Hybrid Virtual Assistant – Content, Marketing, Admin & CRM Support

Client Overview

The founder of a Financial Group focused on helping entrepreneurs, immigrants, startup founders, and insurance professionals grow financially and personally through coaching, leadership development, financial education, and business mentorship.

Position Summary

We are looking for a highly organized, tech-savvy, and proactive Virtual Assistant with experience in marketing support, content management, CRM systems, administrative support, and lead generation. The ideal candidate should be comfortable working in a fast-paced entrepreneurial environment and capable of handling multiple responsibilities across coaching, insurance, SaaS/CRM marketing, and online community support. This role will initially focus on Wealth Mastery, with the possibility of expanding into support for Velmora Financial Group and other future projects.

Core Responsibilities