Virtual Support Specialist provides administrative support to Financial Advisors. Account establishment, account maintenance, transferring accounts, moving money, client reporting, market submissions. resolve advisor escalations. We are seeking a dedicated and detail-oriented Virtual Support Specialist to provide high-quality, administrative and operational support to financial advisors. In this role, you will play a critical part in facilitating daily tasks, ensuring efficiency, and helping financial advisors deliver superior results to their clients. The ideal candidate will possess strong communication, organizational, and problem-solving skills, as well as familiarity with financial services operations and tools. Key Responsibilities: Administrative Assistance: Manage calendars, schedule appointments, and coordinate meetings for financial advisors. Handle travel arrangements, expense reporting, and other administrative tasks. Client Relationship Management (CRM): Update and maintain CRM systems with client data, notes, and meeting outcomes. Track client communications to ensure timely follow-ups and relationship building. Document Preparation & Management: Prepare client-facing documents, presentations, and reports using tools like Excel, Word, and PowerPoint. Monitor and file sensitive documents securely to ensure compliance with industry regulations. Client Communication Support: Assist with drafting correspondence, newsletters, and client outreach materials. Schedule and support client review meetings, ensuring all necessary data and resources are available. Operational Support: Process new client onboarding paperwork and ensure compliance with industry standards. Monitor account activity and flag action items for financial advisors. Technology & Tools Assistance: Use and support technology platforms frequently utilized by financial advisors, such as CRM systems, financial planning software, and video conferencing tools. Troubleshoot minor technical issues and liaise with IT personnel as needed. Compliance and Documentation: Ensure all communication and documentation aligns with regulatory requirements within the financial services industry. Maintain privacy and confidentiality standards when handling sensitive client information. Continuous Improvement: Proactively identify process improvement opportunities to optimize workflows and enhance productivity. Stay up to date on industry trends and best practices related to supporting financial advisors.
Qualifications: Education & Experience: Associate’s or Bachelor’s degree in Business, Finance, or a related field (preferred). 3+ years of experience in administrative, operational, or client support roles, ideally within the financial services industry. Skills & Competencies: Strong written and verbal communication skills. Proficiency with Microsoft Office Suite (Excel, Word, Outlook, PowerPoint) and familiarity with financial software tools (e.g., Salesforce, Redtail, or Orion). Exceptional organizational skills with a keen eye for detail and accuracy. Ability to manage time effectively while balancing multiple priorities. Technical Aptitude: Comfortable learning and navigating industry-specific platforms and technology. Other Attributes: Customer-focused mindset with a detail oriented attitude. High degree of integrity, confidentiality, and discretion. Self-motivated with the ability to work independently in a remote environment. Work Environment & Benefits: Work remotely from the comfort of your home, with flexible working hours to accommodate both personal and detail oriented commitments (Source: US Demand for Skilled Talent.pdf). Competitive pay and benefits including healthcare, retirement programs, and technology stipends. detail oriented development opportunities to help grow your expertise in financial services support.