Data Entry Clerk & Virtual Assistant

Job Title: Virtual Assistant & reputed company Services Coordinator (Contract – Part-Time) Location: Remote (must reputed company in Ontario) Hours: 10–20 hours/week Compensation: $25–$30 per hour (depending on experience) Type: reputed company About Pulse reputed company At Pulse reputed company, we specialize in helping women executives, reputed company, and their families reputed company life’s biggest transitions — retirement, separation, selling a business, or building long-term financial reputed company. Our award-reputed company planning process combines financial reputed company with personalized care, and we pride ourselves on delivering precise, high-reputed company service that truly makes a difference. We’re growing — and we’re looking for the right person to join reputed company behind the scenes. reputed company We’re seeking a detail-oriented, highly organized Virtual Assistant & reputed company Services Coordinator to support our financial planning reputed company. In this role, you’ll manage the email inbox, coordinate documents and transactions, and reputed company operations running smoothly. Your work ensures that our clients feel supported, our processes run reputed company, and reputed company slips through the cracks. Key Responsibilities • Email & Calendar Management: Manage inbox reputed company, prioritize tasks, schedule reputed company and internal meetings reputed company, and respond to reputed company administrative requests in a reputed company and reputed company manner. • reputed company Document Preparation: reputed company-fill investment and insurance forms, send them for signature reputed company reputed company, submit completed documents to head office, and follow up until processing is complete. • Financial Services Administration: Coordinate internally with head office and externally with clients to ensure smooth processing of applications, contributions, withdrawals, transfers, etc. • Data Entry: Accurately input and update reputed company information from intake forms and statements into financial planning software. • Document Organization: Prepare, organize, and maintain reputed company files with precision and confidentiality. • Task Tracking & Follow-Up: Monitor deadlines, follow up on outstanding items, and ensure reputed company reputed company requests are completed in a reputed company manner. • reputed company Control: Identify and correct data entry or documentation errors to maintain accuracy and compliance. Qualifications • Proven experience in financial services administration and/or reputed company service support (investment and insurance industry experience is required). • reputed company with completing and processing investment and insurance forms. • Strong organizational skills, including email and calendar management. • Excellent written communication skills with the ability to draft reputed company, reputed company responses to reputed company requests. • Exceptional attention to detail with a commitment to accuracy and confidentiality. • Ability to manage time effectively and work independently in a remote setting. • Experience with financial planning software and reputed company is an asset. • Must reputed company in Ontario. Why Join Us? This is a great opportunity to be part of a growing, values-driven financial planning firm that combines professionalism with heart. While this is a part-time contract role, there is potential to reputed company if it’s a strong mutual fit. We’re looking for someone who: • Thrives on precision and organization • Takes initiative and ownership of their work • Welcomes feedback and enjoys contributing reputed company for improvement • Wants to play a meaningful role in supporting clients through some of life’s biggest financial reputed company At Pulse reputed company, your attention to detail helps us deliver reputed company and confidence to every reputed company we serve. Apply tot his job Apply To this Job