Full Time Virtual Assistant (VA) with Finance and Non-Profit Knowledge

Ready to embark on a journey filled with learning, growth, and meaningful impact?

Why You Want This Position:

Join our small, dynamic team dedicated to creating meaningful change. Here's why you'll love being part of our team:

Learning Opportunities: Grow your skills in event planning, executive assistance, and more.
Career Growth: As we expand, so do your opportunities for advancement.
Meaningful Work: Contribute to our mission of holistic prosperity and community empowerment.
Supportive Environment: Collaborate with like-minded individuals in a supportive atmosphere.
If you're passionate about making a difference and seeking career growth, join us!

Position: Full Time Virtual Assistant (VA) with Finance and Non-Profit Knowledge

Summary:
We are seeking a skilled Virtual Assistant (VA) with a background in finance and non-profit operations to support our organization remotely. The ideal candidate will possess excellent administrative skills, strong financial acumen, and a passion for contributing to meaningful causes. As a Virtual Assistant, you will play a crucial role in providing administrative and financial support to help us achieve our mission-driven objectives.

Responsibilities:

Administrative Support:

Manage email correspondence, calendar scheduling, and appointment coordination for organizational leadership.
Organize and maintain digital files, documents, and databases with accuracy and confidentiality.
Coordinate virtual meetings, webinars, events and conference calls, including agenda preparation and minute-taking.

Financial Assistance:

Assist in budget preparation and monitoring by gathering and organizing financial data.
Process invoices, expense reports, and reimbursements in a timely and accurate manner.
Conduct basic financial program/services analysis and reporting tasks to support decision-making processes.

Communication and Correspondence:

Draft and proofread professional correspondence, reports, research and presentations.
Liaise with external stakeholders, donors, and partners via email, phone, or virtual communication platforms.
Maintain communication channels within the organization, ensuring timely dissemination of information.

Database Management:

Update and maintain donor databases, contact lists, and other organizational records.
Generate reports and queries from databases to extract relevant information as needed.
Ensure data integrity and compliance with data protection regulations.

Event Coordination:

Assist in the planning, coordination, and execution of virtual events, fundraisers, and campaigns.
Support logistics, registration, and attendee management for virtual meetings and events.
Collaborate with teaUpgrade to see actual infombers to ensure seamless execution of event-related tasks.
Research and Analysis:

Conduct research on relevant topics, trends, and best practices in finance and non-profit management.
Compile and summarize research findings into actionable insights for organizational decision-making.

Qualifications:

Proven experience as a virtual assistant or administrative assistant, preferably in a finance or non-profit setting.
Strong organizational skills with attention to detail and the ability to multitask effectively.
Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint), virtual communication tools (e.g., Zoom, Microsoft Teams), and cloud-based productivity platforms (e.g., Google Workspace).
Basic understanding of financial concepts, budgeting principles, and accounting practices.
Excellent written and verbal communication skills, with a professional and courteous demeanor.
Ability to work independently with minimal supervision and collaborate effectively in a remote team environment.
Commitment to confidentiality, integrity, and ethical conduct in handling sensitive information.

Join our virtual team and contribute your skills to support our mission of making a positive impact on the community! If you are a proactive and organized individual with a passion for finance and non-profit work, we invite you to apply for this exciting opportunity.

Please include your updated CV/Portfolio and say WISE to indicate you read throughout the job description. Thanks!

About Our Company

Wise Foundation and M&M Wealth are newly established organizations committed to holistic prosperity. At Wise Foundation, our mission is to empower underserved communities and address diverse needs, emphasizing community empowerment and holistic well-being. Meanwhile, M&M Wealth assists individuals and small to medium-sized businesses in achieving diversified wealth through spiritual, physical, emotional, and financial guidance.

Collaborating closely, both organizations work together to serve the community, ensuring prosperity for all. As a newly established company, we are seeking assistance in organizing events and programs that align with our mission. Our focus on community empowerment and holistic prosperity offers opportunities for career growth with a meaningful cause.

If you are passionate about making a difference and seeking a role that combines event planning and executive assistance, we invite you to join our team. Together, we can create positive change and make a lasting impact on the community