Virtual Assistant

Our client is looking for a Full-Time Virtual Assistant to provide high-level administrative and operational support directly to the CEO. Over the past few years, they have built a strong reputation in the international financial services industry, known for their expertise in wealth management, financial planning, and helping global professionals navigate complex cross-border financial matters. This role requires a sharp, tech-savvy, and detail-oriented individual with strong organizational skills and the ability to manage multiple responsibilities simultaneously. The ideal candidate will take ownership of day-to-day administrative tasks, streamline operations through automation tools, and serve as a trusted right hand to executive leadership. Responsibilities Manage and organize the CEO’s email inbox, ensuring timely responses, prioritization, and follow-ups. Create, edit, and manage reports using advanced Excel functions, including data analysis and mail merge automation into Word documents. Work with CRM systems to maintain accurate client data, automate workflows, and improve efficiency. Set up and manage automation processes using Zapier for lead distribution, task tracking, and integration across platforms. Assist with scheduling and calendar management to optimize the CEO’s daily workflow. Coordinate and arrange travel logistics (2–3 trips annually), including flights, accommodations, and itineraries. Support with general administrative duties, document preparation, and digital organization. Assist in building systems, templates, or automations that streamline recurring processes. Handle ad hoc requests and special projects as needed with discretion and initiative. Requirements Requirements Proven experience as a Virtual Assistant, Executive Assistant, or similar role supporting senior leadership. Advanced proficiency in Microsoft Excel (formulas, data analysis, mail merge, and reporting). Strong understanding of CRMs (data management, workflow setup, automation). Experience using Zapier for automation and process optimization. Excellent English communication skills (written and verbal). Strong organizational and problem-solving abilities. Self-starter attitude with the ability to anticipate needs and work independently. High attention to detail, accuracy, and confidentiality. Qualifications Background in financial planning, wealth management, or related services is highly preferred. Familiarity with lead management, distribution tools, and workflow automation. Strong technical aptitude, including comfort with data-driven tasks and system integrations. Comfortable managing executive-level correspondence and confidential information. Experience with report generation and Excel-to-Word automation (mail merge). Reliable, professional, and adaptable to changing priorities. Benefits Full-time 100% remote position. The client offers a competitive compensation package and the opportunity to become an integral part of a growing and successful organization. CET working hours (10 am -6 pm)