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Virtual Wealth Management Assistant

hace 7 días


Bogotá, Bogotá D.E., Colombia Bruntwork A tiempo completo

Role Summary

The Virtual Wealth Management Assistant will play a crucial role in supporting the firm's financial services operations. This position requires administrative expertise, bookkeeping knowledge, and excellent communication skills.

Key Responsibilities:

  • Managing client communications and scheduling meetings
  • Facilitating tax return processing workflow and maintaining tax status spreadsheet
  • Uploading/downloading client data and ensuring confidentiality

Requirements:

  • Demonstrated proficiency in Google Workspace and CRM software
  • Solid foundation in bookkeeping practices and exceptional organizational skills
  • Unwavering commitment to maintaining confidentiality and discretion