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Virtual Assistant for Financial Services Support Specialist

2 months ago

Calgary, Alberta, Canada beBee Professionals Full time

Job Title:

Virtual Assistant for Financial Services Support Specialist


Company:

beBee Professionals


beBee Professionals is seeking a highly skilled Virtual Assistant for Financial Services Support Specialist to provide administrative and financial services support to our clients. The successful candidate will be responsible for delivering exceptional support services, ensuring seamless operations, and contributing to the growth and success of our organization.


Key Responsibilities:

  • Provide administrative support to clients, including data entry, document management, and correspondence.
  • Offer financial services support, including account management, invoicing, and financial reporting.
  • Develop and maintain strong relationships with clients, ensuring their needs are met and exceeded.
  • Collaborate with internal teams to ensure seamless communication and coordination.
  • Stay up-to-date with industry trends and best practices, applying knowledge to improve services and processes.


Requirements:

  • Bachelor's degree in Accounting, Finance, or related field.
  • At least 3 years of experience in a similar role.
  • Excellent knowledge of financial services and accounting principles.
  • Proficiency in MS Office and accounting software.
  • Excellent organizational and time management skills.
  • Ability to work independently and as part of a team.
  • Excellent communication and interpersonal skills.


Benefits:

  • Competitive salary.
  • Flexible working hours.
  • Professional development opportunities.
  • Health and dental benefits.