virtual Administrative AssistantSWMG Philippines

Virtual Administrative AssistantOther working titles: Virtual Assistant - Operations SupportWe are seeking a highly organized and detail-oriented Virtual Administrative Assistant to support our firm's operations. This role plays a vital part in ensuring a smooth client experience by managing account-related processes, handling documentation, and maintaining accurate records.The ideal candidate has strong administrative and account management experience, excellent communication skills, and a high level of accuracy when working with forms, client data, and internal systems.Qualifications / Job Requirements
Proven administrative or operations experience, preferably in account management, financial services, or client support
Excellent written and verbal English communication skills
Strong attention to detail and ability to manage multiple tasks accurately
Has experience with CRM systems, document management, and online communication tools
Professional, reliable, and able to maintain confidentiality with sensitive information
Strong problem-solving skills and ability to work independently
Must be available to work Monday to Friday, 8 AM - 5 PM CST
Please note that a personality and assessment test is required for this role
Job Responsibilities
Support the full lifecycle of client account management, including new account setup, account maintenance, and transfer processing
Coordinate and facilitate 401(k) rollovers and account transfers with accuracy and professionalism
Complete and process all required forms and documentation promptly and correctly
Maintain thorough and organized tracking of account activities and updates
Communicate clearly and professionally with clients and internal teams to ensure all requests are handled efficiently
Execute trading or transaction instructions as directed, ensuring compliance with firm policies
Record all interactions, updates, and notes accurately in the firm's CRM system
Provide general administrative and operational support to the team as needed
For Indeed to include:Why StrittmatterStrittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth, TX. We have been in business since 2007 and specialize in retirement planning, investment management and business planning to high value clients and business owners. What makes us different is that we are an independent investment firm that offers unique investment options that many other firms do not offer including Alternative Investments, Private Real Estateportfolios and access to world class Institutional Managers.
Competitive Pay
W2 Employment (Contractor)
Opportunity for Career Advancement
Why Join UsTo learn more about us and why you should join our team, download our brochure: strittmatterwealth.com/wp-content/uploads/2024/06/WHY-SWMG-Careers-web_compressed.pdfJob Title: Virtual Assistant - Administrative and Operations SupportWe are seeking a highly organized Virtual Assistant to support our financial advisory firm with administrative and operational tasks. This includes preparing documents for daily client service meetings, processing post-meeting tasks, managing new account paperwork, and maintaining accurate CRM records. Strong attention to detail, timely task execution, and confidentiality are essential.Job Requirements
Available Monday-Friday, 8 AM - 5 PM CST
Excellent communication skills in English (native speaker or professional proficiency)
Experience in account management or administrative operations
Strong data entry accuracy and ability to follow compliance-driven processes
Experience handling CRMs preferred
Responsibilities
Prepare and organize meeting materials daily
Process post-meeting follow-up tasks promptly
Complete and properly file new account paperwork
Maintain organized and confidential recordkeeping
How to ApplyPlease share a short video introduction telling us about your experience and skills through your proposal. You can use Zoom, Stream, Teams, Loom, or any other video recording service you have. - Send toJob Posted by ApplicantPro
SWMG Philippines

Manila City, Metro Manila
US$6.00-8.00 per hour
Contract
Full-time