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Part-time Virtual Assistant – Appointment Setter

About the role

• Coordinate and book client appointments via Outlook and Zoom, avoiding scheduling conflicts
• Confirm, reschedule, and follow up on appointments promptly
• Send appointment reminders and confirmations to clients
• Flag scheduling issues or conflicts to Samee proactively
• Handle client scheduling queries with prompt, professional responses
• Communicate with clients via Microsoft Teams, email, and/or phone
• Prepare agendas, links, and materials ahead of meetings
• Follow up to ensure clients are ready for meetings
• Save, organise, and file meeting recordings and notes after each session
• Keep client records clean, accurate, and up to date
• Manage onboarding administration tasks and flag missing information or outstanding items
• Track outstanding client tasks and escalate items needing Samee's attention
• Assist Samee with ad-hoc tasks as needed
• Act as Samee (Samantha Regalado, WizeGrowth & Advisory Success Specialist) with inbox and calendar access to manage meetings and communicate with clients on her behalf
• Report to Samee

• Tech-savvy, with confident, hands-on experience using Microsoft Teams and Outlook
• Excellent written and spoken English, with strong communication skills
• Good interpersonal skills and a warm, professional client-facing manner
• Highly organised, reliable and punctual
• Comfortable working independently in a remote, part-time capacity
• Prior experience as a receptionist, scheduler, or virtual assistant is a plus

• Flexible, part-time hours (averaging 1 hour/day, up to a maximum of 10 hours/week, across 5 days/week)
• 100% remote work from home
• Supportive and forward-thinking leadership team
• Opportunity to build long-term
• Meaningful, flexible work that fits around other commitments