Virtual Assistant

*Overview*
I am looking for a highly capable Virtual Assistant who has strong financial planning knowledge alongside traditional VA skills. This is a remote support role requiring both administrative excellence and financial competence.
*Essential Skills & Experience*

• Solid understanding of financial planning concepts

• Strong financial modelling capability

• Advanced Excel skills (formulas, financial functions, data analysis, modelling)

• Ability to analyse and interpret financial data

• High attention to detail

• Excellent written and spoken English

• Discreet and trustworthy with confidential information
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*Key Responsibilities*

• Build and update financial models and projections

• Assist with budgeting and forecasting tasks

• Analyse financial data and prepare reports/summaries

• Organise financial documentation

• Calendar and inbox management

• Research and data ga...