Virtual Assistant Support the lead financial planner with repeatable client onboarding tasks for a growing US/Canadian wealth management firm. Complete and submit client account applications for both the Canadian and US entities, following each entity's separate process. Prepare and route Investment Policy Statements (IPS) and other client documents for signature. Identify which entity (Canadian or US) each client is working with and apply the correct process accordingly. Maintain and update client records in the CRM, keeping all information accurate and current. Organize, file, and retrieve client documents in Box.com. Follow established step-by-step checklists and SOPs, checking off tasks to ensure nothing is missed. Handle sensitive and confidential client financial information with discretion. Use AI tools to support daily workflows and efficiency. Provide overflow support on marketing tasks as needed.
Must Haves:
This role is only open to Filipinos permanently residing in the Philippines. Strong CRM experience, including data entry and record management. Exceptional attention to detail and accuracy, especially with forms and applications. Ability to follow documented processes independently and consistently. Experience with cloud document management (Box.com preferred). Comfortable using AI tools in day-to-day work. Strong written English and organizational skills.
Nice to Haves:
Background in financial services, wealth management, or financial planning administration. Familiarity with Canadian and/or US investment account applications or IPS documentation. HR onboarding or application processing experience (potential future expansion of role). Marketing support experience: blog review/QA, social media posting, email marketing. Experience with background check or onboarding coordination workflows.
Home Office Requirements:
Please only apply for this role if you have the following home office requirements: Perfectly working headset and webcam. Stable internet connection of at least 25 Mbps ~ 50 Mbps. Up to date computer system with a minimum of Windows 10 or later and macOS Monterey (12.0) or later. Quiet room with no distractions or background noises. A backup plan if the power goes out or if your internet connection becomes unstable during your shift.
