual AssistantInside Out
Salary: Agreement
Work form: Full time
Posting Date: 30/11/2025
Deadline: 30/12/2025
** IMPORTANT ** WATCH THIS QUICK LOOM VIDEO ON HOW TO GET HIRED:C1 ENGLISH LEVEL IS REQUIRED, THE SELECTED CANDIDATE WILL BE SPEAKING STRICTLY IN ENGLISH DURING THEIR WHOLE SHIFT." PLEASE SUBMIT YOUR RESUME AND AUDIO RECORDING IN ENGLISH"Job Title : Executive Virtual AssistantJob ID : STEDEE1Industry : FinanceLocation : LATAM/PHHours : 8:00am to 5:00pm PSTPay rate : $8-9/hourTarget Start : ASAPAbout the Client:The client is the principal of a dynamic financial services firm (encompassing an insurance brokerage and financial planning) and a related real-estate investment advisory firmAbout the Role:
We are urgently hiring a highly reliable, full-time Executive Assistant / Virtual Assistant to support the principal of a financial services and real estate investment advisory firm. This critical role requires immediate coverage for 40 hours per week, managing essential operations like calendar coordination, email triage, and client onboarding. A key focus will be administering the CRM (Wealthbox preferred), executing basic bookkeeping, and documenting SOPs.Key Responsibilities
CRM Management: Serve as the primary administrator for the Customer Relationship Management system (Wealthbox experience is highly preferred).
Calendar & Email Triage: Proactively manage and coordinate a complex professional calendar and perform efficient triage and organization of email correspondence.
Task & Workflow Management: Track key projects, monitor tasks, and ensure timely completion across various business functions.
Client Onboarding: Execute and refine processes for new client onboarding, ensuring a seamless and professional experience.
Standard Operating Procedures (SOPs): Develop, document, and maintain clear Standard Operating Procedures for recurring business and administrative tasks.
Basic Bookkeeping: Assist with fundamental bookkeeping entries and financial record organization.
Domain-Specific Support: Quickly learn and handle tasks related to financial advising and real-estate investment processes.
Qualifications & Requirements
Language & Cultural Fluency: Near-perfect English fluency and strong understanding of US cultural and business norms.
Technical Proficiency: Proven experience in managing calendars, email inboxes, and task tracking systems.
CRM Expertise: Prior experience with CRM systems; Wealthbox experience is a significant advantage.
Financial/Real Estate Familiarity: Experience or a demonstrated ability to quickly grasp financial advisor workflows, insurance brokerage basics, and/or real-estate investment concepts.
Process Documentation: Experience in building, documenting, and implementing SOPs.
Bookkeeping Basics: Familiarity with basic accounting/bookkeeping principles for entry and organization.
Collaboration Tools: Comfortable using Microsoft Teams for daily communication and meetings (daily check-in required at 7:00 AM PST).
Inside Out
We are urgently hiring a highly reliable, full-time Executive Assistant / Virtual Assistant to support the principal of a financial services and real estate investment advisory firm. This critical role requires immediate coverage for 40 hours per week, managing essential operations like calendar coordination, email triage, and client onboarding. A key focus will be administering the CRM (Wealthbox preferred), executing basic bookkeeping, and documenting SOPs.Key Responsibilities
CRM Management: Serve as the primary administrator for the Customer Relationship Management system (Wealthbox experience is highly preferred).
Calendar & Email Triage: Proactively manage and coordinate a complex professional calendar and perform efficient triage and organization of email correspondence.
Task & Workflow Management: Track key projects, monitor tasks, and ensure timely completion across various business functions.
Client Onboarding: Execute and refine processes for new client onboarding, ensuring a seamless and professional experience.
Standard Operating Procedures (SOPs): Develop, document, and maintain clear Standard Operating Procedures for recurring business and administrative tasks.
Basic Bookkeeping: Assist with fundamental bookkeeping entries and financial record organization.
Domain-Specific Support: Quickly learn and handle tasks related to financial advising and real-estate investment processes.
Qualifications & Requirements
Language & Cultural Fluency: Near-perfect English fluency and strong understanding of US cultural and business norms.
Technical Proficiency: Proven experience in managing calendars, email inboxes, and task tracking systems.
CRM Expertise: Prior experience with CRM systems; Wealthbox experience is a significant advantage.
Financial/Real Estate Familiarity: Experience or a demonstrated ability to quickly grasp financial advisor workflows, insurance brokerage basics, and/or real-estate investment concepts.
Process Documentation: Experience in building, documenting, and implementing SOPs.
Bookkeeping Basics: Familiarity with basic accounting/bookkeeping principles for entry and organization.
Collaboration Tools: Comfortable using Microsoft Teams for daily communication and meetings (daily check-in required at 7:00 AM PST).
Inside Out
Other Info
Philippines
US$8.00-9.00 per hour
Permanent
Full-time
US$8.00-9.00 per hour
Permanent
Full-time
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