Remote Job Opportunity: Virtual Assistant (Wealth Management) at My BTLR
Looking for a flexible, part-time remote job where you can support a fast-growing company? My BTLR is currently hiring a Virtual Assistant for their Wealth Management team — and you can work from home!
About My BTLR
My BTLR is a leading virtual assistance and administrative support service that helps businesses streamline their operations. They specialize in providing high-quality virtual support to professionals across different industries, including wealth management. My BTLR values efficiency, professionalism, and client satisfaction, making it an ideal place for detail-oriented and organized professionals.
About the Role
As a Virtual Assistant for the Wealth Management team, you will provide administrative and operational support to wealth managers and their clients. Your work will help ensure smooth communication, accurate recordkeeping, and timely execution of key tasks. This is a part-time remote position, offering the flexibility to work from anywhere.
Key Responsibilities
Manage schedules, appointments, and client communications. Handle data entry, recordkeeping, and documentation for wealth management clients. Coordinate with wealth managers to support client needs. Manage email correspondence and follow-ups. Prepare reports and presentations as needed. Maintain strict confidentiality and professionalism when handling client information.
What My BTLR is Looking For
Strong organizational skills – You’ll need to manage multiple tasks and keep track of important details. Excellent communication – Professional and clear communication with clients and team members is key. Experience in administrative support – Previous experience in a virtual assistant or administrative role is preferred. Tech-savvy – Comfortable using scheduling tools, CRM software, and Microsoft Office or Google Workspace. Interest in wealth management – A basic understanding of financial services is a plus but not required.
Why This Job is Great for Remote Workers
Fully remote – Work from anywhere with an internet connection. Part-time schedule – Ideal for balancing with other commitments. Professional growth – Gain valuable experience in the financial services industry. Supportive environment – Work with a team that values communication and collaboration.
How to Apply
If you’re ready to start a rewarding career as a Virtual Assistant with My BTLR, don’t wait — apply now!
Take the next step toward a flexible and rewarding remote career with My BTLR today!