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6 Jan 2023

Part-Time Virtual Assistant

Paragon Planners – Posted by rj-ninja United States

Virtual Assistant

Job Description

Location:  AZ, FL, ID, KY, MI, MO, NC, OH, OR, SC, TN, TX, UT & WI; 100% Remote; Part-Time

We are Hiring Virtual Assistants for Financial Planners

Do you thrive working independently, being organized, getting things done, and being responsible for your performance?

Would you enjoy working in the professional world from the convenience of your home office?

This could be the job for you:

must have a minimum of 20 hours M-F during business hours available, hours will build based on client assignment

comprehensive training

ongoing support

opportunities for growth and development

Help others succeed with your success.

The Job

You will be in the driver’s seat and responsible for building strong relationships through assisting Financial Advisors.

You will support the client by handling multiple tasks and deadlines in an organized fashion with a “can-do attitude”.

Building and maintaining relationships is a key aspect of this position. Other responsibilities can include

prepare and process paperwork with accuracy

maintain high attention to detail with view of overall process

schedule appointments

communicate with clients and financial companies

drive marketing activities such as events, social media, life event programs etc.

database maintenance

Who We Are

We are a driven, energized, enthusiastic team of planners and makers, providing premier services and elevating success. Week after week, we increase connectivity with clients, expanding and deepening client bases, propelling success. And we bring heart to that hustle, because understanding and positive relationships are our number one priority.

Every goal we set, team we support, marketing service we create, expense report we process, or call we place on behalf of our clients is the result of our team working together to make each other’s ideas stronger. That happens here because every one of us strives toward a common goal creating the best customer experiences.


Provide the highest level of customer service

Develop, manage and retain strong client relationships

Prepare and process new client accounts using various internal and external systems

Prepare and process paperwork with accuracy and efficiency

Create client touchpoints throughout the year

Client meeting preparation and follow up

Respond to client requests

Arrange and coordinate virtual and in-person client events

Execute projects from start to finish, with consistent communication

Manage calendar and schedule appointments (potential extensive phone work)

Database maintenance

Possibly manage social media and website updates

Multi-task at a high-level managing:

  • Project implementation and timelines
  • Manage multiple priorities in a deadline-driven environment
  • Create and manage tracking systems for projects
  • Speed and accuracy in data entry and written communications

Preferred Qualifications

High School Diploma or equivalent

Experience: Two years experience in the financial service field, customer service relations, client services or equivalent

Skills, Abilities and Equipment

Strong written, verbal and interpersonal communication skills

Proficient computer skills. Must be able to move quickly and fluidly through multiple programs and internet browser tabs at once

Excellent organizational skills, ability to problem solve and create efficiencies, ensuring nothing falls through the cracks

Ability to prioritize work and multitask effectively and efficiently while maintaining accuracy

Sufficient patience to do repetitive work correctly and follow directions exactly

Experience in word press, media design platforms and social media platforms is a plus

Ability to respond to email and voicemails Monday-Friday

A home office which allows for a quiet and uninterrupted work environment and a protected, clean space to store materials and supplies

A dedicated phone line with a customized professional greeting

A personal computer (see requirements below)

Other Requirements

A working (PC) computer with an operating system of Windows 10 or later (MACS and TABLETS are not permitted – no iPads/Chromebooks)

4 GB memory RAM

500 GB hard drive (at least 50 GB free hard drive disk space)

2.0 GHz processor (2.60 GHz preferred)

Current anti-virus and anti-spam software. McAfee and Norton Antivirus are not compatible with our software. Recommended antivirus (premium subscriptions): Kaspersky, Bitdefender, FSecure, Sophos, Malwarebytes.

A high-speed internet connection with a minimum 25 Mbps down and 5 Mbsp upspeed

A router, Speakers/Headset, Microphone, webcam

A noise free and ergonomically compliant home office environment


Employees are covered under Workman’s Compensation, Unemployment Insurance, and earn paid sick leave. Based on hours, employees may be eligible for a monthly expense reimbursement, health, dental and vision insurance benefits and 401k matching (US residents only, please).

We do not discriminate on the basis of race, color, religion, national origin, sex, age, disability, or any other status protected by law or regulation. It is our intention that all qualified applicants are given equal opportunity and that selection decisions be based on job-related factors.

The Details

The Financial Industry mandates extensive background checks are completed before beginning training. (Can take 1-3 weeks)

Training period depends upon your learning curve. You will need to demonstrate flexibility, great organization, and a knack for multitasking to increase work hours.

Work hours typically between 8:30am4:30pm Monday-Friday. Clients available in all time zones. This is an hourly position. Starting pay: $15.00-$17.00, depending on experience.

Job Categories: Remote Virtual Assistant Jobs. Job Types: Part-Time.

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