Virtual Assistant (Remote – South Africa)

Finberty uses science to help financial advisers develop great teams, get leads, and connect with clients in a way that works. We focus on efficiency and effectiveness by providing the right tools and resources to help advisors thrive in a competitive market.

Our mission is simple: to simplify complex financial processes and empower advisors to succeed.

At Finberty, we think that the secret to succeeding in the cutthroat financial services industry is efficiency, clarity, and innovation. We empower advisors with intuitive tools, actionable insights, and strategic support, so they can focus on what truly matters: helping clients achieve their financial goals.

We are a progressive organization with a culture centered on creativity, teamwork, and ongoing development. Our team is passionate about leveraging technology to create meaningful impact in the financial sector.

✨ Role Description

We’re looking for a full-time Virtual Assistant (Remote) to join our growing team.

As a Virtual Assistant at Finberty, you will:

• Manage administrative tasks and scheduling.
• Coordinate virtual and in-person meetings.
• Support client communications and email management.
• Assist with lead generation initiatives.
• Handle data entry, maintain accurate records, and update databases.
• Conduct basic research to support team needs.

This is a dynamic role that requires a proactive, organized, and detail-oriented individual.

🎯 Qualifications

We’re seeking someone who brings both skills and the right attitude.

Essential skills:

• Strong administrative abilities (scheduling, meeting coordination).
• Excellent written and verbal communication skills.
• Proficiency in email management and client interaction.
• Data entry and record maintenance experience.
• Basic research and problem-solving abilities.
• Strong organizational and multitasking skills.
• Ability to work independently in a fully remote setup.

Nice-to-have:

• Previous experience in the financial services industry.
• Familiarity with office software (Google Workspace, Microsoft Office, etc.) and virtual communication tools (Zoom, Slack, etc.).
• Bachelor’s degree in Business Administration, Communications, or a related field.

Suggestions for Candidates

It's crucial to highlight your attention to detail and organizational abilities when applying for this virtual assistant position. Emphasize any prior experience you may have in meeting planning, schedule management, or client communication support. Make sure your cover letter and resume highlight your capacity for self-reliance and multitasking in a remote environment.

Additionally, show that you are eager to learn and have a proactive attitude. Your application will stand out if you can demonstrate that you can take initiative, adapt quickly, and add value—even if you lack specific experience in the financial sector. Giving concrete examples of your prior accomplishments, like completed projects, streamlined workflow enhancements, or superior customer service, can greatly increase your chances of getting chosen.

🗓️ A Day in the Life of a Finberty Virtual Assistant

A typical day as a Virtual Assistant at Finberty starts with a quick team check-in via Slack or Zoom, where priorities for the day are discussed. From there, you’ll spend the morning organizing schedules, responding to client emails, and ensuring that meetings are confirmed and prepared with the right documents.

Midday often involves assisting with lead generation activities, updating databases, and following up with clients or prospects. In the afternoon, you may conduct light research, prepare reports for financial advisors, or help coordinate marketing tasks. The day usually wraps up with a review of tasks completed, ensuring all emails are cleared, and setting up the next day’s to-do list. No two days are exactly the same, which keeps the role exciting and rewarding.

🌟 Why Join Finberty?

• 100% remote – work from anywhere in South Africa.
• Be part of a forward-thinking company reshaping how financial advisors succeed.
• Opportunities to grow your career while supporting an innovative business model.
• Collaborative and supportive virtual team environment.

📌 How to Apply

Ready to take the next step? Apply now via the link below:

👉 Submit your application here