Virtual Assistant (Marketing, Content, & Operations Support)

About Us
We are a U.S.-based wealth management and financial planning firm dedicated to helping clients make confident financial decisions. We operate in a regulated industry, which means our content and communications must meet compliance standards — and we take this responsibility seriously.

We produce a wide range of educational and client-facing content: newsletters, videos, social media posts, white papers, and more. Much of this can be planned well in advance, repurposed, and improved year over year. We are looking for a smart, detail-oriented, tech-savvy Virtual Assistant to help us manage, organize, and execute this process — while also supporting our team with additional administrative tasks.

This is a long-term role. Each year, we will invite you to join us in the U.S. to meet our team in person.

What You’ll Do
-Marketing & Content Support
-Organize and maintain our entire library of past content (blogs, newsletters, videos, white papers, etc.).
-Help develop and manage a marketing calendar for social media, newsletters, and other communications.
-Repurpose and improve content from past years.
-Assist with video content: coordination, organization, and editing (experience with video editing tools a plus).
-Prepare and organize content for our weekly email newsletter.
-Support compliance requirements by ensuring content is routed and tracked properly.

AI & Technology
-Confidently use AI tools (ChatGPT, Claude, Gemini, etc.) to draft, refine, and repurpose content.
-Manage publishing through WordPress, ConvertKit, and Canva.
-Work efficiently in Microsoft Office tools (Word, Excel, PowerPoint, Outlook).
-Suggest and implement technology solutions to improve efficiency.
-General Virtual Assistant Tasks
-Bookkeeping and file organization.
-Travel planning and research projects.
-Other administrative support as needed.

What We’re Looking For
-Native-level English speaker, reader, and writer — excellent grammar and communication skills.
-Highly organized and detail-oriented.
-Strong technology skills; able to learn new tools quickly.
-Comfortable working in a regulated industry (financial services) with compliance requirements.
-Proactive problem solver — able to think on your feet and anticipate needs.
-Video editing experience strongly preferred.
-Social media experience and comfort with marketing workflows.
-Smart, hardworking, and committed to a long-term professional role.
-You must have a good place to work from with reliable internet.

Why Join Us?
-Be part of a respected, professional U.S.-based firm with a strong reputation.
-Work with a friendly, family-oriented team that values education and communication.
-Opportunity to grow and expand your skills in marketing, communications, and business operations.
-Annual trip to the U.S. to meet and collaborate with our team.
-Long-term stability for the right candidate.
-This role is ideal for someone who loves marketing, content organization, and technology — and who embraces AI as a productivity tool.

How to Apply

Please send:
-A short written introduction about yourself (in English).
-Your résumé or CV.
-Examples of your work (social media posts, newsletters, videos, or other content you’ve helped create).
-A brief example of how you’ve used AI tools (ChatGPT, Claude, Gemini, etc.) in your past work.
-Your availability and desired compensation.
-Please include a brief explanation of your working environment — your location, internet connection speed/reliability, and -whether you have a dedicated workspace.
-A 2–3 minute video introduction (upload to YouTube [unlisted], Google Drive, or Loom and share the link).
Introduce yourself and your background.
-Explain why you’re a good fit for this role.
-Share an example of a past project you’re proud of