About the role
Job Title: Virtual Assistant (Remote)
Company: Withum Wealth Company
Location: Remote (Based in San Antonio, Texas, United States)
Employment Type: Full-time or Part-time with Flexible Hours
Compensation: $20 - $30 USD per hour
Job Overview
At Withum Wealth Company, we do things 'The Withum Way' – a philosophy rooted in integrity, trust, and transparency. Our culture shapes how we deliver a world-class client experience, and we are looking for a dedicated professional to join our team. We are seeking a highly organised and self-motivated Virtual Assistant to provide comprehensive administrative support to our team. This is a fantastic remote opportunity, offering both full-time and part-time positions with flexible hours. The ideal candidate will be a proactive problem-solver with exceptional communication skills and meticulous attention to detail, capable of working independently to ensure our operations run smoothly.
Responsibilities
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Manage and maintain executives' calendars, scheduling appointments, and coordinating meetings across multiple time zones.
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Handle email correspondence, filter communications, and respond to enquiries in a professional and timely manner.
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Prepare, edit, and format reports, presentations, and other documents with a high degree of accuracy.
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Perform data entry, maintain client relationship management (CRM) systems, and ensure all information is accurate and confidential.
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Provide general administrative support, including digital file organisation, online research, and managing expenses.
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Assist with client communications, including sending reminders and following up on action items.
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Organise and coordinate virtual events and team activities as required.
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Handle confidential information with the utmost discretion.
Qualifications
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Proven experience working as a Virtual Assistant, Administrative Assistant, or in a similar administrative role.
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Exceptional organisational and time-management skills with the ability to prioritise tasks effectively.
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Strong written and verbal communication skills, with a professional and courteous manner.
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High level of proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and Google Workspace.
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Familiarity with online communication and collaboration tools such as Microsoft Teams, Slack, or Zoom.
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The ability to work independently with minimal supervision and a high degree of initiative.
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A commitment to quality, accuracy, and attention to detail.
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Experience in the financial services or wealth management industry is highly desirable but not essential.
What We Offer
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A competitive hourly wage between $20 and $30 USD.
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The choice of full-time or part-time engagement to suit your lifestyle.
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Flexible working hours that support a healthy work-life balance.
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The opportunity to work in a fully remote capacity.
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A supportive and dynamic company culture that values integrity and continuous improvement.
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