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Direct Client Virtual Assistant Jobs in Delaware

M&T Bank

GCM Client Administrator II

Wilmington, DE

$24.87 - $41.45/hr

... * Assist account representative(s) in revenue generating activities by providing appropriate ... with direct client contact Strong focus on customer service and satisfaction Strong verbal and ...

M&T Bank

GCM Client Administrator II

Wilmington, DE · On-site

$24.87 - $41.45/hr

... * Assist account representative(s) in revenue generating activities by providing appropriate ... with direct client contact Strong focus on customer service and satisfaction Strong verbal and ...

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Direct Client Virtual Assistant information

How does a Direct Client Virtual Assistant typically manage communication and collaboration with clients who work in different time zones?

As a Direct Client Virtual Assistant, managing communication across time zones is a common challenge. Most VAs use shared digital tools like project management platforms, cloud-based calendars, and messaging apps to stay organized and responsive. It's standard practice to establish overlapping 'core hours' for real-time communication and clarify expectations regarding response times. Regular check-ins and clear documentation help ensure tasks are completed smoothly, regardless of time differences. This approach fosters trust and reliable collaboration, even when working remotely for clients around the world.

What are Direct Client Virtual Assistants?

Direct Client Virtual Assistants are professionals who provide administrative, technical, or creative support to clients remotely, usually working directly for the client rather than through an agency. Their tasks may include scheduling, email management, research, data entry, and more, depending on the client’s needs. Working directly with clients allows Virtual Assistants to build stronger relationships and tailor their services to specific requirements. This role often requires excellent communication, organizational skills, and proficiency with digital tools.

What are the key skills and qualifications needed to thrive as a Direct Client Virtual Assistant, and why are they important?

To thrive as a Direct Client Virtual Assistant, you need strong organizational abilities, excellent written and verbal communication, and proficiency in administrative tasks, often supported by experience or a relevant certification. Familiarity with tools like Google Workspace, Microsoft Office, project management platforms (e.g., Asana, Trello), and communication systems such as Slack or Zoom is typically required. Outstanding time management, problem-solving, and interpersonal skills help you stand out in supporting clients remotely. These skills ensure tasks are completed efficiently, client needs are met proactively, and professional relationships are maintained, which is vital for client satisfaction and long-term success.
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Direct Client Virtual Assistant jobs near you
GCM Client Administrator II

GCM Client Administrator II

Wilmington Trust

Wilmington, DE

$24.87 - $41.45/hr

Full-time

Re-posted yesterday

Job description

Overview:

Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients.  Supports less experienced account relationship managers with limited supervision.  May serve as administrator for medium to large (as defined by business) and/or highly complex clients.  Serves as point of contact for client regarding daily administration.  Maintains daily contact with clients to address general inquiries and/or facilitate client requests.  Processes all related transactions, including collecting critical documents, processing cash disbursements, trades and account balances, establishing new accounts and facilitating client requests for discretionary distributions and trust terminations.  Ensures proper administrative management for accounts under responsibility.

Primary Responsibilities:
  • Oversee client relationships, making appropriate recommendations for routine internal business activities.
  • Assist account representative(s) in revenue generating activities by providing appropriate recommendations, preparing documents for and participating in meetings.  Manage daily implementation of client strategies.
  • Foster client relationships with assigned client base, serving as primary point of contact for the client; make recommendations for services to correct and/or enhance the client experience.  Resolve problems and respond to client requests in a timely manner.
  • Manage relationships with internal and external service partners; assess issues requiring immediate attention in a timely manner and work to resolve all other issues through the normal course of business utilizing available resources. 
  • Develop and maintain industry knowledge applicable to the business and demonstrate the ability to articulate that knowledge internally and externally.  Remain current on industry news applicable to the line of business.
  • Demonstrate an in-depth knowledge of corporate policies and procedures related to the administrative role.
  • Provide and maintain appropriate levels of controls to minimize losses.
  • Provide effective support of team members. 
  • Understand and adhere to the Company's risk and regulatory standards, policies and controls in accordance with the Company's Risk Appetite.  Identify risk-related issues needing escalation to management.
  • Promote an environment that supports belonging and reflects the M&T Bank brand.
  • Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
  • Complete other related duties as assigned.
Scope of Responsibilities:

The position may provide guidance to less experienced personnel or other staff.

Education and Experience Required:

Combined minimum of 4 years' higher education and/or work experience, including a minimum of 1 year relevant work experience with direct client contact

Strong focus on customer service and satisfaction

Strong verbal and written communication skills

Education and Experience Preferred:

Bachelor's degree focused on Finance, Business, Economics or Accounting and a minimum of 1 year relevant work experience with direct client contact

CCTS (Certified Corporate Trust Specialist) certification if corporate trust focus

Strong skills in pertinent software applications, with ability to learn new applications

Experience working in a team environment

Strong interpersonal skills with ability to build significant level of trust with clients

Self-confident

Proven ability to work well with highly capable and successful individuals

Strong analytical ability

Demonstrated ability to develop strong working relationships with administrative support areas appropriate to the business unit 

Experience contributing to positive working relationships and maintaining integrity and professionalism

M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $24.87 - $41.45 Hourly (USD). The successful candidate's particular combination of knowledge, skills, and experience will inform their specific compensation.Location:Wilmington, Delaware, United States of America

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