Financial Assistant

@ Virtustant

About the Financial Assistant Role

Our client, Virtustant, is a technology-driven financial services company that connects clients with a wide range of lenders and funding sources. They specialize in business lending solutions, real estate financing, and other capital-related products, using automation and AI tools to streamline processes and enhance efficiency.

Job Overview

This is a part-time remote position (approximately 20 hours per week) with the potential to grow into a full-time role as the company expands.

Responsibilities

• Act as a liaison between lenders and the internal management team.
• Prepare and submit loan documentation via email or lender portals.
• Track submissions and approvals; forward approvals to relevant team members.
• Communicate with lenders and management to obtain exceptions or additional information.
• Maintain organized records of submissions, responses, and follow-ups.
• Assist with scheduling and administrative coordination tasks.
• Support automation and systematization of submission workflows.

Required Experience and Qualifications

Candidates should have proven experience in administrative support, lending coordination, or a similar operations role, with strong written and verbal English communication skills. Proficiency with Google Workspace and familiarity with CRM systems (Go High Level or HubSpot) are essential. A keen attention to detail and the ability to manage multiple tasks simultaneously are required.

Preferred Skills

• Experience in finance, banking, or loan processing.
• Familiarity with handling financial documentation such as bank statements, P&L statements, and tax returns.
• Basic understanding of AI tools or automated workflows.
• Quick adaptability to new technology platforms.

Personality Traits

The ideal candidate is proactive, dependable, detail-oriented, and collaborative. A positive attitude, professionalism tempered with humor, and a strong sense of responsibility are essential traits for this role in a dynamic and fast-moving environment.

Software & Tools

• Google Workspace (Gmail, Drive, Docs, Sheets, Calendar)
• Go High Level (CRM)
• HubSpot (CRM)
• Wix (lead generation and data collection)

English Level and Schedule

Applicants must possess C2/Native level English skills and be flexible to work overlapping EST hours, even though the working hours are specified to align with Mountain/Pacific Time Zone business hours.

Salary and Benefits

This is a part-time remote role with a flexible schedule and the opportunity to transition into full-time as the company grows. Compensation is provided in USD or the candidate’s local currency.

Key skills/competency

Financial Services, Lending, Administration, Coordination, Documentation, CRM, Google Workspace, Remote, Automation, Communication