BELAY - Virtual Assistant (Financial Background)

US National (Not hiring in CA, CO, MT, NJ, NY, PA)

Job Description

Want to enjoy the flexibility of working part-time from home with the leading virtual assistant provider in the United States? Look no further; you just found the career you never thought existed! You can have a meaningful career working from home part-time while being present and available for loved ones, too. And it starts with BELAY. BELAY is a top-ranked virtual solutions company looking for highly motivated virtual assistants with a passion for serving others. Does that sound like you? Then join us!

PAY RANGE

Job Type: 1099 Contractor

Pay Range: starts at $19 - $22 per hour (based on experience and skill set)

Are you a virtual assistant with a financial background? This could be the flexible, remote opportunity you've been waiting for! Join the BELAY contractor network, the leading virtual solutions provider, and gain access to exciting client opportunities in various industries, including financial advisory, financial planning, wealth management, and more.

Why BELAY?

BELAY is consistently ranked as one of the best places to work and has received accolades such as:

• Entrepreneur Magazine's #1 'Best Culture for Small-Sized Companies.'

• Inc. Magazine's recognition as one of the Fastest Growing Companies in the U.S.'

• Atlanta Business Chronicle's Best Places to Work' Award.

Perks of Contracting with BELAY

• 100% Remote Work: Enjoy the freedom to work from home while managing your schedule.

• Access to a Pre-Vetted Client Base: Choose from opportunities in consulting, finance, wealth management, real estate, and more.

• Monthly Payments: Invoicing and payment collection are handled on your behalf.

• Contractor Benefits: Gain access to health and financial service options via our contractor benefits partner.

• Free Resources: Join a community of like-minded professionals and access free templates, webinars, and upskilling opportunities.

• Dedicated Support: Each engagement includes a Success Consultant to help you navigate client relationships.

Key Responsibilities

• Wealth Management Support Incorporate Key support for execs/industries in financial planning, wealth advisory/management, private equity.

• Calendar and Email Management: Oversee executive scheduling, correspondence, and task prioritization.

• Presentation Preparation: Create polished presentations, reports, and spreadsheets.

• Social Media Management: Curate and manage professional online presence.

• CRM Administration: Update and maintain CRMs such as RedTail, Wealthbox, Salesforce, and other systems as needed.

• Travel Coordination: Book travel accommodations, including flights, hotels, and transportation.

• Event Planning: Coordinate meetings, conferences, and personal engagements.

• Project Assistance: Support ongoing projects and help streamline workflows.

Key Skills and Attributes

• Financial Acumen: Prior experience in wealth management and familiarity with financial industry-specific tools, such as RedTail CRM, is a plus.

• Detail-oriented: Precision in managing multiple tasks while adhering to deadlines.

• Self-motivated: Proactive approach to identifying and solving problems.

• Tech-Savvy: Comfortable with the latest tools and technologies, including Microsoft Office Suite.

• Communication Skills: Ability to communicate professionally and efficiently with clients.

• Adaptability: Able to manage shifting priorities in a dynamic, remote work environment.

Requirements

• Financial Expertise: Must have experience in wealth management, financial planning, private equity, or a related financial field.

• Professional Experience: At least 1 year of administrative experience is required, with a preference for candidates with 3 years of experience.

• Tech Requirements: A reliable internet connection and a home office equipped with a PC or Mac, webcam, and updated software (Word, Excel, Outlook, etc.).

• Available During Business Hours: You must be available Monday through Friday during regular business hours and able to dedicate at least 15 hours per week.

• Fingerprinting, Background Check, NDA: may be required before contracting.

Our Approach to Innovation

At BELAY, we embrace technology to help you work smarter, not harder. From your application to your day-to-day responsibilities, we encourage the ethical use of Artificial Intelligence (AI) tools to increase productivity without losing sight of what makes us unique: human-driven solutions. BELAY is where human-driven solutions meet AI-enabled efficiencies.

We believe in leading the industry with technology, and as part of that, we encourage you to integrate AI tools into your application. If you are hired, we'll support your continued use of AI tools, ensuring you stay ahead of industry trends while maintaining the highest standards of ethical practice.

At BELAY, we embrace technology to help you work smarter, not harder. From your application to your day-to-day responsibilities, we encourage the ethical use of Artificial Intelligence (AI) tools to increase productivity without losing sight of what makes us unique: human-driven solutions. BELAY is where human-driven solutions meet AI-enabled efficiencies.

Note: This role is open to applicants in all states except California, Montana, New Jersey, New York, and Pennsylvania. You apply as a 1099 contractor, and BELAY does not guarantee a specific number of hours or client assignments. By joining our network, you'll gain access to our exclusive job board where you can apply for positions that best match your skill set.

Ready to take the next step in your virtual assistant career? Apply today and start a rewarding partnership with BELAY where remote work meets career fulfillment!