Work With Us
Here at Milrich we teach, educate and inspire our assistants to be the best of their ability. We have a strong focus on personal development and expect our team to always be growing and progressing. We are a family of happy, motivated and hardworking assistants; we read good books, enhance our skills, study our craft and focus on being better today than we were yesterday.
WHO WE ARE
Open Positions
Milrich Virtual Professionals, LLC. is seeking only US-based applicants at this time and are only accepting applications for the positions and locations posted under the careers section of this page. If you do not see a position you are interested in, please check back periodically.
Financial Advisor Administrative Assistant
Responsibilities:
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Administrative – Schedule client meetings, acknowledge incoming calls and emails, manage CRM, and manage the sales pipeline with follow-up calls and tasks.
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Meeting Preparation - Prepare insurance & investment summaries and proposals for client meetings.
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Insurance Applications - Complete applications over the phone with direct client contact and email for DocuSign completion.
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Insurance Services – Process changes of address, change of bank, and change of ownership and beneficiary for clients. Complete loan requests and billing inquiries.
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Marketing - Implement Social Media Posts, manage website, obtain approval of Marketing Materials, and track Gift Program.
Position Type: Independent Contractor
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Availability Needed: Monday through Friday between the hours of 8am-5pm Central
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Number of Hours per week: 30-40
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Fully Remote Role
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Compensation: $18/hr, dependent on experience