Rigby金融集团虚拟助手
Rigby Financial Group Virtual Assistant
请注意：此职位由Great Assistant（www.greatassistant.com）代表Eric Rigby（www.therigbygroup.com）发布。Great Assistant是一家帮助企业家匹配助理的公司。
Eric Rigby是Rigby Financial Group的CEO，也是一位值得信赖的商业顾问，帮助客户解决复杂的财务问题。Rigby Financial Group超过25年来一直为 businesses 提供可定制、灵活的财务、咨询和咨询服务。其服务包括部分CFO支持、并购、税务、财务规划、退休与遗产规划以及战略咨询。
我们正在寻找一位高度有条理、注重细节、自信的虚拟助理，喜欢推动事情进展，不惧承担责任。此人应积极主动、善于解决问题、灵活，并能帮助忙碌的CEO保持专注和高效。你需要清晰沟通，在适当的时候分享细节或直奔主题，并在需要时提出自己的意见或温和地调整优先级。
作为我们的助理，你还需要与我们公司的核心价值观保持一致：
- 我们关心
- “令人惊喜”
- 为他们的问题提供创意解决方案
- 成长
- 谦逊与自信结合
这些价值观是我们支持客户和团队协作的重要组成部分。在这个职位中，灵活性和自信尤为重要，因为优先级可能会快速变化。你需要适应能力强，敢于表达，分享真实的意见，并帮助CEO保持组织性、准备充分并专注于最重要的事情。
你的部分职责包括：
- 管理和整理CEO的邮箱，协助优先处理沟通事项
- 将CEO的日历视为唯一真相来源，并保持其准确性
- 在每日检查前通过查看日历、邮件、紧急团队需求和当前优先事项进行准备
- 协调会议、日程、旅行和其他安排需求
- 根据紧急程度、截止日期和业务需求排序和优先处理任务
- 处理常规行政事务和后续跟进，并帮助将邮件路由或委派给合适的团队成员
- 准备文件、表格、演示文稿和客户材料
- 维护客户和公司信息的有序管理
- 专业且及时地回应客户问题和一般咨询
- 跟进客户获取未完成的信息
查看英文原文
Please Note: This job is being posted on behalf of Eric Rigby (www.therigbygroup.com) by Great Assistant (www.greatassistant.com). Great Assistant is a company that works with entrepreneurs to match them to assistants.
Eric Rigby is the CEO of Rigby Financial Group and a trusted business advisor who helps clients solve complex financial challenges. For more than 25 years, Rigby Financial Group has provided customizable, flexible financial, advisory, and consulting services to businesses. Its services include fractional CFO support, mergers and acquisitions, tax, financial planning, retirement and estate planning, and strategic consulting.
We are looking for a highly organized, detail oriented, confident Virtual Assistant who enjoys keeping things moving and isn't afraid to take ownership. This person should be proactive, resourceful, flexible, and comfortable helping a busy CEO stay focused and on track. You'll need to communicate clearly, know when to share the details and when to get straight to the point, and be comfortable offering your opinion or gently redirecting priorities when needed.
As our assistant, you should also align with our company’s core values:
- We Care
- “Wow”
- Creative Solutions to Their Problems
- Growth
- Humility Combined with Confidence
These values are an important part of how we support our clients and work together as a team. In this role, flexibility and confidence are especially important, since priorities can change quickly. You should be comfortable adapting, speaking up, sharing your honest opinion, and helping keep the CEO organized, prepared, and focused on what matters most.
Some of your responsibilities will include:
- Manage and organize the CEO's email inbox and help prioritize communications
- Treat the CEO's calendar as the single source of truth and keep it accurate
- Prepare for the daily check-in by reviewing the calendar, email, urgent team needs, and current priorities
- Coordinate meetings, calendars, travel, and other scheduling needs
- Sequence and prioritize tasks based on urgency, deadlines, and business needs
- Handle routine administrative tasks and follow-ups, and help route or delegate emails to the appropriate team member
- Prepare documents, spreadsheets, presentations, and client materials
- Maintain organized client and company information
- Respond to client questions and general inquiries in a professional and timely manner
- Follow up with clients about outstanding information or documentation
- Support marketing campaigns and keep marketing materials and contact lists organized
In addition to the above, the ideal candidate must be/have:
- Highly organized and very detail oriented
- Clear and professional verbal and written communication skills
- Confident enough to give an honest opinion and gently keep the CEO on track
- Resourceful and curious, with the habit of bringing possible solutions when raising a problem
- Proactive and comfortable taking ownership of a project
- Dependable with strong follow through, prior planning, and a commitment to doing what you say you'll do
- Able to work independently while also being a strong team player
- Flexible and able to adjust quickly as priorities and schedules change
- Client focused and emotionally intelligent, with a desire to be a go to person for clients and colleagues
- Comfortable working with detailed forms, financial information, and client documentation, with an interest in financial services
- You must be tech savvy and quick to pick up new tools and software
Tools you'll use in this role, so familiarity is a plus!
- Microsoft Office, including Outlook, Excel, Word, and Teams
- NetSuite
- Mailchimp
- Claude and ChatGPT
Position Details
- This is a remote W2 position
- Benefits include a 401(k) with a 3% match (enrollment depends on start date)
- The position will be 20 to 25 hours per week, with the possibility of increasing up to 30 hours per week, possibly within a year
- Hours are Monday through Friday, starting at 8:30 am CST with flexible hours otherwise
- Flexibility is important, as the CEO's schedule may vary between Central and Mountain time
- The pay rate is $30/hr. USD
- You must be able to pass a background check
- We are looking for someone to become a long-term (3+ years) team member.
**Please do not contact Eric Rigby or Rigby Financial Group directly; doing so will disqualify your application***
Originally posted on Himalayas