31 oct
|
SWMG Philippines
|
Estado de México
31 oct
SWMG Philippines
Estado de México
Job OverviewWe are seeking a highly organized and detail-oriented Executive Virtual Assistant to support our Scheduling and Appointment Setting Manager with data entry, appointment scheduling, and administrative tasks.This role is adecuado for someone with excellent English communication skills, strong attention to detail, and the ability to manage information accurately while supporting scheduling operations and ensuring appointments are properly documented and coordinated About Strittmatter Wealth Management GroupStrittmatter Wealth Management Group, LLC (SWMG) is a boutique Registered Investment Advisor located in Fort Worth, TexasSince ****, we have specialized in retirement planning, investment management, and business planning for high-net-worth individuals, retirees, and business ownersWe are committed to providing an exceptional client experience through organized processes, efficient operations, and a professional, collaborative team. Job ResponsibilitiesEnter and update prospect information, contact details, and appointment records in the firm's systemsAssist with inputting and organizing information required for appointment scheduling and calendar managementMaintain accurate records of scheduled appointments, confirmations, and follow-up activitiesAssist with scheduling, rescheduling, confirmations,
and reminders as directed by the Scheduling and Appointment Setting ManagerReview information for accuracy and completeness and correct discrepancies when necessaryPerform administrative tasks related to appointment setting, data entry, and scheduling operationsCommunicate professionally with internal team members to ensure scheduling information is accurate and up to date Qualifications3+ years of experience in virtual assistance, data entry, administrative support, scheduling, or a related roleExcellent written and verbal English communication skillsStrong attention to detail and accuracy when entering and managing informationGood organizational skills and ability to manage repetitive tasks consistentlyProficiency in Microsoft Office, Google Workspace, and online scheduling toolsExperience with CRM systems, GoHighLevel (preferred), appointment scheduling platforms, or calendar management tools preferredAbility to follow established processesReliable internet connection and a suitable remote work environmentWilling to work as an Independent ContractorMust be available to work within business hours, Central Time, Monday to Friday, 8 AM–5 PM Compensation$5–$7 USD per hour with PTOs and paid holidays Why Join StrittmatterGain experience supporting scheduling and appointment setting operations within a professional wealth management firmWork closely with an experienced manager and collaborative teamDevelop skills in CRM management, scheduling coordination, and administrative operationsRemote work opportunity
Job Posted by ApplicantPro
📌 Executive Virtual Assistant | Data Entry And Scheduling (Estado de México)
🏢 SWMG Philippines
📍 Estado de México