Virtual Assistant for Financial Advisors (Entry-Level)

About the Company

HSBC is one of the world’s largest banking and financial services organisations. We serve more than 40 million customers worldwide through a network that covers 64 countries and territories, providing a comprehensive range of financial services including retail banking, commercial banking, global banking and markets, and private banking. Our purpose is to open up a world of opportunity for our customers, communities, and planet.

Job Description

Are you highly organised, detail-oriented, and looking to kickstart your career in the financial services industry? HSBC is seeking a motivated and enthusiastic Entry-Level Virtual Assistant to provide essential administrative and operational support to our team of dedicated Financial Advisors. This 100% remote role offers a fantastic opportunity to gain invaluable experience in a dynamic global institution. You will play a crucial part in ensuring our advisors can focus on delivering exceptional service to clients by managing their schedules, preparing documents, and handling various administrative tasks with precision and efficiency.

Key Responsibilities

• Manage and maintain advisors' calendars, including scheduling client meetings and internal appointments.
• Prepare and format client-facing documents, reports, and presentations using Microsoft Office Suite.
• Assist with data entry and maintenance of client records in our CRM system, ensuring accuracy and confidentiality.
• Handle email correspondence and general administrative inquiries on behalf of advisors.
• Organise and store digital files and documents in an efficient and accessible manner.
• Coordinate communication between advisors and internal departments or external partners.
• Support the preparation for client reviews and follow-up actions.
• Learn and adapt to new financial tools and software as required.

Required Skills

• Excellent written and verbal communication skills.
• Strong organisational and time management abilities.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint).
• High level of attention to detail and accuracy.
• Ability to work independently and as part of a virtual team.
• Proactive attitude and willingness to learn.
• Basic understanding of confidentiality and data security.

Preferred Qualifications

• A-Levels or equivalent qualification.
• Prior experience in an administrative or customer service role (even non-financial).
• Familiarity with CRM software.
• Basic knowledge of financial terminology or an interest in financial services.

Perks & Benefits

• Competitive salary and performance-based bonuses.
• Comprehensive health and wellness programmes.
• Generous pension scheme.
• Opportunities for professional development and career growth within a global organisation.
• Employee assistance programme.
• Flexible 100% remote work arrangement.
• Access to internal training modules on financial products and services.

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