All-In-One Virtual Assistant Needed

We provide consulting services to micro and small businesses. We are seeking someone to specifically assist in the financial services sector.


We initially provide a free consultation. During this phase, we establish the goals of the prospect, and gather all relevant information needed to create a customized plan of action. Part of the information gathered also includes the prospect's personal credit reports.

Once all information is gathered, it is then assessed and compiled in the form of a plan of action. We then submit the suggested strategy to the prospect, in the form of a proposal.

Once the prospect accepts the proposal, we then submit an agreement, outlining all costs and expectations from both parties. (No Upfront Monies-EVER)

Once the prospect executes the agreement, we then begin gathering all necessary information and documents (Identity and Income Documents, etc.) to begin processing their file.

Once all information & documents have been obtained, their file goes into processing. They are able to monitor the status of their file, in real time, via an online account.

Once all services have been completed and we've successfully procured all requested funding, we then submit an invoice for payment of services.


This position requires that you be a part of some, OR ALL, phases of the above listed process.

This includes when a prospect inquires on our services, you will be responsible for contacting them via phone, chat support, SMS, or email, and gathering the required information, for the purpose of issuing them a plan of action, in the form of a proposal.

Also, the management of the intake process, and ongoing client support, while in processing.

Insuring that all invoices are submitted, or following up on any outstanding invoices.

Providing Partner Support, for any Brokers, Affiliates, etc., for client, or payment matters.

Prior experience in the financial services industry is very helpful, but not required.

Other skills preferred, but not required includes:

Email Marketing-managing the database of clients and prospects, updating them on the newest products available, and providing them with valuable educational information.

Social Media Postings-This will include providing daily postings of valuable information, for the purpose of educating our subscribers and followers, to the various social media platforms. Video Content is a PLUS!


Good Internet Connection

Dependable Workstation

Good communication (Verbal & Written)

Excellent Grammar

Self Motivation/Self Starter

Ability to follow a process, as well as make discretionary decisions

Strong analytical skills

Strong Customer Service Skills

Computer Savvy

Hours of Operation: 9 am - 8 pm Eastern Time, Monday-Saturday.

You will be able to establish a work schedule, up to 40 hours, within this range.

Please respond immediately if available and interested.

Thanks so much in advance!

Skills: Virtual Assistant, Project Management, Financial Sales, Sales, Finance

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About the Employer:
( 0 reviews ) Louisville, United States

Project ID: #20102816

16 freelancers are bidding on average $6/hour for this job


Hello, I have gone through your job posting and become very much interested to work with you. I am an expert in this field. I have already completed several projects like this. For evidence you can see my profile. Pl More

$4 USD / hour
(105 Reviews)

Hello, I am a detail-oriented person and with over seven years of administrative work. I am proficient in Microsoft Office programs (Word, Excel, Powerpoint), Google Drive (Spreadsheets, Docs) as well as the social More

$6 USD / hour
(12 Reviews)

Hi there! Having seen your job posting, I would like to apply for it.I can give you virtual assistance for daily office work. I have a lot of experiences as a Virtual Assistant for almost 4 years, Internet Research/Web More

$8 USD / hour
(4 Reviews)

Dear Hiring Manager, In response to your job posting, I would like to send a proposal for your job requirements. I believe that I am capable of providing you the service that you need. Let me introduce to myself brie More

$6 USD / hour
(3 Reviews)

Dear hiring Manager, I am 7 years experienced Virtual Administrative Assistant I have been working for years as a freelancer for 10 years, worked with many Companies such as US Pharmacies(BTP, CSSP, etc), Clinicoin More

$7 USD / hour
(7 Reviews)

I can do on Eastern Time Zone and can start right away Dear Hiring Manager, Good day! Your job post caught my attention, and I feel that I am the perfect match for the job. I am an experienced Virtual Assistant. I hav More

$5 USD / hour
(5 Reviews)

Hello, my name is Marianna, I would like to introduce myself and tell you my experience, so thank you for your time. I am currently living on Italy, so my timezone is GMT+1. However, this won't be a problem for you si More

$5 USD / hour
(1 Review)

Hello I read the requirements and interested in doing this work. I have 5+ years of experience as virtual/personal assistance, Customer support with expertise in Microsoft Office (Excel, PPT, Word and others) and inte More

$6 USD / hour
(3 Reviews)

Hi there! I have read your requirement. I am available for your task and do it quickly. Could we discuss more details over chat? Thank you

$5 USD / hour
(1 Review)

Hello, I am your all in one virtual assistant. I will be able to contact prospect via phone, chat support, SMS, or email, and gathering the required information, for the purpose of issuing them a plan of action, in t More

$6 USD / hour
(1 Review)

I am ready to accept your project please go through my details if you have any specific question hope i can clear your doubts

$5 USD / hour
(0 Reviews)

I am Mizanur Rahman. I am well enough for English Language. I can easily communicate with English and express myself properly. So I am totally fit for this job.

$2 USD / hour
(0 Reviews)

Hi Honorable Client, I’m a detail oriented multi-talented Virtual Assistant. I’m an expert in performing various types Administrative, e-Commerce, Customer Service, Procurement, Logistics, Supply Chain and Data Entry More

$5 USD / hour
(0 Reviews)

I am a motivated finance professional looking for experience in foreign markets. Please consider my proposal Relevant Skills and Experience Accounting & finance

$5 USD / hour
(0 Reviews)

I believe that my more than 8 years of experience in the outsourcing industry doing project management and customer support as well as from an international IT company like SUN Microsystems would be of enormous benefit More

$8 USD / hour
(0 Reviews)

Dear Concern, Hope you will find this well. This is Ryan. I have gone through the job description thoroughly. I started my career in bpo industry back in 2009. Since then, I have worked in various financial campaigns More

$5 USD / hour
(0 Reviews)