Virtual Executive Assistant – Client Services Coordinator

• Answer inbound phone calls professionally as the first point of contact, starting October 2026
• Make light outbound calls to existing clients only; never cold calling
• Send and respond to follow-up emails with existing clients, using Claude, ChatGPT or Copilot to help draft responses
• Manage scheduling and calendar coordination for client meetings
• Join Zoom/Teams calls briefly (5–10 minutes) to introduce clients before handing off to the advisor
• Support the weekly internal team Zoom meeting
• Set up and help run client webinars approximately every two weeks
• Handle light administrative and data-entry tasks, including keeping CRM records updated
• Communicate with the team via WhatsApp, Teams or chat for day-to-day task updates

• Minimum 3 years of relevant experience in customer service, EA, front-desk or receptionist roles
• Prior cold-calling or sales experience is a strong plus, although this role does not involve cold calling
• Comfortable using VoIP/phone systems such as OpenPhone/Quo or PhoneBurner
• Working knowledge of Zoom and Microsoft Teams
• Comfortable using AI tools such as Claude, ChatGPT and Copilot
• Clear and professional phone manner
• Financial services experience is a plus but not required
• Trustworthy, organised and detail-oriented
• Comfortable working towards increased responsibility, including client scheduling and CRM access

• 100% remote
• $50 birthday bonus
• $200 testimonial bonus
• $500 entry monthly raffle
• No tracker required