SweatWorks Looking for Entry level / Virtual Executive Assistant (Remote) at Canada Full Time

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The fully remote primary role will be to provide administrative and marketing support to advisors and other non advisor clients, including daily tasks provided by the clients. This may include resolving notifications, opening accounts, moving money, transferring accounts, and working directly with clients to complete any of these tasks.

Other tasks include calendar and email management, appointment scheduling, preparing various report and presentations, data research, posting blogs, sending newsletters, basic website updates and other marketing tasks as required.

Responsibilities:

• Daily direct communication with advisors and clients through a dedicated, toll-free number and by pro-active outreach to the advisor
• Research complex situations set client expectations, and define the actions necessary, to resolve inquiries promptly
• Communicate with internal departments to ensure client’s expectations for timely service delivery are met
• CRM management and assist the client in preparation for upcoming client meetings (i.e., paperwork, requirements, etc.)
• Provide daily recaps to clients summarizing work completed and outstanding
• General marketing experience to include newsletters and social media.

Requirements:

• Previous experience supporting Financial Advisors
• General understanding of insurance products.
• A minimum of 2 years experience in Financial Services Industry.
• Experience with CRM applications such as Salesforce and/or Redtail preferred.
• Experience with the Microsoft Office and Google Suite.
• Experience with WordPress or FMG Suite preferred.
• Experience with Mailchimp or Constant Contact preferred.
• Must possess strong analytical, organizational, and problem-solving skills.
• Ability to work an 8-hour shift between 8 am – 7 pm CT (to account for any clients on the Pacific Time Zone).
• A quiet home office environment (computer will be provided).

Preferences:

• Strong attention to detail
• Excellent oral and written communication skills
• Excellent phone communication and listening skills
• Outstanding interpersonal skills with the ability to build and foster relationships
• Ability to handle multiple projects with deadlines
• Ability to work independently
• Adept at problem solving

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