Virtual Assistant, Wealth Management

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January 28

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My BTLR

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B2B • B2C • Productivity

My BTLR is a virtual assistant service that provides dedicated support to help individuals and businesses manage their tasks more efficiently. With a focus on work-life balance, My BTLR connects clients with USA-based, background-checked assistants who can handle a variety of tasks—from managing schedules and emails to organizing personal matters and project management. The service aims to alleviate stress and improve productivity, allowing clients to focus on what truly matters in their lives and work.

11 - 50 employees

Founded 2016

🤝 B2B

👥 B2C

⚡ Productivity

📋 Description

• Remote position supporting a wealth management client. • Provide a wide variety of support services to clients; may delegate some or all work and act as a single point of contact for other virtual assistants when applicable. • Often serve in the role of an executive assistant, personal assistant or administrative assistant to clients. • THIS IS A PART-TIME CONTRACT POSITION AND CANDIDATES MUST RESIDE AND BE ELIGIBLE TO WORK IN THE USA. • This is an independent contractor (1099) position and compensation is based on a per client basis. • Workstation located in a room with a door to avoid distractions; babysitting services arranged if necessary.

🎯 Requirements

• Working knowledge of support functions in the wealth management, financial services, or financial planning industry. • Must be familiar with the client intake process, client communication management, and related functions. • Strong administrative and organizational skills with particular focus on: Client relationship management; Client paperwork management; Schedule and calendar management; Booking appointments; Inbound/outbound marketing; Expense tracking & paying bills; Professional verbal and written communication; Ability to multi-task; Strong work ethic; Strong working knowledge of technology using both Windows and Mac platforms. • Associates degree or some college preferred. • Minimum of one (1) year experience in an administrative and/or executive support capacity in the wealth management industry. • Required education: High school or equivalent. • Required language: English. • Required equipment: Laptop or desktop computer; High-speed internet connection; Mobile/smartphone device; Telephone connection; Tablet/iPad optional; Printer.