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Role Overview:
- Support a Maryland-based financial-wellness company as a remote client-facing VA.
- Focus on credit consultations, client education, and follow-ups.
- Schedule: 40 hours/week, Mon–Fri, 9 AM–5 PM EST.
Responsibilities:
- Conduct intake calls and review credit reports with clients.
- Lead Zoom consultations and explain credit concepts.
- Manage follow-ups, scheduling, and client documentation.
Requirements:
- Excellent English and strong client communication skills.
- Credit report or financial services experience preferred.
- Familiarity with CRM, Zoom, and Google Workspace preferred.
20four7VA
20four7VA is a virtual assistant agency connecting offshore independent contractors with clients worldwide, primarily in developed markets. It provides contractors with free training, constant support, and a vibrant community.