Virtual Assistant

Virtual Assistant – Financial Services (Remote, LATAM)

Location: Remote – El Salvador · Type: Independent contractor · Hours: U.S. business hours ·

About the role

We're hiring an experienced Virtual Assistant to support a U.S.-based financial services operation. This is a remote, full-time contractor role for a detail-obsessed, discreet, and highly organized professional who has spent time in or around the financial services world and knows how to handle sensitive information with care.

You don't need to have worked inside a bank — but you do need real, hands-on exposure to financial services (banking, insurance, investment/wealth management, accounting/bookkeeping, lending/mortgage, fintech, or financial advisory) and the judgment that comes with it.

What you'll do

• Manage inboxes, calendars, and scheduling across U.S. time zones
• Prepare, format, and organize documents, reports, and client-facing materials
• Keep the CRM and internal systems accurate and up to date
• Support client communication, onboarding, and follow-ups with professionalism and discretion
• Assist with light finance-ops tasks (invoicing, expense tracking, reconciliations, data entry)
• Handle confidential financial and client information securely and reliably
• Take ownership of recurring administrative workflows and flag issues before they become problems

What you bring

• 2–3+ years of experience in or directly supporting the financial services industry
• 2+ years as a Virtual Assistant, executive assistant, or administrative professional
• Excellent written and spoken English (C1 or higher) — you'll be client-facing
• Comfort handling confidential and sensitive financial information with discretion
• Strong proficiency with tools such as Excel/Google Sheets, Microsoft Office/Google Workspace, and CRMs (Salesforce, HubSpot); QuickBooks or Xero a plus
• Reliable remote setup and the ability to work U.S. business hours
• Exceptional organization, attention to detail, and proactive communication
  

Nice to have

• Bookkeeping or finance-ops experience (QuickBooks, Xero, reconciliations, reporting)
• Experience supporting U.S.-based clients or executives
• Familiarity with data-privacy best practices
  

Logistics

• Engagement: Independent contractor
• Schedule: Full-time, aligned to U.S. business hours
• Location: El Salvador with reliable internet
• Compensation: Commensurate with experience
  

How to apply

Apply through our application form. You'll be asked a few quick questions about your financial-services experience, English level, availability, and tools — plus a place to attach your resume and LinkedIn.