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Direct Client Virtual Assistant Jobs in Maine (NOW HIRING)

You'll be supported by our Clinical Director, Vet Support team, and a streamlined platform that ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

You'll be supported by our Clinical Director, Vet Support team, and a streamlined platform that ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

You'll be supported by our Clinical Director, Vet Support team, and a streamlined platform that ... These tools assist our recruitment team but do not replace human judgment. Final hiring decisions ...

Direct Care/PSS/CNA

Bangor, ME · On-site

$14.75 - $18.25/hr

Supporting mobility and ensuring client safety in their home. Please Note: Our care providers do ... (Certified Nursing Assistant) * PSS (Personal Support Specialist) * DSP (Direct Support ...

Showing results 21-40

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 is a direct client virtual assistant?

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?

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.
What are popular job titles related to Direct Client Virtual Assistant jobs in Maine? For Direct Client Virtual Assistant jobs in Maine, the most frequently searched job titles are:
What job categories do people searching Direct Client Virtual Assistant jobs in Maine look for? The top searched job categories for Direct Client Virtual Assistant jobs in Maine are:
What cities in Maine are hiring for Direct Client Virtual Assistant jobs? Cities in Maine with the most Direct Client Virtual Assistant job openings:

Client Services Coordinator- White Pine Wealth Management

Hightower

Falmouth, ME • On-site

$55K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 16 days ago


Job description

Your Future Team
White Pine Wealth Management is a team of 10 professionals servicing $1B+ in assets as of March 2026. We are based in Falmouth, Maine.The Client Service Coordinator serves as the first point of contact for clients, visitors, and business partners and plays a critical role in delivering an impactful client experience. This position is responsible for managing incoming communications, coordinating advisor schedules, facilitating client review meetings, preparing meeting materials, and providing administrative support to Advisors and Client Service Associates.The Client Service Coordinator serves as a key operational resource, helping ensure efficient office workflows, seamless client interactions, and effective support for the advisory and client service teams.
What You'll Do
This position is ideal for an individual who enjoys working with people, possesses organizational skills, and thrives in a collaborative, client-centered financial services environment.
Client Experience & Reception
  • Serve as the primary point of contact for clients, visitors, and business partners, creating a welcoming and professional office environment.
  • Answer and direct incoming phone calls, emails, and other inquiries in a courteous and timely manner.

Calendar & Meeting Coordination
  • Manage advisor calendars and coordinate client review meetings using Schedule Once, Outlook, Salesforce, and other firm-approved scheduling tools.
  • Schedule, confirm, and track client appointments while ensuring accuracy and advisor availability.

Administrative & Operational Support
  • Assist with processing and organizing meeting-related documentation and administrative paperwork.
  • Support Advisors and Client Service Associates with day-to-day administrative tasks and special projects.
  • Maintain and update client records within firm systems, ensuring data accuracy and completeness.
  • Coordinate social media calendar with Office Manager, Marketing team.

Communication & Team Collaboration
  • Facilitate effective communication between clients, advisors, and internal support teams.
  • Collaborate with team members to improve operational efficiency and client service processes.
  • Assist in managing workflow priorities to support business objectives and service standards.

Compliance & Record Management
  • Maintain strict confidentiality of client information and firm records.
  • Adhere to all firm policies, procedures, and regulatory requirements related to client communications, recordkeeping, and data security.
  • Ensure client information and documentation are maintained accurately within firm systems.

What You'll Bring
  • High school diploma or equivalent; associate or bachelor's degree preferred.
  • 2+ years of administrative, client service, reception, or office coordination experience.
  • Organizational, time management, and multitasking skills.
  • Excellent verbal and written communication skills.
  • Proficiency with Microsoft 365, Outlook, Teams, and Zoom
  • Ability to maintain confidentiality and exercise sound judgment when handling sensitive information.
  • Experience in financial services, wealth management, banking, insurance, or professional services environment.

What We Offer
  • Coverage on the first day of employment for medical, dental, and vision insurance
  • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
  • 401k matching plan
  • HSA employer contributions
  • Student loan assistance
  • Pet insurance
  • Base salary of up to $55,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

Hightower's Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER:Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.