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Executive Assistant for Financial Advisor at Virtual Assist. Job Summary:. We are seeking a proactive and detail-oriented Executive Assistant (EA) to support a Financial Advisor with administrative, client service, marketing, and back-office tasks. This role is ideal for someone who is highly organized, tech-savvy, and enjoys working behind the scenes to ensure client satisfaction and efficient practice operations.. Key Responsibilities:. Priority Responsibilities. ● Calendar Management: Schedule client meetings, internal calls, and timely follow-ups.. ● Inbox Management: Filter, organize, and respond to routine emails with professionalism and discretion.. ● Appointment Reminders: Send confirmations and follow-ups to minimize no-shows.. ● Special Occasion Messaging: Send personalized birthday and anniversary messages to enhance retention.. ● Making Outbound Calls: Schedule follow-up meetings with clients and leads.. ● Market Outlook Summary Emails: Prepare and distribute concise market updates.. ● Report Generation: Prepare performance reports, quarterly summaries, and investment reviews.. ● Lead Tracking: Track new prospects, follow-up stages, and update lead pipeline activity.. Potential future task. ● Set Michael up on Calendly: Implement streamlined scheduling and availability management.. Core Administrative Tasks. ● CRM Updates: Maintain accurate and timely records of client interactions, contact info, and notes (Salesforce).. ● Data Entry: Input account details, manage compliance forms, and update portfolio-related data.. ● Document Preparation: Draft meeting summaries, investment proposals, and client paperwork. Client Support & Communication. ● Client Onboarding: Assist in collecting, organizing, and tracking onboarding documentation.. ● Survey Collection: Distribute and gather post-meeting feedback and satisfaction surveys. Back-Office Operations. ● Workflow Management: Track tasks, monitor deadlines, and support daily operational flow.. Qualifications & Skills:. ● Prior experience working with Financial Advisors or in financial services (preferred). ● Proficiency with CRM systems (Salesforce – FP Connect). ● Strong communication and interpersonal skills. ● Excellent attention to detail and time management. ● Familiarity with compliance documentation and financial terminology. ● Expert with scheduling tools, email platforms, and productivity software (e.g., Calendly, Outlook, Google Workspace). Company Location: Philippines.