We are seeking a highly organized and detail-oriented Virtual Assistant with a strong background in finance to support business operations. This role involves managing digital communications, such as emails, LinkedIn connections, and WhatsApp messages, while also focusing on lead generation and business development. The ideal candidate should possess knowledge of financial services and banking instruments to assist in business-related tasks and communications.
Key Responsibilities:
- Email Management:
- Organize, prioritize, and manage incoming emails
- Draft and respond to emails on behalf of executives or the business, ensuring timely and professional communication
- Filter spam and irrelevant emails, managing inbox efficiency.
- LinkedIn Management:
- Manage LinkedIn connections, including sending and accepting connection requests
- Craft personalized messages to engage with new connections
- Assist in growing the business's professional network by identifying and connecting with potential leads
- Regularly update and optimize LinkedIn profiles to reflect business goals and expertise.
- WhatsApp Communication Management:
- Monitor and manage business-related WhatsApp messages
- Respond promptly and professionally to inquiries from clients, partners, and prospects
- Organize group chats, follow up on important conversations, and ensure communication is aligned with business objectives.
- Lead Generation & Business Development:
- Research potential clients, partners, and business opportunities
- Create targeted outreach strategies to engage potential leads via LinkedIn, email, and other digital platforms
- Nurture leads from first contact to deal closure, maintaining an organized database of communications and progress
- Provide regular reports on lead generation activities and outcomes.
- Financial Knowledge & Support:
- Apply knowledge of financial services, markets, and banking instruments to assist in business tasks and client interactions
- Conduct basic financial research when needed to support business development and deal structuring
- Review financial documents, banking forms, or instruments to ensure accuracy and compliance.
- Administrative Support:
- Schedule and coordinate meetings, both virtual and in-person
- Maintain a calendar of important deadlines and follow-ups
- Organize digital files, documents, and contracts relevant to business activities
Requirements
Skills and Qualifications:
- Experience: Proven experience as a Virtual Assistant or similar role, ideally in a finance-related industry
- Financial Background: Strong understanding of financial concepts and familiarity with banking instruments (e.g., letters of credit, bank guarantees, etc.)
- Lead Generation: Experience in lead generation, sales outreach, or business development
- Technical Proficiency: Strong knowledge of LinkedIn, WhatsApp, and email platforms. Familiarity with CRM tools is a plus
- Communication Skills: Excellent written and verbal communication skills
- Organizational Skills: Ability to multitask, prioritize, and manage time effectively to handle multiple tasks
- Attention to Detail: Strong focus on accuracy, particularly with financial documents and lead management
- Tech-Savvy: Comfortable with digital tools and platforms, including Microsoft Office, Google Workspace, and financial platforms or CRMs. Preferred Qualifications:
- Previous experience in the finance, banking, or fintech sectors
- Knowledge of CRM systems and sales pipelines
- Experience working remotely with international clients or partners
Benefits
- HMO with 1 free dependent upon hire
- Life Insurance
- 20 PTO credits annually
- VL and SL cash conversion
- Annual Performance-Based Merit Increases and Employee Recognition
- Great Company Culture
- Career Growth and Learning
Disclaimer:
This job posting is for potential client opportunities and is intended for candidate pooling purposes only. By submitting your application, you are expressing interest in future positions with our clients. This does not guarantee immediate employment or an offer for a specific role.
