Administrative Assistant - Financial Services Industry (AVS063)

Job description:

We are seeking a proactive and highly organized Virtual Assistant to support a key teaUpgrade to see actual infomber throughout the full client journey—from intake to post-meeting follow-up—by handling all administrative communication tasks. The ideal candidate will play a critical role in freeing them from operational tasks so they can focus more on delivering value to clients and building relationships.

This role requires someone with strong critical thinking abilities, excellent communication skills, and a willingness to learn and grow. The candidate must be proactive in managing tasks and timelines, capable of spotting opportunities to improve systems, and passionate about helping people succeed. Familiarity with tools like GoHighLevel, Google Suite (especially Docs, Sheets, Gmail, and Calendar), and experience handling client communication is essential.

Tasks that will be assigned:

Prior experience as a Administrative Assistant, ideally in a financial services or client-facing environment.
Demonstrated experience managing calendars, client communications, and digital organization systems.
Previous use of GoHighLevel for CRM, workflow automations, and communication management is highly preferred.
Background supporting professionals in coaching, consulting, or financial advising fields is a plus.
Experience creating and managing Google Forms or digital intake forms.
Familiarity working with high-level professionals and managing client relationships with discretion and professionalism.

Requirements:

Tools
Computer IOS Operating System
Fiber internet
Backup generator if possible - for power outages
Backup plan for computer - laptop / desktop - Cafe nearby?

If you are interested to proceed, kindly fill out our online application form by clicking the link so we can get you in our hiring funnel: Upgrade to see actual info

Once completed, we will reach out to you for the next steps.
Thank you and we look forward to your submission.