This is a remote position.

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)