Virtual Assistant supporting the underwriting workflow at Wealth Nation, a life insurance agency. Balancing tasks between visionary and systems - oriented leaders while ensuring timely client interactions and insurance processes.
About the role
- General Virtual Assistant supporting administrative tasks while working in a hybrid environment. Engaging with clients and ensuring smooth operations for business activities.
Responsibilities
- Store and organize documents and files.
- Data Entry: prepare lead lists or meeting minutes, transcribe audio recordings, prepare payroll information, and organize research notes.
- Research products, purchase goods & secure samples.
- Store, update & collect information for marketing and sales campaigns through a CRM system.
- Create and send statements or invoices, track payments, and record company expenses.
- Gather data on trends, industry best practices, and other publicly available information and prepare reports on the findings (e.g., for comparative analysis).
- Monitor projects, conduct internal communication & organize company data.
- Coordinate team calendars, prevent scheduling conflicts & ensure clients are on time and prepared for meetings.
- Prepare itineraries, book hotels, rental cars, etc.
- Convey information to incoming calls & make calls for appointments or conduct informational inquiries.
- Reply to emails, follow up on correspondence, organize inbox as per client preferences, and notify clients about important emails.
- Ad hoc tasks
Requirements
- At least 6 months to 1 year of experience as a Virtual Assistant
- At least 18 years of age and completed High School
- Excellent phone, email, and instant messaging communication skills
- Solid organizational & time management skills
- Tech savvy & familiar with current technologies, like desktop sharing, cloud services, and VoIP
- Experience with word-processing software and spreadsheets (e.g., MS Office)
- Knowledge of online calendars and scheduling (e.g., Google Calendar)
- Proactive attitude & willingness to be trained
Benefits
- Performance Incentives
- Job Security and Stability
- Paid Training
- Inclusive Culture
- Upskilling Opportunities
- Exceptionally Supportive Team
- Opportunities for Career Growth
- Fun Work Environment
Job title
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