Wealth Management Practice Looking for A Highly Trained Operations & Admin VA

POSITION:

Virtual Assistant with experience of working in a Head Office environment.

A UK based fast growing practice offering wealth management services is looking to hire a Virtual Assistant to play a key role in the back office and operations.

You will be part of well structured business, work directly with the owner and be responsible for:
-Running & managing Auto Enrollment operation
-Liaising with other services: technical & paraplanner
-Preparing & sending emails on the CRM system
-Creating SOPS and company manuals
-Offering some other admin and PA related tasks
You should have good experience in:
-Creating systems
-Handling numbers
-Using Infusionsoft
-Using remote communication and management software
-Excellent English
-Understanding of a corporate structure
-Customer relations and support
-Providing assistance to a company director
-Working with UK/USA based companies

Position available:
Now - Full time - Permanent

Benefits:
-Flexible working hours (40h/week)
-Highly competitive salary
-Good working conditions and room to grow

What do do next?
> Reply to this ad using the subject line: VA for Wealth Consultant
> Attach a CV or use dropbox to send your CV (with photo preferably)
> Take the DISC Personality Profile test (HOW) following this link and include your results in a dropbox link in your message: https://goo.gl/1ex9C6

ONLY Candidates who will follow those instructions will be shortlisted and contacted for an interview.