Administrative Assistant - Accounting Services Firm (LATAM)

Summary

In this role, you’ll be at the forefront of supporting high-net-worth clients and businesses, ensuring effective communication and flawless execution of administrative and operational tasks.

Benefits

• • Competitive Salary: $1,000–$1,100 USD per month, depending on experience.
• • Flexible Work Environment: Fully remote role with a 09:00 am to 06:00 pm ET shift (Monday–Friday).
• • Paid Time Off: 3 weeks of PTO plus US holidays to support work-life balance per year.
• • Supportive Culture: Be part of a mission-driven team dedicated to excellence and collaboration.

Responsibilities

• Client Coordination:

  • • Proactively contact clients to gather necessary documentation, such as personal bank statements and business meeting details, to support tax strategies.

• Administrative Support:

  • • Handle general administrative tasks that facilitate smooth tax planning and execution processes.

• Calendar Management:

  • • Maintain and organize the tax calendar, including scheduling calls and tracking deadlines.

• Discovery Call Assistance:

  • • Participate in discovery calls to take notes, manage follow-up tasks, and assist in client onboarding activities.

• Marketing & Sales Support:

  • • Over time, assist in prequalifying leads, conducting discovery calls, and supporting marketing efforts.

Desired Traits and Characteristics

• • Growth Mindset: Turning challenges into opportunities.
• • Fearless Integrity: Acting with honesty and transparency.
• • Execution Excellence: Striving for the highest quality.
• • Compassionate Connection: Building meaningful relationships.
• • Reliability and Trust: Being dependable and responsible.

Required Skills

• Professionalism:

  • • Prior experience working with financial services clients or high-net-worth individuals, demonstrating a high level of discretion and professionalism.

• Tech Skills:

  • • Proficiency in managing calendars, scheduling tools, and familiarity with handling confidential documents.

• Communication:

  • • Exceptional verbal and written communication skills, maintaining a professional and approachable tone.

• Attention to Detail:

  • • Strong organizational skills with a focus on accuracy, especially when managing sensitive client information.

• Trustworthiness:

  • • Proven ability to handle confidential reports and documents with integrity.

Qualifications

• • Experience: 2+ years in a relevant role such as administrative assistance, client coordination, or financial services support.
• • Location: This role is available only to candidates who are based in LATAM or Europe.

Additional Information and Instructions

🌟 Very Important Note: 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.

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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