Top 5 Virtual assistant Jobs in Boca Raton, Fl

Associate, Concorde Virtual Assistant (CVA) Program
Concorde Investment Services —Boca Raton, FL
- $60,000 - $70,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Continuous improvement
- Health savings account
- Health insurance
Quick Apply
Part-time Personal Assistant Opening – Private Family Palm Beach, FL (Hybrid – In-Person & Remote)
Lily Pond Services —Palm Beach, FL
- Part-time
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- 5 years
IRA & Roth Conversion Specialist – Associate, Concorde Virtual Assistant (CVA) Program
Concorde Investment Services —Boca Raton, FL
- $80,000 - $95,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Mid-level
- Office
- Health savings account
- Health insurance
Quick Apply

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virtual assistant jobs near boca raton, fl

Associate, Concorde Virtual Assistant (CVA) Program

Concorde Investment Services -
Boca Raton, FL

Quick Apply

Job Details

Full-time
$60,000 - $70,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

Employee relationship building

Full Job Description

Overview

The Associate, Concorde Virtual Assistant (CVA) Program plays a key role in delivering a high-quality, scalable service experience to financial professionals across the firm. This position supports advisors through new business processing, account transitions, training, and ongoing operational support.

This individual is expected to operate with a strong service mindset, take ownership of outcomes, and contribute to a consistent, efficient, and professional experience across all advisor interactions.

Location & Work Structure

This position is based in Boca Raton, Florida. The role will begin remotely and transition to regular in-office collaboration once the office is operational. Candidates must be located in or willing to relocate to the Boca Raton area. This will not permanently be a remote or hybrid role.

Key Responsibilities

Advisor Support & Service Delivery

Serve as a primary point of contact for assigned advisors, supporting new business, transitions, and day-to-day operational needs
Respond to inquiries from field offices and home office staff with accuracy, professionalism, and urgency
Ensure timely and thorough resolution of requests, maintaining a high standard of service delivery
Proactively identify issues and drive solutions, escalating when appropriate

New Business & Transitions

Support the processing and submission of new business across multiple product lines and platforms
Assist advisors with onboarding and transition workflows, ensuring a smooth and efficient experience
Monitor submissions for completeness and accuracy, helping reduce NIGO and processing delays
Partner with internal teams to resolve issues impacting business flow

Training & Advisor Enablement

Train financial professionals and their staff on firm systems, workflows, and best practices
Provide ongoing guidance to improve adoption of new business and transition tools
Reinforce expectations around submission quality, documentation, and process adherence

Relationship Management

Build and maintain strong relationships with assigned advisors and their teams
Conduct proactive outreach to support advisor engagement and ensure alignment with firm expectations
Act as a trusted operational partner to advisors, helping them navigate processes efficiently

Operational Execution

Accurately process a high volume of requests across multiple systems and business lines
Maintain strong attention to detail in all data entry and documentation
Support incoming calls and general service requests as needed
Contribute to process improvements and operational efficiencies

Team Collaboration

Work collaboratively across Operations, Compliance, and other internal teams to resolve issues
Support a team-first environment by sharing knowledge, assisting peers, and contributing to overall team success
Participate in special projects and initiatives as assigned

Qualifications & Skills

Strong service orientation with a commitment to delivering a high-quality advisor experience
Excellent verbal and written communication skills
High attention to detail and accuracy
Ability to prioritize, manage multiple tasks, and meet deadlines in a fast-paced environment
Strong problem-solving skills with the ability to think critically and act proactively
Ability to work both independently and collaboratively
Adaptability and comfort operating in a growing and evolving organization
Proficiency with systems and technology; ability to learn new platforms quickly

Licensing Requirements (Preferred)

Securities Industry Essentials (SIE) preferred
Series 99 or Series 7 preferred, or willingness and ability to obtain within 6–12 months of hire
Candidates who currently hold active licenses are strongly preferred

Core Competencies

Ownership & Accountability - Takes responsibility for outcomes and follows through on commitments
Advisor Experience Focus - Delivers consistent, high-quality service that supports advisor success
Execution & Efficiency - Manages workload effectively while maintaining accuracy and timeliness
Collaboration - Works effectively across teams and contributes to a positive team environment
Adaptability - Remains flexible and effective in a dynamic, evolving organization

Additional Notes

This role supports a national advisor base and may require flexibility in handling varying volumes and priorities
Success in this role is measured by service quality, responsiveness, accuracy, and advisor satisfaction

Pay: $60,000.00 - $70,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Vision insurance

Ability to Commute:

Boca Raton, FL 33486 (Required)

Work Location: In person

Quick Apply

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virtual assistant jobs in boca raton, fl

Associate, Concorde Virtual Assistant (CVA) Program

Part-time Personal Assistant Opening – Private Family Palm Beach, FL (Hybrid – In-Person & Remote)

IRA & Roth Conversion Specialist – Associate, Concorde Virtual Assistant (CVA) Program

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