Virtual Assistant
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Job Description
Virtual Assistant supporting ProsperiFi LLC's wealth management operations by managing email, calendar, and client communications. Assisting with content coordination and organizational tasks in a dynamic environment.
Responsibilities:
- Managing email inbox and keeping priorities organized
- Handling calendar management and scheduling
- Coordinating travel arrangements
- Managing client requests, leads, contacts, and networking follow up
- Running scheduled reports in compliance systems
- Managing LinkedIn connections and routine follow up
- Supporting content coordination and cross posting
- Scheduling social media posts and monitoring comments and messages
- Generating and sending client progress reports
- Supporting client event coordination
- Updating the company website
- Researching and summarizing reports
Requirements:
- Highly structured and organized
- Strong follow through and follow up
- Assertive, clear and confident communication skills
- Patient and calm under pressure
- Flexible and able to adapt to shifting needs
- Impact driven with a focus on meaningful results
- Comfortable working in a fast paced environment
- Able to help prioritize work and keep progress consistent
- A good sense of humor and family oriented
- You must be tech savvy and quick to pick up new tools and software
- Experience with Google Workspace, WealthBox, WordPress, DocuSign, AI tools such as ChatGPT and Perplexity, Adobe is a plus!
Benefits:
- A 401(k) with a 50 percent match on the first 3 percent is available once transitioned to W2
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