Executive Assistant – Tax & Financial Services

Summary

As an Executive Assistant, you will be instrumental in supporting the firm’s operations by managing executive communications, coordinating client interactions, and ensuring organizational efficiency.

Benefits

• • A competitive salary of $1,000–$1,200 USD per month (based on experience).
• • Fully remote role with an 8-hour shift (Monday–Friday) based on US EST.
• • 3 weeks of PTO + US holidays to support work-life balance per year.
• • Be part of a mission-driven team dedicated to excellence and collaboration

Responsibilities

Your key responsibilities include:

• Calendar & Meeting Coordination:

  • • Manage and schedule meetings via Zoom, Teams, and phone calls. Ensure seamless scheduling logistics for clients and internal teams.

• Client Communication & Support:

  • • Assist in client coordination by responding to scheduling requests primarily via email, with occasional phone outreach as needed.

• Inbox Management:

  • • Initially, support email correspondence by being cc’d in responses. Over time, transition to independently managing and triaging the executive’s inbox, replying to clients, and forwarding critical documents to the appropriate staff members.

• Document Handling:

  • • Organize and distribute client-submitted documents to the correct internal teams for processing.

• Client Onboarding Support:

  • • Assist with the onboarding process for new clients, ensuring a smooth transition and efficient setup.

• Long-Term Administrative Management:

  • • Work towards optimizing executive email and schedule management, enabling a structured and highly efficient workflow.

Required Skills

• • Strong proficiency in calendar management and scheduling tools (Zoom, Teams, Outlook, etc.).
• • Excellent written and verbal communication skills, maintaining a professional and approachable tone.
• • Exceptional organizational skills with the ability to prioritize and manage multiple tasks efficiently.
• • Proven ability to handle confidential information with integrity and sound judgment.

Qualifications

• • 2+ years in a relevant role such as executive assistance, administrative support, or client services coordination.
• • Prior experience in financial services, accounting, or tax-related industries, demonstrating high levels of discretion and professionalism.

Additional Information and Instructions

• Our Values:

  • • Growth Mindset; We embrace challenges and see them as opportunities to grow.
  • • Fearless Integrity; We act with honesty and transparency, no matter what.
  • • Execution Excellence; We strive for the highest quality in all our work.
  • • Compassionate Connection; We build meaningful relationships with empathy and respect.
  • • Reliability and Trust; We earn trust by being dependable and responsible.

Ready to Make an Impact? Apply today and join our dynamic, growth-focused team at Veta Virtual. We’ll review your application and respond within 1–3 business days. Apply now!

About Veta Virtual

At Veta Virtual, we redefine business support by providing tailored solutions across industries like e-commerce, healthcare, and professional services. Since 2021, our people-first approach has enabled us to build meaningful client relationships while delivering excellence. As we continue to grow, we’re looking for driven professionals to join our mission-driven team.

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