FourFront Wealth Management: Elevate Your Career in the Financial Industry as Our Proactive Virtual Assistant!

Please Note: This job is being posted on behalf of FourFront Wealth Management (www.fourfront.com) by Great Assistant (www.greatassistant.com). Great Assistant is a company that works with entrepreneurs to match them to assistants.

Adam Kazalski, Managing Director of FourFront Wealth Management, has provided investment and economic advice to families, professionals, executives, and entrepreneurs since 1997. FourFront Wealth Management offers comprehensive financial planning and advice with a heart, helping families and individuals achieve their financial dreams.

We are seeking a proactive and organized Virtual Assistant to join Adam Kazalskis team at FourFront Wealth Management. The ideal candidate will be aligned with the core values of integrity, excellence, and innovation. This role requires someone who can handle a variety of tasks, maintain a high level of confidentiality, and support the growth of the business.

As our Virtual Assistant, some of your responsibilities will include:

• Managing the CRM system and providing daily tasks for completion
• Scrubbing, cleaning, and delegating emails, ensuring only essential ones reach the client
• Scheduling important meetings and tasks, prioritizing revenue-generating activities
• Holding the client accountable to quarterly goals and weekly tasks
• Proactively managing the clients schedule, ensuring critical tasks are prioritized
• Delegating tasks to the appropriate team members and simplifying tech and communications
• Running webinars smoothly and professionally
• Setting up scheduling tools and ensuring correct links are integrated into invitations and/or third-party tools
• Learning and adhering to compliance requirements
• Taking notes using note-taking tools, allocating tasks/information to the right people, and storing them in the appropriate folders

In addition to the above, the ideal candidate must be/have:

• Excellent verbal and written communication skills
• Friendly, enthusiastic, and a critical thinker
• Ability to make decisions and think three steps ahead
• Direct and pleasant communication with internal and external contacts
• Tech-savvy and quick to pick up new tools and software
• Organized and detail-oriented
• Proactive in managing schedules and tasks
• Reliable and trustworthy
• Ability to learn new software tools quickly and comfortable with technology

You must come ready to quickly learn and be trained on these tools:

• Microsoft Suite
• RedTail CRM
• Slack
• Calendly
• Zoom
• FMG Suites marketing tool
• Outlook and its integrations/plugins

Position Details:

• This is a remote 1099 contractor position
• The position will be 15-20 hours per week with the possibility of growing to more hours over the next year
• Hours are Monday - Friday from 8:00 AM - 12:00 PM EST with some flexibility
• You must be available for weekly meetings on Mondays at 10:00 AM and Thursdays at 11:00 AM EST
• Pay rate is $25/hr. USD
• You must reside in the United States
• You must be able to pass a background check and fingerprinting due to industry regulations
• Were looking for someone to become a long-term (3+ years) team member

**Please do not contact Adam Kazalski or FourFront Wealth directly; doing so will disqualify your application.**