Administrative Support

Bilingual Virtual Assistant | Financial Services Administrative Support (Part-Time / Remote)

About the Role

CoCard Solutions is currently seeking two organized and experienced Virtual Assistants on behalf of one of our clients in the United States.

Our client is a New York-based financial services firm that works with high-net-worth individuals and business owners on exit planning and tax strategies. You will work closely with their operations team, providing administrative support across client management, document handling, and workflow coordination.

This is an ideal position for someone with experience in financial services who is comfortable handling confidential client information and following established processes with precision.

Job Details

• Status: Part-Time, Contractor
• Commitment: 30 hours per week
• Location: 100% Remote
• Timezone Requirement: Must have operational overlap with U.S. Eastern Time
• Client: New York-based financial services firm, direct contact with the Operations team

Key Responsibilities

• Client Onboarding & Account Maintenance: Assist with onboarding new clients and keeping account information up to date
• CRM Management: Update and maintain client records, enter notes and follow-up items in Advyzon and Redtail CRM
• Document Tracking: Track outstanding client documents and signatures, upload and organize files
• Scheduling & Calendar Management: Schedule client meetings, send confirmations, appointment reminders and follow-ups
• Forms & Paperwork: Prepare and organize forms and required documentation
• Workflow Monitoring: Maintain task lists and ensure all items are completed according to established SOPs
• Email Correspondence: Assist with professional email communication on behalf of the operations team

Tools & Platforms

Microsoft 365 (Outlook, Teams, Word, Excel, OneDrive, SharePoint), Advyzon, Redtail CRM, DocuSign, Schwab Alliance, PreciseFP, Jump AI

Ideal Candidate Profile

• Experience in financial services is strongly preferred
• Familiarity with Advyzon, Redtail CRM, DocuSign or similar platforms is a major plus
• Strong written and verbal English communication skills
• Highly organized with strong attention to detail and follow-through
• Comfortable handling confidential client information with discretion
• Able to follow documented SOPs and work independently with minimal supervision
• Tech-savvy and comfortable learning new systems quickly

What Our Client Offers

• Flexible remote work with U.S. Eastern Time overlap
• Collaborative and professional environment within a growing financial services firm
• Opportunity to expand hours and responsibilities over time