Company OverviewA boutique financial advisory practice led by a financial advisor serving individual clients with wealth management, financial planning, and investment guidance. The firm operates in partnership with a larger financial services organisation and is preparing for continued growth over the coming months.Role OverviewThe firm is hiring a dedicated Virtual Executive Assistant / Client Services Coordinator to be the first point of contact. This person will answer inbound phone calls, support light scheduling and calendar tasks, and help keep the practice organised as it grows.Call volume is currently light, so the role will also include outbound follow-up calls and emails to existing clients, along with support for recurring virtual team meetings and client webinars.This is a long-term, relationship-based role. The goal is to have one consistent person that the practice and its clients can get to know over time, rather than a rotating phone service.Key ResponsibilitiesAnswer inbound phone calls professionally as the first point of contact, starting October 2026Make light outbound calls to existing clients only — never cold callingSend and respond to follow-up emails with existing clients, using AI tools such as Claude, ChatGPT or Copilot to help draft responsesManage scheduling and calendar coordination for client meetingsJoin Zoom/Teams calls briefly (5–10 minutes) to introduce clients before handing off to the advisorSupport the weekly internal team Zoom meetingSet up and help run client webinars approximately every two weeksHandle light administrative and data-entry tasks, including keeping CRM records updatedCommunicate with the team via WhatsApp, Teams or chat for day-to-day task updatesSkills & ToolsMinimum 3 years of relevant experience in customer service, EA, front-desk or receptionist rolesPrior cold-calling or sales experience is a strong plus, although this role does not involve cold callingComfortable using VoIP/phone systems such as OpenPhone/Quo or PhoneBurnerWorking knowledge of Zoom and Microsoft TeamsComfortable using AI tools such as Claude, ChatGPT and CopilotClear and professional phone mannerFinancial services experience is a plus but not requiredTrustworthy, organised and detail-orientedComfortable working towards increased responsibility, including client scheduling and CRM accessWhy Join Assist World?100% REMOTE$50 birthday bonus$200 testimonial bonus$500 entry monthly raffleNO TRACKER. NO PROBLEMWe may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.

Virtual Executive Assistant / Client Services Coordinator

Emma

Responsibilities

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About Assist World:

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Admin access needed