Logo for Wisepath Group

Cata Cases VA

Role overview

Qualifications

  • At least three years of experience as a virtual assistant, data assistant, or in a similar support role.
  • Proficiency in Google Sheets and/or Excel, including filters, sorting, basic formulas, and VLOOKUP or XLOOKUP.
  • Attention to detail, organized files, reliable follow-through, and clear written English for work communications.
  • Experience protecting confidential information and following written procedures.

Responsibilities

  • Order data from approved vendors, verify order criteria, and track costs, delivery timing, and status.
  • Download scheduled datasets; clean and format Google Sheets or Excel files; flag duplicates, missing fields, and address issues.
  • Check approved websites and portals for updates and verify campaign links, landing pages, forms, and phone numbers.
  • Keep order, mailing, delivery, response, and report trackers current; reconcile totals and flag gaps.

Key facts

Hard skills

Other skills

  • Google Sheets
  • Microsoft Excel
  • Detail Oriented
  • Organizational Skills

About the company

Wisepath Group logo

Wisepath Group

Investment Advisory & Wealth Management

Many individuals across the United States have a lifetime to plan for retirement. It's essential that your retirement income is designed to last, ensuring financial assistance for potential long-term care needs and leaving a substantial legacy for the generations to come. That's why we structure financial strategies to make your retirement stress-free. Most retirement strategies only focus on accumulating as much money as possible until retirement, not accounting for inflation and how much retirees need to spend for a comfortable life with or without long-term care. We use a different approach by making sure you could potentially increase your retirement income with the some guarantees, without any more out of pocket now. Instead of having to catch up, we want you to enjoy a smooth retirement without worrying about the money. We work closely with Elder and Estate Law Firms to help them protect client assets without necessarily triggering a taxable event or causing other legal complications. Wisepath Financial Group is authorized to conduct life insurance and securities business in NC and may be licensed in other states. Financial Professionals cannot conduct life insurance or securities business in states in which they are not licensed. Registered representative and Investment Advisor Representative of and securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA, SIPC. Wisepath Financial Group is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor. This communication is not a recommendation or endorsement of any product, service, security or issuer. Third party posts do not reflect the views of Wisepath Financial Group and have not been reviewed for completeness and accuracy. For additional information, refer to the following consumer websites: FINRA.org, SIPC.org.

Company details

IndustryInvestment Advisory & Wealth Management
Company size11 - 50

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Job description

Virtual Assistant - Cata Cases Data & Reporting Support

About the opportunity

We are hiring a Virtual Assistant to support data and reporting for Cata Cases. Cata Cases runs approved targeted video-mailer campaigns reaching people affected by catastrophic motor vehicle accidents. You will keep campaign data accurate, organized, and on schedule while keeping the team informed of progress and problems.

We are looking to fill this role right away with the right person. It starts part-time, with potential to grow into full-time as workload increases. Candidates may apply from anywhere in the world, subject to an appropriate local engagement arrangement. All assigned hours must be worked during U.S. Eastern Time business hours. The exact starting schedule will be agreed before engagement. This role is for someone who enjoys spreadsheets, follows clear procedures, and checks details before work moves to the next stage. You will support execution under established processes and approvals.

What you will do

  • Order data from approved vendors and sources, verify order criteria, and track costs, delivery timing, and status.
  • Download scheduled datasets; clean and format Google Sheets or Excel files; flag duplicates, missing fields, and address issues.
  • Check approved websites and portals for updates and verify campaign links, landing pages, forms, and phone numbers.
  • Collect approved online information, follow access and privacy rules, and spot-check data before handoff.
  • Keep order, mailing, delivery, response, and report trackers current; reconcile totals and flag gaps or unusual changes.
  • Update ClickUp, send clear status reports, escalate blockers, and document recurring tasks.

What you bring

  • At least three years of experience as a virtual assistant, data assistant, or in a similar support role.
  • Proficiency in Google Sheets and/or Excel, including filters, sorting, basic formulas, and VLOOKUP or XLOOKUP.
  • Attention to detail, organized files, reliable follow-through, and clear written English for work communications.
  • Experience protecting confidential information and following written procedures.
  • Ability to learn new tools and work the agreed part-time schedule during U.S. Eastern Time business hours.
  • Ability to carry out remote duties with reliable connectivity and appropriate confidentiality safeguards, with reasonable accommodation where applicable.

Helpful experience

Law firm or legal marketing support, direct mail, mailing lists, address standardization, approved public-record workflows, data vendor coordination, ClickUp, Box or Dropbox, and approved web collection tools such as Apify or Octoparse are helpful but not required.

How to apply

Apply through this posting with your resume or a summary of relevant experience, the tools you have used, your available hours and time zone, and a three-to-five-sentence example of a data error you caught before it caused a problem. Use a de-identified example and do not include client or personal information.

Equal opportunity and accommodations

We evaluate applicants on job-related qualifications without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other status protected by applicable law. Reasonable accommodations are available during the application and selection process. Contact the recruiting team through the application channel to request assistance.

We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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