Virtual Chat Assistant

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.

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