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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