Rigby Financial Group Virtual Assistant

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

Eric Rigby is the CEO of Rigby Financial Group and a trusted business advisor who helps clients solve complex financial challenges. For more than 25 years, Rigby Financial Group has provided customizable, flexible financial, advisory, and consulting services to businesses. Its services include fractional CFO support, mergers and acquisitions, tax, financial planning, retirement and estate planning, and strategic consulting.

We are looking for a highly organized, detail oriented, confident Virtual Assistant who enjoys keeping things moving and isn't afraid to take ownership. This person should be proactive, resourceful, flexible, and comfortable helping a busy CEO stay focused and on track. You'll need to communicate clearly, know when to share the details and when to get straight to the point, and be comfortable offering your opinion or gently redirecting priorities when needed.

As our assistant, you should also align with our company’s core values:

• We Care
• “Wow”
• Creative Solutions to Their Problems
• Growth
• Humility Combined with Confidence

These values are an important part of how we support our clients and work together as a team. In this role, flexibility and confidence are especially important, since priorities can change quickly. You should be comfortable adapting, speaking up, sharing your honest opinion, and helping keep the CEO organized, prepared, and focused on what matters most.

Some of your responsibilities will include:

• Manage and organize the CEO's email inbox and help prioritize communications
• Treat the CEO's calendar as the single source of truth and keep it accurate
• Prepare for the daily check-in by reviewing the calendar, email, urgent team needs, and current priorities
• Coordinate meetings, calendars, travel, and other scheduling needs
• Sequence and prioritize tasks based on urgency, deadlines, and business needs
• Handle routine administrative tasks and follow-ups, and help route or delegate emails to the appropriate team member
• Prepare documents, spreadsheets, presentations, and client materials
• Maintain organized client and company information
• Respond to client questions and general inquiries in a professional and timely manner
• Follow up with clients about outstanding information or documentation
• Support marketing campaigns and keep marketing materials and contact lists organized

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

• Highly organized and very detail oriented
• Clear and professional verbal and written communication skills
• Confident enough to give an honest opinion and gently keep the CEO on track
• Resourceful and curious, with the habit of bringing possible solutions when raising a problem
• Proactive and comfortable taking ownership of a project
• Dependable with strong follow through, prior planning, and a commitment to doing what you say you'll do
• Able to work independently while also being a strong team player
• Flexible and able to adjust quickly as priorities and schedules change
• Client focused and emotionally intelligent, with a desire to be a go to person for clients and colleagues
• Comfortable working with detailed forms, financial information, and client documentation, with an interest in financial services
• You must be tech savvy and quick to pick up new tools and software

Tools you'll use in this role, so familiarity is a plus!

• Microsoft Office, including Outlook, Excel, Word, and Teams
• NetSuite
• Mailchimp
• Claude and ChatGPT

Position Details

• This is a remote W2 position
• Benefits include a 401(k) with a 3% match (enrollment depends on start date)
• The position will be 20 to 25 hours per week, with the possibility of increasing up to 30 hours per week, possibly within a year
• Hours are Monday through Friday, starting at 8:30 am CST with flexible hours otherwise
• Flexibility is important, as the CEO's schedule may vary between Central and Mountain time
• The pay rate is $30/hr. USD
• You must be able to pass a background check
• We are looking for someone to become a long-term (3+ years) team member.

**Please do not contact Eric Rigby or Rigby Financial Group directly; doing so will disqualify your application***