Job Description

Job Description

Job Description

About ROffice

ROffice is a platform connecting financial advisors with experienced professionals who provide fractional administrative and operational support. As we continue to expand, we are seeking Virtual Assistants to join our network of providers, offering essential administrative services to advisors who contract with us for support.

Position Overview

As a Virtual Assistant on the ROffice platform, you will work as an independent contractor, providing fractional administrative support to financial advisors. This role is ideal for experienced administrative professionals looking to work remotely, set their own schedules, and leverage their skills in a flexible, client-focused environment.

Key Responsibilities

• Provide administrative support to financial advisors, including paperwork preparation, scheduling meetings, general office management and managing calendars.
• Perform data entry and maintain accurate records in client systems.
• Assist with clerical duties such as organizing digital files and managing email correspondence.
• Communicate with advisors and their clients professionally to facilitate smooth operations.
• Maintain confidentiality and adhere to compliance best practices when handling sensitive information.

Qualifications

• Experience as a Virtual Assistant, Administrative Assistant, or Office Manager (financial services experience preferred but not required).
• Strong computer literacy, with proficiency in Microsoft Office/Google Suite and other office software.
• Excellent organizational and time management skills with the ability to handle multiple tasks.
• Strong attention to detail, particularly in data entry.
• Ability to work independently while supporting multiple advisors efficiently.

Why Join ROffice as a Virtual Assistant?

• Contract-based work with flexible scheduling.
• Be part of a growing network of professionals providing fractional support to financial advisors.
• Gain financial industry experience by working directly with advisors and RIAs.
• Work remotely.

If you are an organized, tech-savvy professional looking for a flexible remote opportunity, we encourage you to apply to be a Virtual Assistant on the ROffice platform!

Job Types: Full-time, Part-time, Temporary, Contract

Pay: From $25.00 per hour

Expected hours: 5 – 40 per week

Schedule:

• No nights
• No weekends

Location:

• United States (Required)

Work Location: Remote

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