Executive Assistant
hace 4 semanas
Do you desire to work remotely for United States, Canadien, and UK-based companies?We are looking for English Speaking Mexico-based Remote Virtual Assistants to work in various roles across North America and Europe.Tele-Help is Mexico & Las Vegas-based business process organization (BPO); we focus on providing skilled staff to our partners in the United States and Europe. The Founder recognized an unmet need for remote Spanish-speaking employees in the U.S and the underutilized parallelism between Mexico and the U.S. Leveraging the understanding of the U.S, standard time zones, and similarity in work ethic, Tele-Help delivers the people and skills U.S companies require.**The Role**:Executive AssistantA successful wealth management practice in Hermosa Beach seeks a team player interested in a long-term opportunity to grow and advance within the financial services industry. You must be detail and service-oriented, able to prioritize and manage multiple projects and work in a fast-paced environment.- Strong communication skills, both written and verbal- Ability to remain cool and calm under pressure- Quick uptake of new technology- Enjoys working with the public, providing excellent client service- Independent and self-motivated, ability to work effectively in an environment with mínimal supervision- Problem solver, ability to look ahead and anticipate the next steps necessary to complete the task fully- Enthusiastic- Flexible, collaborative, and resourceful- High energy- Excellent organizational skills and great attention to detail- Professionalism, confidentiality, and integrity**Work responsibilities will include but are not limited to the following**:- Client Service- Manage incoming calls- Schedule client appointments- Handle client service issues as they arise.- Handle client meeting follow-up tasks as delegated.- Manage new client onboarding process, account opening, and account maintenance.**Operations**- Inventory and order office supplies- Schedule podcast recordings on the advisor’s calendar as well as follow up with podcast guests- Manage office technology- Manage industry compliance requirements.- Manage Veteran networking group: scheduling monthly meetings, in-person events, and sending out timely reminders. Marketing.- Maintain and updated website and social media profiles.- Have experience working with Canva for content creation/graphic design and Sendible (or other types of social media scheduling software)- Manage client recognition cards and gifts.- Help plan and implement client events.- Be on the lookout for opportunities to go above and beyond for client appreciation and retention.**This is not a sales position.****Industry experience is a plus but not a requirement.****A positive, upbeat, can-do attitude is a must.****Please submit a cover letter and resume in Word or PDF format.**Resumes will only be accepted with a cover letter that states why you would be a good fit for this position. Please also describe your three most defining characteristics or attributes. This exercise is meant to display your written communication and ability to follow directions and help us get to know you. Note that you must follow these instructions, or your resume will be rejected. Thank you We look forward to your submission.Pay: $15,000.00 - $18,000.00 per month**Education**:- Bachelor's (preferred)**Experience**:- Financial Services: 2 years (required)**Language**:- Advance English (required)Work Location: Remote
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