Virtual Assistant Financial
@

Hybrid
$22,880
Hybrid
Contractor
Posted 4 days ago

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XXXXXXXXX XXXXXXXXXXXXX XXXXXXXXXX****** @belay.com
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Job Details

About the Role

The Virtual Assistant Financial role is a remote, contract opportunity designed for professionals with a financial background. You will join the BELAY contractor network to support financial executives and businesses in various industries such as investment, financial planning, wealth management, and private equity.

Key Responsibilities

  • Provide financial industry support for executives and businesses.
  • Manage calendars, emails, and client correspondence.
  • Create presentations, reports, and spreadsheets.
  • Oversee social media and CRM administration.
  • Coordinate travel accommodations and events.
  • Assist with projects and workflow optimization.

Perks of Contracting with BELAY

  • 100% remote work with flexible scheduling.
  • Access to a pre-vetted client base and exclusive job board.
  • Monthly invoicing and payment handling.
  • Contractor benefits including health and financial service options.
  • Free resources such as templates, webinars, and upskilling opportunities.
  • Dedicated support through a success consultant.

Our Approach to Innovation

At BELAY, human-driven solutions meet AI-enabled efficiencies. You are encouraged to use ethical AI tools to increase productivity while maintaining high personal standards.

Key Skills/Competency

  • Financial Acumen
  • Calendar Management
  • Email Management
  • Presentation Preparation
  • Social Media Management
  • CRM Administration
  • Travel Coordination
  • Event Planning
  • Project Assistance
  • Tech Savvy
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How to Get Hired at

🎯 Tips for Getting Hired

  • Customize your resume: Emphasize financial and admin expertise.
  • Highlight remote skills: Showcase your home office setup and reliability.
  • Research BELAY: Understand their network and client base.
  • Prepare real examples: Demonstrate problem-solving in financial roles.

📝 Interview Preparation Advice

Technical Preparation

Review CRM software and financial tools.
Practice using Microsoft Office Suite effectively.
Set up a reliable high-speed internet connection.
Ensure home office meets contract specs.

Behavioral Questions

Describe handling shifting priorities remotely.
Explain managing multiple admin tasks concurrently.
Discuss experience with financial decision support.
Share an example of proactive problem solving.

Frequently Asked Questions