Virtual Assistant

Virtual Assistant (Insurance & Corporate Solutions)
Employment Type: Part-Time / Full-Time (Minimum 5-6 hours per day)
Duration: Long-Term (Our long-term goal is to have a Virtual Assistant who can support us in various aspects of our business operations. While the list below outlines our ideal expectations over time, applicants do not need to possess all these skill sets initially. We are open to learning and growing together.)

About Us
We specialize in corporate solutions and employee benefits, providing tailored insurance and financial solutions to businesses and individuals. As we expand, we are looking for a highly organized and proactive Virtual Assistant (VA) to support our daily operations and business development initiatives.

Key Responsibilities
(We understand this list looks extensive, but don’t worry—we’ll ease you into the role and provide guidance along the way!)
- Administrative & Business Support
- Efficiently coordinate and schedule appointments to optimize time management.
- Conduct market and competitor research to provide valuable business insights.
- Prepare, update, and maintain visually appealing PowerPoint decks for client presentations.
- Manage birthday reminders and execute personalized outreach to strengthen client relationships.
- Conduct LinkedIn outreach to engage prospects, expand our network, and generate leads.
- Assist in sourcing and selecting corporate gifts for clients and partners as needed.

Preferred Skills (Not mandatory, but good to have. We are open to learning and exploring together with the Virtual Assistant.)
- Website design and maintenance.
- Social media marketing to enhance online presence and engagement.
- SEO optimization to improve search rankings and visibility.
- Graphic design for marketing materials and presentations.
- Content writing for social media, websites, and client outreach.
- Data analytics to track and improve marketing and business performance.
- Lead generation, filtering, and analysis to improve conversion rates.

Who You Are:
- Enjoys working with numbers.
- Highly organized, responsible, and detail-oriented.
- Self-motivated and capable of working independently.
- Proficient in Microsoft Office (Excel, PowerPoint, Word) and Microsoft Teams.
- Open to frequent communication via Teams (essential for guidance, training, and ensuring deliverables meet our expectations).

Selected applicants will be invited for a virtual interview, where we will have the opportunity to understand each other better and assess if we are the right fit to work together.

If you’re looking for a role where you can grow and contribute meaningfully, we would love to hear from you!