Personal Assistant - (Financial Sector - ZR_19838_JOB)

This is a remote position.

• Total hours: 40 hours per week or 8 hours per day
  
• Monday - Friday
  
• 8:00 AM - 4:00 PM Atlanta, GA time 
  
• With 30-minute paid break in between
  
  

Overview
Provide comprehensive administrative support to the Chief Operating Officer responsible for operations and sales, with a particular emphasis on managing and developing financial-sector client accounts. The role includes coordinating schedules, supporting sales activities, and helping streamline ongoing operational processes.

Key Responsibilities

• Manage the COO’s day-to-day calendar, schedule client meetings (especially with financial-industry prospects), and handle travel logistics.
  
• Track and update sales pipelines, client databases, and operational metrics.
  
• Coordinate and prepare sales decks, proposals, contracts, and financial statements for prospect/client meetings.
  
• Assist in maintaining client relationships by scheduling follow-up calls, sending updates, and collecting feedback.
  
• Oversee operational workflows and ensure all deadlines, deliverables, and action items are addressed.
  
• Draft reports, coordinate with cross-functional teams, and provide prompt updates to key stakeholders.
  

Requirements

Qualifications & Skills

• Strong organizational, multitasking, and time-management capabilities.
  
• Familiarity with sales processes and financial-sector terminology; willingness to learn is essential.
  
• Proficiency in CRM systems, spreadsheet software, and other sales/operations platforms.
  
• High degree of accuracy and discretion in handling sensitive financial data.
  
• Excellent communication and interpersonal skills for client-facing interactions
  

• HMO Coverage for eligible locations
  
• Permanent work from home
  
• Immediate hiring
  
• Steady freelance job