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Virtual Assistant

Sales Support Assistant

Confidential employer

Posted 10/6/2026Rate visible after sign-upSource: Curated from source
Trello
Microsoft Excel
Google Drive
Virtual Assistant
About the Role

We are a growing financial services business based in Vancouver, Canada, looking for a Virtual Assistant to join our team on a long-term basis. You will work closely with 2-5 sales agents.

WHAT YOU WILL DO:

  • Daily administrative Support: prepare sale applications, forms, paperwork, and submit it. Check processing status online or call investment/insurance companies. Resolve any delays.
  • Weekly report of recent sales.
  • Maintain and organize folders and files.
  • Occasionally email clients, insurance, or investment companies

MUST HAVE SKILLS:

  • Organized and detail-oriented
  • English level can be intermediate but communication MUST be clear and concise.
  • Basic use of computer, spreadsheets, internet

NOTES:

  • You do not need to have experience in financial services. We will provide training.
  • Work hours are Vancouver, Canada, Pacific Time 9am - 5pm or Philippines 12am - 8am.

TO APPLY:
Tell me about yourself, whatever you want.
Current work?
Any previous administrative experience?
What are your hobbies or interests?

ABOUT ME
I am a to-the-point person. Less is more. No need to fluff up resume to make it look bigger.

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