Join Veta Virtual as an Operations Assistant – Tax & Financial Services!

Are you passionate about organization, precision, and delivering exceptional support? Veta Virtual is hiring! Work remotely with a leading US-based tax and accounting company, ensuring client satisfaction and seamless operations.

About Us:

At Veta Virtual, we deliver tailored business support across industries like e-commerce, healthcare, and financial consulting. Since 2021, our people-first approach has built strong client relationships and driven excellence. Join our growing, mission-driven team!

Your Role:

In this role, you’ll be at the forefront of supporting high-net-worth clients and businesses, ensuring effective communication and flawless execution of administrative and operational tasks. Your responsibilities include:

Client Coordination: Proactively contact clients to gather necessary documentation, such as personal bank statements and business meeting details, to support tax strategies.
Administrative Support: Handle general administrative tasks that facilitate smooth tax planning and execution processes.
Calendar Management: Maintain and organize the tax calendar, including scheduling calls and tracking deadlines.
Discovery Call Assistance: Participate in discovery calls to take notes, manage follow-up tasks, and assist in client onboarding activities.
Marketing & Sales Support: Over time, assist in prequalifying leads, conducting discovery calls, and supporting marketing efforts.

What You’ll Need:

2+ years in a relevant role such as administrative assistance, client coordination, or financial services support.
Prior experience working with financial services clients or high-net-worth individuals, demonstrating a high level of discretion and professionalism.
Proficiency in managing calendars, scheduling tools, and familiarity with handling confidential documents.
Exceptional verbal and written communication skills, maintaining a professional and approachable tone.
Strong organizational skills with a focus on accuracy, especially when managing sensitive client information.
Proven ability to handle confidential reports and documents with integrity.

What We Offer:

Competitive Salary: $1,000–$1,100 USD per month, depending on experience.
Flexible Work Environment: Fully remote role with an 8-hour shift (Monday–Friday) based on US EST.
Paid Time Off: 3 weeks of PTO plus US holidays to support work-life balance per year.
Supportive Culture: Be part of a mission-driven team dedicated to excellence and collaboration.

Our Values:

Growth Mindset: Turning challenges into opportunities.
Fearless Integrity: Acting with honesty and transparency.
Execution Excellence: Striving for the highest quality.
Compassionate Connection: Building meaningful relationships.
Reliability and Trust: Being dependable and responsible.

Ready to Make an Impact?

Apply today and join our dynamic, growth-focused team at Veta Virtual. We’ll review your application and respond within 1–3 business days.