虚拟执行助理
Virtual Executive Assistant
公司简介
一家独立的财务规划和财富管理机构，依托Ameriprise经纪交易商平台运营，专注于投资组合构建与管理。Adam Novak 是该公司的独立顾问——他主持投资策略委员会，维护自己的客户群，同时也协助合伙人Garrett处理一些大型客户家庭的事务。
职位概述
客户正在寻找一名虚拟助理，以帮助他跟上日益增长的客户工作量。VA 将代表 Adam 工作（而非代表他自己）来管理他的日程、保持收件箱的流畅，并支持一些轻量级的 CRM 和运营任务。此职位不包括交易或资金操作——这些仍由 Adam 以及公司的运营团队负责。
主要职责
• 管理 Adam 的日程安排——安排、确认和重新安排客户会议，包括维护现有客户季度会议的节奏
• 及时处理临时改期请求（例如客户在前一天发邮件要求推迟会议）
• 监控并管理 Adam 的电子邮件收件箱，在他连续会议的日子里确保及时回复
• 在 CRM（Salesforce）中更新客户和机会的相关记录
• 与内部运营团队沟通正在进行的机会和客户更新
• 一旦电话线路权限设置完成，偶尔代表 Adam 接听客户电话
• 按需提供一般性的行政和运营支持
技能与工具
• 强大的组织能力——能够主动管理繁忙且不断变化的日程
• 熟练使用 Microsoft Office 套件，尤其是 Outlook 日历；熟悉 Microsoft Copilot 是加分项（唯一获准用于合规的 AI 工具）
• 了解通用 CRM 是有帮助的——拥有 Salesforce 经验是加分项但非必需；内部运营团队可以提供指导帮助上手
• 熟悉 Ameriprise 经纪交易商平台工具是加分项但非必需
• 亲和力强、专业的沟通风格，因为该职位偶尔需要通过电话与客户接触
合同与后勤事宜
为什么加入 Assist World？
100% 远程
50 美元生日奖金
200 美元推荐奖金
无追踪器，没问题
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Company Overview
An independent financial planning and wealth management practice operating on the Ameriprise broker-dealer platform, with a focus on portfolio construction and management. Adam Novak is an independent advisor at the firm — he chairs the investment strategy committee, maintains his own book of clients, and also supports partner Garrett on some of the firm's larger client families.
Role Overview
The client is looking for a Virtual Assistant to help him keep pace with scheduling and communications as his client load grows. The VA will work on Adam's behalf (not as him) to manage his calendar, keep his inbox moving, and support light CRM and operations tasks. This role does not include trades or money movement — those stay in-house with Adam and the firm's operations staff.
Key Responsibilities
• Manage Adam's calendar — book, confirm, and reschedule client meetings, including maintaining the quarterly meeting cadence for his existing client book
• Handle last-minute rescheduling requests promptly (e.g., clients emailing the day before to push a meeting)
• Monitor and manage Adam's email inbox, ensuring timely responses on days when he is in back-to-back meetings
• Keep the CRM (Salesforce) updated with client and opportunity notes
• Communicate with internal operations staff on active opportunities and client updates
• Occasionally answer client phone calls on Adam's behalf, once phone line access is set up
• General administrative and operational support as needed
Skills & Tools
• Strong organizational skills — able to proactively manage a busy, shifting schedule
• Comfortable with the Microsoft Office suite, particularly Outlook calendar; familiarity with Microsoft Copilot is a plus (the only AI tool approved for compliance)
• General CRM familiarity is helpful — Salesforce experience is a plus but not required; in-house operations staff can provide guidance to get up to speed
• Familiarity with Ameriprise broker-dealer platform tools is a plus but not required
• Personable, professional communication style, since the role is occasionally client-facing by phone
Contract & Logistics
Why Join Assist World?
100% REMOTE
$50 birthday bonus
$200 testimonial bonus
NO TRACKER. NO PROBLEM