General Admin VA with Warm Calling Tasks(Finance Industry)

We are looking for a reliable and detail-oriented General/Admin Virtual Assistant to support lead generation, client coordination, and administrative operations within the finance industry.

This role is designed to help streamline lead management efforts, allowing the advisor to focus on qualified prospects and high-value financial activities without being burdened by extensive outreach and administrative tasks.

The ideal candidate should be proactive, organized, and experienced in handling lead follow-ups, WhatsApp communication, CRM management, and general administrative support.

Key Responsibilities
?Qualify and organize leads with strong potential for conversion
?Conduct initial outreach via WhatsApp, calls, email, or other approved communication channels
?Follow up consistently with leads generated from DMA Ads and purchased warm leads
?Schedule meetings and appointments directly into the calendar
?Maintain and update the CRM system with accurate lead information and communication history
?Prepare documents, reports, and presentation materials for client meetings
?Provide ongoing customer support and follow-up communication as needed
?Assist with various ad-hoc administrative tasks to support daily operations

Required Skills & Qualifications
?Proven experience as a General/Admin VA, Executive Assistant, or similar role
?Strong communication skills, especially in calling and WhatsApp follow-ups
?Experience handling warm leads and appointment setting
?Familiarity with CRM systems and lead management processes
?Highly organized with strong attention to detail
?Ability to multitask and work independently in a fast-paced environment
?Professional and confident communication skills

Preferred Qualifications
?Experience in the finance, insurance, or sales industry
?Familiarity with lead generation and nurturing workflows
?Experience handling client coordination and calendar management
?Basic knowledge of administrative documentation and reporting

What We’re Looking For
?A proactive VA who can take initiative and manage lead follow-ups consistently
?Someone comfortable speaking with prospects through calls and messaging platforms
?Highly organized and dependable in handling sensitive client information
?A team player capable of supporting both lead generation and administrative operations
?Someone who can adapt quickly and assist with different operational needs

Nice to Have
?Experience working with financial advisors or insurance agents
?Familiarity with WhatsApp Business and communication workflows
?Experience supporting high-volume lead environments