Company Description

Magnolia Wealth Strategies is a comprehensive financial guidance firm dedicated to offering a wide range of financial solutions to individuals, families, and businesses. Our mission is to help clients secure their futures, protect their loved ones, and make a positive impact in the communities we serve. With over 120 financial professionals, we bring the experience and expertise needed to craft personalized solutions that help our clients achieve their financial goals.

Role Description

We are seeking a part-time Virtual Assistant to join our team remotely at Magnolia Wealth Strategies. In this role, you will be responsible for providing crucial administrative support, managing calendars, organizing documents, and handling correspondence. Additionally, you will assist with client communications, schedule appointments, and coordinate meetings.

Qualifications

• Proven experience in administrative support, calendar management, and document organization

• Excellent communication and interpersonal skills

• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)

• Experience with client communications and appointment scheduling

• Ability to work independently and efficiently in a remote setting

• Strong attention to detail and organizational skills

• Previous experience in the financial services industry is a plus

• Associate degree or equivalent experience preferred

ence in related field

Magnolia Wealth Strategies, a MassMutual firm jobs

Virtual Assistant