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Virtual Wealth Management Assistant
hace 7 días
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