Virtual Executive Assistant / Client Services Coordinator (Financial Services)

Location: South Africa; remote

Company

A boutique financial advisory practice provides wealth management, financial planning, and investment guidance to individual clients in partnership with a larger financial services organisation.

What you will do

• Answer inbound phone calls professionally as the first point of contact.
• Make outbound follow-up calls and send emails to existing clients, using AI tools to help draft responses.
• Manage scheduling and calendar coordination for client meetings.
• Join Zoom or Microsoft Teams calls briefly to introduce clients before handing them off to the advisor.
• Support weekly internal team meetings and help set up client webinars approximately every two weeks.
• Complete administrative and data-entry tasks, including keeping CRM records updated.

Requirements

• Minimum 3 years of relevant experience in customer service, executive assistance, front-desk, or receptionist roles.
• Clear and professional phone manner with strong organisation and attention to detail.
• Comfort using VoIP and phone systems such as OpenPhone/Quo or PhoneBurner.
• Working knowledge of Zoom and Microsoft Teams.
• Comfort using Claude, ChatGPT, and Copilot for drafting client communications.
• Trustworthiness and readiness to take on increased responsibility, including client scheduling and CRM access.

Nice to have

• Prior cold-calling or sales experience.
• Financial services experience.

Culture & Benefits

• Long-term, relationship-based position with consistent client and practice interactions.
• Remote, full-time work arrangement.
• Light current call volume with opportunities for increased responsibility as the practice grows.
• Day-to-day communication through WhatsApp, Microsoft Teams, or chat.