|
We are excited to welcome a Virtual Assistant to our team!
In this role, you will play a vital part in providing administrative support
while working remotely. You will have the opportunity to manage various
administrative projects and contribute to our team's success by delivering
high-quality work with minimal supervision.
Core Responsibilities:
• Assist Beneva Advisors to effectively manage practice.
• Prepare and compile information and reports.
• Support cash management processes.
• Organize Beneva Advisors by managing tasks and reminders.
• Support Beneva Advisors with technology updates as needed.
Client Service
• Support client meetings (schedule, coordinate, pre-meeting preparation,
post-meeting follow-up and action items).
• Manage invitations to client events.
• Enter client information into Salesforce.
• Process new business requests for client onboarding.
• Manage day-to-day client requests and execute, as applicable.
• Communicate, both verbally and in writing, with clients when required.
|