Virtual Assistant Position
Eos Financial Planning is looking for a part-time virtual assistant to provide business operations support and executive assistance to the founder. EosFP is based in Arlington, MA but assistant duties can be performed entirely remotely, within the US. Position will start at 5-10 hours/week with opportunity to grow with the business. Hours will be spread over 2-3 days during business hours, specifics negotiable. Interest in growing the role to include planning work is welcome but not expected.
Responsibilities:
To apply email [email protected]. Please include a resume and a bit of information about your experience, what you're looking for, and how this role fits into your current career situation.
This is a contract position where you will be sent a 1099 each year. Candidate will be expected to provide your own computer, internet access, and telephone.
Pay commensurate with experience. Willing to train the right candidate who is a good fit. Will also consider compensation requirements of experienced candidates. EosFP is committed to equity and inclusion in its hiring process.
Eos Financial Planning is looking for a part-time virtual assistant to provide business operations support and executive assistance to the founder. EosFP is based in Arlington, MA but assistant duties can be performed entirely remotely, within the US. Position will start at 5-10 hours/week with opportunity to grow with the business. Hours will be spread over 2-3 days during business hours, specifics negotiable. Interest in growing the role to include planning work is welcome but not expected.
Responsibilities:
- Video conferences twice/week to review client status and help maintain up-to-date information in our CRM (Wealthbox)
- Monitor incoming email, assist in drafting responses
- Maintain principal's calendar and business/client task lists
- Publish website and social media content
- Completing one-off projects independently (e.g. document templating, research projects, overseeing marketing material development)
- Highly organized and committed to seeing tasks through to completion
- Excellent written and verbal communication skills
- Familiarity with Google Suite (email, calendar, Docs, Sheets)
- Comfortable learning new software, processes
- Interest in financial and tax planning topics
- Wealthbox or other CRM (Redtail, Salesforce, etc)
- Website building (Weebly, Squarespace)
- Working with small business clients in high-touch service industry
- Marketing and graphic design experience not necessary, but would be a huge plus
To apply email [email protected]. Please include a resume and a bit of information about your experience, what you're looking for, and how this role fits into your current career situation.
This is a contract position where you will be sent a 1099 each year. Candidate will be expected to provide your own computer, internet access, and telephone.
Pay commensurate with experience. Willing to train the right candidate who is a good fit. Will also consider compensation requirements of experienced candidates. EosFP is committed to equity and inclusion in its hiring process.
