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Direct Client Virtual Assistant Jobs in Boca Raton, FL

Supportive and collaborative virtual team environment Qualities We Value * Willingness to learn and ... Present benefit programs and assist clients with enrollment * Build and maintain strong client ...

EXECUTIVE ASSISTANT ARC Group has an immediate opportunity for an Executive Assistant with a direct client in their Ft. Lauderdale, FL offices. The Executive Assistant will report to and assist the ...

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Direct Client Virtual Assistant information

See Boca Raton, FL salary details

$10

$23

$32

How much do direct client virtual assistant jobs pay per hour?

As of Sep 1, 2026, the average hourly pay for direct client virtual assistant in Boca Raton, FL is $23.15, according to ZipRecruiter salary data. Most workers in this role earn between $19.38 and $26.01 per hour, depending on experience, location, and employer.

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.

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 popular job titles related to Direct Client Virtual Assistant jobs in Boca Raton, FL?

For Direct Client Virtual Assistant jobs in Boca Raton, FL, the most frequently searched job titles are:

What job categories do people searching Direct Client Virtual Assistant jobs in Boca Raton, FL look for?

The top searched job categories for Direct Client Virtual Assistant jobs in Boca Raton, FL are:

What cities near Boca Raton, FL are hiring for Direct Client Virtual Assistant jobs?

Cities near Boca Raton, FL with the most Direct Client Virtual Assistant job openings:

Client Services & Advisor Support

Fort Lauderdale, FL • On-site

Z Wealth Solutions
Finance and Insurance • 1 - 10 employees

$60K - $70K/yr

Other

Posted yesterday

New


Job description

Summary:

This role supports a fast-paced wealth management and life insurance practice by

ensuring smooth daily operations, exceptional client service, and accurate processing of insurance

applications. This role blends administrative support, CRM management, advisor assistance, and

direct client interaction to help maintain a high-quality, compliant client experience.


Key Responsibilities

  • Provide day-to-day administrative support to wealth management and life insurance advisors.
  • Manage and maintain CRM records, workflows, task tracking, and client data integrity.
  • Prepare, submit, and follow up on life insurance applications, including requirements, underwriting updates, and carrier communication.
  • Assist with scheduling, client onboarding, policy delivery, and ongoing service requests.
  • Serve as a primary point of contact for clients, delivering warm, responsive, and professional service.
  • Coordinate with carriers, vendors, and internal teams to ensure timely processing and issue resolution.
  • Support compliance requirements through accurate documentation, recordkeeping, and communication.
  • Assist with basic reporting, client reviews, and operational projects as needed.


Required Experience & Skills

  • Prior experience in a wealth management, financial planning, or insurance o􀆯ice.
  • Hands-on experience assisting life insurance advisors and processing life insurance applications.
  • Strong CRM management skills .
  • Excellent client service and communication abilities.
  • High attention to detail, accuracy, and follow-through.
  • Ability to manage multiple priorities in a deadline-driven environment.
  • Familiarity with insurance carriers, underwriting processes, and financial services terminology.


Work Location: This role may be performed in-office, hybrid, or remotely, but will be expected to

complete an initial in-office training and onboarding period before eligibility to a different work

arrangement.


Annual Salary: Starting salary will range from $60K-70K, based on experience and qualifications.