Virtual Assistant (Financial Background) | Atlanta, GA, USA | Remote

Are you a virtual assistant with a financial background? This could be the flexible, remote opportunity you've been waiting for! Join the BELAY contractor network, the leading virtual solutions provider, and gain access to exciting client opportunities in various industries, including financial advisory, financial planning, wealth management, and more.

Job Type: 1099 Contractor
Location: Remote (U.S. applicants only). We are not hiring in CA, MT, NJ, NY, PA, or outside the U.S.
Pay Range: $19 - $22 per hour (based on experience and skill set)

Why BELAY?
• Flexible, Remote Work – Control your schedule while working from anywhere.
• Pre-Vetted Clients – Access financial services, wealth management, private equity, and more.
• Streamlined Payments – Invoicing and payments are handled for you, ensuring timely compensation.
• Contractor Benefits – Health and financial service options through our benefits partner.
• Support & Community – Join a professional network with resources, webinars, and upskilling.
• AI-Enabled Efficiencies – We encourage ethical AI use to enhance productivity while maintaining quality client service.

What to Expect as a BELAY Virtual Assistant

Though this is a 1099 contract role, we request that contractors:
• Are available during business hours (Monday–Friday).
• Can commit at least 15 weekly hours to their assigned client(s).
• Understanding BELAY does not guarantee hours or client placement but provides access to a job board for opportunities.

Key Responsibilities
• Financial & Project Assistance – Organize documents, streamline workflows, and support wealth management professionals.
• Executive Support – Manage inboxes, prioritize tasks, and handle scheduling.
• Document Preparation – Assist in creating reports, spreadsheets, and client materials.
• CRM Administration – Maintain records in CRMs such as RedTail, Wealthbox, and Salesforce platforms.
• Social Media & Online Presence – Support professional profiles and content.
• Travel & Event Coordination – Arrange accommodations and meeting logistics.

Ideal Candidates Have:
• 1+ year of administrative experience (3+ years preferred).
• Experience in financial services (wealth management, private equity, financial planning, etc.).
• Strong attention to detail, multitasking ability, and tech-savviness.
• Proficiency in Microsoft Office, CRMs, and productivity tools.
• Professional communication skills and the ability to work independently.

Contractor Requirements
• U.S.-Based – We are not hiring in CA, MT, NJ, NY, PA, or outside the U.S.
• Reliable Home Office Setup – Internet, PC/Mac, webcam, and updated software (Word, Excel, Outlook).
• Compliance & Security – May require fingerprinting, background checks, and NDAs.

Next Steps

Apply today to join BELAY’s contractor network and access flexible, rewarding opportunities in financial services and beyond!

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