Offer summary

Qualifications:

Proficiency in Microsoft Suite and CRM tools, Tech-savvy with quick learning abilities, Excellent verbal and written communication skills, Organized and detail-oriented.

Key responsabilities:

Manage the CRM system and daily tasks

Schedule meetings and prioritize client tasks

Job description

Please Note: This job is being posted on behalf of FourFront Wealth Management (www.fourfront.com) by Great Assistant (www.greatassistant.com). Great Assistant is a company that works with entrepreneurs to match them to assistants.

Adam Kazalski, Managing Director of FourFront Wealth Management, has provided investment and economic advice to families, professionals, executives, and entrepreneurs since 1997. FourFront Wealth Management offers comprehensive financial planning and advice with a heart, helping families and individuals achieve their financial dreams.

We are seeking a proactive and organized Virtual Assistant to join Adam Kazalskis team at FourFront Wealth Management. The ideal candidate will be aligned with the core values of integrity, excellence, and innovation. This role requires someone who can handle a variety of tasks, maintain a high level of confidentiality, and support the growth of the business.

As our Virtual Assistant, some of your responsibilities will include:

Managing the CRM system and providing daily tasks for completion
Scrubbing, cleaning, and delegating emails, ensuring only essential ones reach the client
Scheduling important meetings and tasks, prioritizing revenue-generating activities
Holding the client accountable to quarterly goals and weekly tasks
Proactively managing the clients schedule, ensuring critical tasks are prioritized
Delegating tasks to the appropriate team members and simplifying tech and communications
Running webinars smoothly and professionally
Setting up scheduling tools and ensuring correct links are integrated into invitations and/or third-party tools
Learning and adhering to compliance requirements
Taking notes using note-taking tools, allocating tasks/information to the right people, and storing them in the appropriate folders

In addition to the above, the ideal candidate must be/have:

Excellent verbal and written communication skills
Friendly, enthusiastic, and a critical thinker
Ability to make decisions and think three steps ahead
Direct and pleasant communication with internal and external contacts
Tech-savvy and quick to pick up new tools and software
Organized and detail-oriented
Proactive in managing schedules and tasks
Reliable and trustworthy
Ability to learn new software tools quickly and comfortable with technology

You must come ready to quickly learn and be trained on these tools:

Microsoft Suite
RedTail CRM
Slack
Calendly
Zoom
FMG Suites marketing tool
Outlook and its integrations/plugins

Position Details:

This is a remote 1099 contractor position
The position will be 15-20 hours per week with the possibility of growing to more hours over the next year
Hours are Monday - Friday from 8:00 AM - 12:00 PM EST with some flexibility
You must be available for weekly meetings on Mondays at 10:00 AM and Thursdays at 11:00 AM EST
Pay rate is $25/hr. USD
You must reside in the United States
You must be able to pass a background check and fingerprinting due to industry regulations
Were looking for someone to become a long-term (3+ years) team member

**Please do not contact Adam Kazalski or FourFront Wealth directly; doing so will disqualify your application.**

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