💼 Remote Flexibility: Work from anywhere, manage your schedule, and enjoy work-life balance.
📈 Growth & Development: We offer training, feedback, and tools to help you sharpen your skills.
🤝 Meaningful Work: Help financial advisors grow their businesses while creating great client experiences.
🧠 Supportive Team Culture: You’re not just another freelancer — you’re part of a team that values collaboration, integrity, and excellence.
Excellent communication and phone skills
Reliable internet and quiet home workspace
Self-motivated with a professional demeanor
Prior experience in virtual assistance, admin support, or customer service (a bonus but not required)
We’d love to learn more about you! To apply:
Email your CV and a short cover letter to: info@advisorlink.co.za
Tell us which role you’re interested in and why you’d be a great fit.
Optional: Attach a 1-minute voice or video recording introducing yourself.
Virtual Assistant – Client Booking Specialist
Position Type: Remote | Part-Time/Full-Time
Location: Work from anywhere
Salary: Competitive (based on experience)
Role Overview:
We’re looking for a confident, professional Virtual Assistant to book appointments for financial advisors. Your primary responsibility will be calling prospective clients, managing calendars, and ensuring follow-ups are scheduled promptly. You'll be the voice that represents our clients with clarity and care.
Key Responsibilities:
✔ Make outbound calls to prospects from provided lists
✔ Book and confirm appointments using advisor calendars
✔ Send email confirmations and reminders
✔ Record communication details in tracking systems
✔ Handle calendar updates and rescheduling requests
Requirements:
✔ Excellent verbal communication and phone etiquette
✔ Organized, detail-oriented, and deadline-driven
✔ Previous experience in appointment setting or customer service
✔ Comfortable using online scheduling tools and spreadsheets
✔ Professional home office setup with stable internet
Position Type: Remote | Part-Time
Location: Remote – South Africa preferred
Salary: Hourly or per-project basis
Role Overview:
As a Follow-Up Coordinator, you'll ensure no lead falls through the cracks. Your job is to follow up with clients after appointments to gather feedback, confirm next steps, and offer support. This role helps build lasting client relationships and ensures advisor pipelines stay warm and engaged.
Key Responsibilities:
✔ Call clients post-appointment for check-ins and feedback
✔ Send thank-you messages or action reminders via email
✔ Track engagement results and report updates to advisors
✔ Identify client needs and opportunities for further contact
Requirements:
✔ Warm, persuasive communicator with follow-up discipline
✔ Strong organization and client tracking skills
✔ Experience in admin, sales support, or CRM tools
✔ Ability to work independently with minimal supervision
Position Type: Remote | Project-Based or Part-Time
Location: Flexible
Salary: Hourly or per-task basis
Role Overview:
We’re hiring a data-savvy virtual assistant to gather prospect information for our outreach team. You'll research leads online, verify contact details, and maintain up-to-date client records that fuel our client engagement success.
Key Responsibilities:
✔ Research and compile lead lists from trusted online sources
✔ Validate names, phone numbers, emails, and business details
✔ Enter data accurately into spreadsheets or CRM systems
✔ Assist in tracking contact outcomes and lead follow-up needs
Requirements:
✔ Proficient in Excel or Google Sheets
✔ Strong attention to detail and commitment to accuracy
✔ Familiarity with LinkedIn, Google search, and data tools
✔ Previous VA, admin, or research experience a plus