Virtual Chat Assistant ? Alexis Fiscal Advisory
Job Type: Remote | Part-Time/Full-Time
Job Overview:
Alexis Fiscal Advisory is seeking a Virtual Chat Assistant to provide real-time support to clients through live chat. You will assist with financial inquiries, appointment scheduling, and general customer service while ensuring an excellent client experience.
Key Responsibilities:
? Engage with clients via live chat, responding to financial service inquiries.
? Provide basic guidance on fiscal advisory services (tax planning, budgeting, financial consulting).
? Assist with appointment scheduling and general administrative tasks.
? Direct complex financial queries to the appropriate advisors.
? Maintain accurate client records and update CRM systems.
? Ensure prompt and professional communication.
Qualifications & Skills:
? Experience in customer service, virtual assistance, or financial services preferred.
? Strong written communication skills with attention to detail.
? Ability to multi-task and handle multiple chat conversations simultaneously.
? Knowledge of basic financial terminology is a plus.
? Proficiency in using live chat software, CRM systems, and Microsoft Office/Google Suite.
? Self-motivated with the ability to work independently in a remote setting.