Executive Sales Assistant (U.S. Central Time)

About Me:
I’m the owner of a Financial Advisor practice looking for a reliable Virtual Assistant to help manage both business and personal administrative tasks. I value organization, communication, and consistency.

Responsibilities:
• Manage calendar, appointments, and scheduling
• Update and maintain CRM (client notes, follow-ups, data entry)
• Send and manage email follow-ups using templates
• Organize inbox and prioritize messages
• Assist with client onboarding tasks
• Conduct basic research (travel, vendors, etc.)
• Handle light personal admin tasks when needed
• Work with existing assistant to complete tasks

Requirements:
• Excellent written and spoken English
• Strong organizational skills
• Experience with CRM systems (or willingness to learn)
• Reliable internet and ability to work during US hours (CST)
• Detail-oriented and proactive

Hours & Pay:
• Starting: 8 hours/week
• Pay: $5/hour
• Opportunity to increase hours & pay over time

To Apply, please include:
• A short introduction about yourself and work experience
• Your experience with administrative/CRM work
• Your favorite productivity tool & why
• The word “EFFICIENT” at the top of your application (to confirm attention to detail)

I'm looking for someone long-term who can grow with me.