DescripciónDescriptionWe’re hiring a part-time, bilingual Virtual Assistant to support a boutique financial planning firm based in Puerto Rico. This is a remote-first position with occasional in-person workdays in San Juan, as needed. We’re looking for someone who is a self-starter, fluent in English, and comfortable managing multiple tasks at once. Your primary responsibilities will focus on client service and underwriting support, including onboarding new clients, preparing documents, and ensuring a smooth and professional experience throughout the process. The role pays $15/hour for 20 hours per week, with a flexible schedule.
Requisitos RequirementsThe ideal candidate is fluent in both English and Spanish, has prior experience in administrative support (preferably in financial services), and is highly organized and proactive. You should be comfortable using Microsoft 365 (Outlook, SharePoint, Word, Excel), Zoom, and Adobe Acrobat. Strong communication skills, attention to detail, and the ability to work independently are essential. To apply, send your resume and a short message explaining why you’re a great fit to: asistentevirtualentrevista@gmail.com
BeneficiosBenefits PackageThis is a great opportunity for someone who values flexibility, meaningful work, and a supportive environment. You’ll be part of a mission-driven team that helps individuals and families build financial clarity and confidence. We offer a collaborative and respectful work culture, opportunities to grow your skills, and the chance to make a real impact in people’s lives.
