Operations & Customer Support Virtual Assistant

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: TYPE OF WORK

Any

: SALARY

950

: HOURS PER WEEK

40

: DATE UPDATED

Mar 6, 2026

JOB OVERVIEW

Company: Next Level Wealth Financial Services
Next Level Wealth is a fast-growing financial education and tax mentorship company that helps entrepreneurs start and scale successful tax businesses.

We are looking for a highly organized and proactive Virtual Assistant to help support client onboarding, live webinars, and internal operations.
This role is ideal for someone who enjoys creating organization, improving systems, and helping a fast-growing company stay structured and efficient.
Responsibilities

Client Onboarding
• Welcome and onboard new clients into our mentorship programs
• Ensure clients receive access to all program resources
• Guide clients through onboarding steps and answer questions
• Track onboarding progress using Google Sheets or internal systems

Webinar & Call Support
• Attend live webinars and coaching calls
• Drop links and resources in chat during webinars
• Monitor participant questions
• Assist with overall webinar flow and engagement

Operations & Lead Organization
• Help organize incoming leads and client information
• Maintain spreadsheets or tracking systems for leads and clients
• Review current processes and suggest ways to improve organization
• Help implement systems that keep leads, clients, and communication organized

Community & Client Support
• Respond to basic client questions within the community
• Support engagement within programs
• Help highlight client wins and milestones

Requirements
• Excellent English communication skills
• Extremely organized and detail-oriented
• Strong experience with Google Sheets or Excel
• Comfortable supporting live Zoom calls or webinars
• Ability to manage multiple tasks at once
• Reliable internet connection

Nice to Have
• Experience working with online coaching or mentorship programs
• Experience organizing lead tracking or CRM systems
• Experience with community platforms such as Skool or Slack

Position Details
• Remote position
• Part-time with potential to grow into full-time
• Opportunity to grow with a fast-scaling online education company

How to Apply
To apply, please include the word “Growth” at the top of your application so we know you read the job post.
Please submit:
Your resume
A 2–3 minute video introducing yourself
A short explanation of your experience organizing systems, spreadsheets, or lead tracking

SKILL REQUIREMENT

Microsoft Excel Communication Organization

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Operations & Customer Support Virtual Assistant

Please login or register as jobseeker to apply for this job.

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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