Virtual Assistant

Finberty employs a scientific approach to assist financial advisors in building teams, generating leads, and engaging customers. Our methods are research-driven and specifically designed to optimize and improve the efficiency of financial advisory services. We aim to transform how advisors connect with clients and grow their practices.

Role Description

The Virtual Assistant will be responsible for managing day-to-day administrative tasks, scheduling appointments, handling communications, assisting with preparation of reports, and supporting the team with various clerical duties. Additionally, the assistant will manage social media accounts, facilitate customer interactions, and support digital marketing efforts.

Qualifications

• Proficiency in administrative tasks, scheduling, and communication skills
• Experience in managing social media accounts and digital marketing
• Strong organizational and multitasking abilities
• Proficient in using office software, such as Microsoft Office and Google Workspace
• Excellent verbal and written communication skills
• Ability to work independently and collaboratively within a team
• Experience in the financial advisory industry is a plus
• Bachelor's degree or equivalent experience