Virtual Assistant - Admin and Finance

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: TYPE OF WORK

Full Time

: SALARY

$488/month

: HOURS PER WEEK

40

: DATE UPDATED

Aug 7, 2026

JOB OVERVIEW

We are looking for a detail-oriented Virtual Assistant - Admin and Finance to support our mortgage and business credit consulting team. This is a long-term remote role where you'll help organize client documents, track requirements, and keep administrative processes running smoothly.

If you have experience in banking, finance, accounting, or legal administration and enjoy working with documents, spreadsheets, and structured processes, we'd love to hear from you.

Must Have
-Experience in Banking, Finance, Accounting, Legal, or Administrative Support
-Proficient in Google Drive and Microsoft Excel
-Excellent written and verbal English communication skills
-Strong organizational and time management skills
-Detail-oriented with excellent accuracy
-Able to work independently with minimal supervision
-Fast learner with strong problem-solving skills
-Comfortable using AI tools to improve productivity and learn new processes
-Reliable internet connection and suitable home office setup

Responsibilities
-Organize and maintain client files in Google Drive
-Track missing client documents and follow up as needed
-Send reminder messages and updates to clients
-Update and maintain Excel spreadsheets
-Extract information from financial documents
-Prepare draft emails for document submissions
-Ensure client records are complete and organized
-Support the mortgage and business credit consulting team with daily administrative tasks
-Learn new processes and continuously improve workflow efficiency

Plus to Have
-Previous banking experience
-Accounting or bookkeeping experience
-Legal or paralegal experience
-Insurance industry experience
-Experience working with financial or loan-related documents
-Familiarity with AI productivity tools

SKILL REQUIREMENT

Office and Administration Banking Virtual Assistant

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Virtual Assistant - Admin and Finance

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

TYPE OF WORK

SALARY

HOURS PER WEEK

DATE UPDATED

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