Virtual Assistant

• Handle inbound and outbound client calls using Agency Blocks phone platform and VOIP system
• Screen and route calls appropriately; take detailed messages
• Follow up with clients as needed to ensure no missed opportunities or delayed responses
• Maintain professional communication with clients regarding wills, trusts, social security planning, and health planning services

• Manage business email communications and correspondence
• Prepare and distribute bi-weekly/tri-weekly agency communications to clients
• Maintain organized email records and documentation

• Conduct database cleanup and maintenance tasks, including:
• Removing deceased clients from active records
• Identifying and managing clients who have transitioned to different plans
• Updating client information and policy status
• Support pipeline management and data accuracy

• Proven experience in administrative support, customer service, or similar role
• Strong English proficiency (minimum intermediate level; clear communication essential for client-facing interactions)
• Proficiency with CRM platforms and/or database management software
• Ability to work independently with strong time management skills
• Reliable internet connection and quiet workspace required
• Comfortable with VOIP phone systems and basic technology platforms
• Professional demeanor and attention to detail

• Fixed Schedule: Must maintain consistent 4-hour daily shift in Eastern Standard Time (8:00 AM – 12:00 PM EST or similar block)
• Time Zone: Eastern Standard Time required for role consistency and productivity monitoring
• Reliability: Consistent availability; schedule flexibility negotiable after initial probationary period once trust is established
• Exclusivity Agreement: Candidates hired through this recruitment process may only be hired through Distro; direct hiring is not permitted

• Flexible work-from-home arrangement
• Clear, defined responsibilities with potential for role expansion
• Opportunity to grow with a thriving financial services practice
• Professional work environment with supportive leadership
• Payment of $500 due upon start date; recurring monthly thereafter on the same date

Originally posted on Himalayas