Virtual Financial Literacy Operations Assistant

???? About the Role:

Dominion Business Enterprises is seeking a proactive, organized, and people-centered Virtual Assistant to help manage our expanding financial literacy platform. We specialize in services such as credit repair, wills & trusts, and financial empowerment—serving both clients and a growing network of agents. This role is perfect for someone who thrives in a leadership support role and enjoys engaging with others while keeping systems running smoothly.

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???? Key Responsibilities:
• Follow up with clients interested in credit repair or estate planning services
• Call, text, or email agents to encourage engagement and provide updates
• Track agent performance and onboarding steps
• Help schedule consultations, webinars, and virtual meetings
• Update and manage client and agent databases (CRM or spreadsheets)
• Assist with general admin tasks (e.g. appointment setting, email responses)
• Help coordinate training sessions and share digital resources with the team