Financial Executive Assistant

$500 - 1200 / Per Month
Full Time
May 14, 2021

Job Overview

Lockbox is a growing investment firm and we are looking for a Virtual Assistant to grow with us by providing administrative support to our team while working remotely.

As a Virtual Assistant, you will perform various administrative tasks, including answering emails, scheduling meetings and making travel arrangements, editing spreadsheets and a variety of other tasks. For this role, a strong Internet connection with at least 50mbps download speed is required, along with experience using communication tools like zoom. 2 computer screens required.


Respond to emails and phone calls

Schedule meetings

Prepare customer spreadsheets and keep online records

Organize managers’ calendars

Perform market research

Filing of documents

Create presentations, as assigned

Create and maintain complex spreadsheets and familiar with google sheets

Make social media postings

Perform various other personal assistant tasks


Proven experience as a Virtual Assistant or relevant role

Familiar with quickbooks and accounting

Know how to read a financial statement

Have made a purchase of Stocks of a company or purchased crypto currency before

Able to problem solve and communicate

Familiarity with current technologies, like desktop sharing, cloud services and VoIP

Strong experience with word-processing software and spreadsheets (google spreadsheets, formating, formulas)

Able to type at least 50 words per minute

Strong English proficiency to be able to write for social media postings

Knowledge of online calendars and scheduling Google Calendar)

Excellent phone, email and instant messaging communication skills

Excellent time management skills

Solid organizational skills

bachelor degree diploma; additional qualifications as an Administrator or Executive Assistant are a plus

Work part time from 8.30-5.30 Pacific Standard time.

$5-8/hour depending on experience

Skills Required

  • Admin Assistant
  • Data Entry
  • Email Management
  • Project Coordinator
  • Speaking
  • Writing
  • Copywriting
  • Creative Writing
  • Accounting
  • Financial Analysis
  • Financial Management
  • Other Project Management
  • Appointment Setter
  • Personal Assistant
  • Quickbooks
  • Investment Researching

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