Cpt - 9675 Financial Planning Support VA - Remote Eligible

CPT-9675 Financial Planning Support Va

Required Service: Business Support Va Requested Experience Tier Level: Junior - Senior Level Min. Hours/Week: 10 Hours/Week Shift Time Zone: EST Shift Hours: 10am -12pm Est Shift Days: M-F Number of Va's: 1 Gender Preference: N/A Languages Spoken/Preference: English Accent Preference: Neutral Region Preferences: N/A

About the Client A well-established, fee-only financial planning and consulting firm providing investment management, tax planning, and comprehensive financial advisory services. The firm has been operating for over 35 years and is seeking a part-time virtual assistant to support back-office operations and client preparation.

Position Overview The virtual assistant will provide back-office support to the financial planning team by handling data entry, preparing client files, editing AI-generated meeting notes, and managing follow-ups. This is not a phone-based administrative role; it requires familiarity with financial concepts and the ability to learn and master specific financial software tools.

Key Responsibilities

• Input and manage data across financial software platforms, including:
• Lacerte (Intuit – tax program)
• Holistiplan (tax planning tool)
• Advyzon (CRM and investment program)

Qualifications

• Background in finance, accounting, or related field (preferred).
• Understanding of basic tax concepts and investment terminology.
• Strong data entry and organizational skills.
• Ability to quickly learn and master financial software systems.
• Excellent written English for editing notes and drafting client communications.
• Detail-oriented, proactive, and reliable.
• Prior remote/virtual assistant experience is a plus.

Start Date

• Target Start: October 1, 2025

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By submitting your application, you acknowledge that this opportunity is for an independent contractor engagement and not an offer of employment. All applications will be reviewed based on alignment with client needs, qualifications, and availability. If selected, a member of our team will reach out to discuss next steps and potential client matching.

We look forward to reviewing your application and potentially working with you on future client engagements!