Join the Team

Virtual Assistant to Financial Advisor
(1099 Contractor)

The Virtual Assistant will provide administrative and client-support services to a financial advisor. This role is designed as a flexible, entry-level opportunity for individuals seeking to work remotely while learning about the financial services industry. It offers room for growth, including potential pathways to a full-time financial advising role or the opportunity to support podcast and marketing.

The role involves preparing client materials, processing paperwork, managing schedules and ensuring a smooth workflow. The successful candidate will work 4–10 hours per week, with scheduling flexibility to accommodate personal and family obligations.

Key Responsibilities and Duties

Client Interaction:

  • Respond to client inquiries via email or phone in a timely and professional manner.

  • Schedule meetings and prepare necessary client materials.

Administrative Support:

  • Perform data entry and ensure accuracy in client records and CRM systems.

  • Draft, review, and organize correspondence and documentation.

Paperwork and Compliance:

  • Process financial paperwork, including account setup and asset transfers.

  • Collaborate with financial institutions to ensure timely and accurate handling of forms.

  • Adhere to industry regulations and maintain compliance documentation.

Problem-Solving:

  • Identify and address issues as they arise, offering efficient solutions to keep workflows on track.

Learning and Growth:

  • Gain familiarity with financial services processes and tools.

  • Explore opportunities for professional development within the financial advising field.

Role Requirements

  • Strong organizational and time-management abilities.

  • Excellent written and verbal communication skills.

  • Attention to detail and commitment to accuracy.

  • Ability to work independently and meet deadlines.

  • Previous experience with financial industry paperwork (e.g., account forms, transfers) is preferred but not required; training will be provided.

  • Availability for 4–10 hours per week with scheduling that accommodates family or personal commitments.

  • Background and credit check are required given the confidentiality of the job.

    To apply, please email info@mefinancial.net or using our contact form.

  • Note: This is a 1099 independent contractor role and does not include employee benefits.

About Me Financial

Me Financial is an independent, fee-based financial advisory firm specializing in alternative investments. Located in Phoenix, AZ, we help clients diversify into alternative assets like real estate.

We prioritize integrity, empathy, and innovation in every interaction, fostering lasting relationships with our clients.

As a woman-owned business, we're proud to serve a diverse clientele, regardless of race, religion, sexual orientation, or background. We understand the importance of work-life balance and strive to create a supportive and inclusive work environment.