Job Description

:Skilled and organised Virtual Assistant needed to support two financial planning professionals, a husband and wife team, who work from home and have a client base of approximately 180 individuals. This is a part-time, independent contracting role and will require approximately 2-4 flexible hours of work per day. This is a remote role, however, candidates must be based in Cape Town as there will be occasional meetings (Northern Suburbs, once a week or once biweekly). The role will primarily involve assisting with administrative tasks, data capturing, CRM updates, and managing personal portfolios. Candidates with experience in personal financial services are strongly preferred.Responsibilities:

• Provide administrative support to both professionals by managing schedules and coordinating meetings.

• Update and maintain client records in the CRM system.

• Data capturing and updating personal portfolios, ensuring all client information is up-to-date and accurately recorded.

• Manage and update life insurance and investment portfolios for clients.

• Assist with regular tracking and reporting on investment performance and life insurance policies.

• Ensure that client information is well-organised and accessible at all times.

• Provide remote support during client meetings as needed (with occasional Cape Town-based meetings).

• Provide administrative assistance with client queries or follow-ups, ensuring excellent client service and communication.

Requirements

• Strong background in financial services, life insurance and/or investment management (candidates with experience in personal financial services are strongly preferred).

• Proficient in CRM software and data capturing techniques.
• Excellent organisational skills and the ability to manage multiple tasks efficiently.

• Exceptional attention to detail and accuracy.

• Strong communication skills and the ability to work independently.

• Ability to work remotely with minimal supervision and manage time effectively.

• Prior experience supporting professionals in the financial or holistic planning industry is preferred.

BenefitsThis is a part-time, independent contracting role and will require approximately 2-4 flexible hours of work per day. This is a remote role, however, candidates must be based in Cape Town as there will be occasional meetings (once a week or once biweekly).

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