Part-time Virtual Assistant/Appointment Setter

WizeMentoring supports accounting and bookkeeping firm owners around the world to build high-performing, profitable businesses. Through proven systems and expert mentoring, we help our clients improve efficiency, strengthen leadership and achieve long-term sustainable growth. With over 20 staff in 9 different countries, we are growing rapidly and are looking for our next star team member!

Visit our website to learn more: https://www.wizementoring.com/

We are looking for a reliable, well-organised Virtual Assistant / Appointment Setter to manage appointments and scheduling for clients. This is a part-time position ideal for someone who wants meaningful, flexible work that fits around other commitments.

You'll essentially act as Samee (Samantha Regalado, our WizeGrowth & Advisory Success Specialist), with inbox and calendar access to manage meetings and communicate with clients on her behalf. Keeping every interaction professional, prompt, and personable.

As a dedicated assistant/appointment setter, your focus will be managing the scheduling process and attending to queries for all WizeGrowth and WizeAdvisory clients. As such, a warm, professional, and clear communication style is essential, ensuring every interaction feels prompt and personable.

Reports to Samee (Samantha Regalado)

• Coordinate and book appointments for clients via Outlook and Zoom, avoiding scheduling conflicts
• Confirm, reschedule, and follow up on appointments promptly
• Send appointment reminders and confirmations to clients
• Flag any scheduling issues or conflicts to Samee proactively

• Handle client scheduling queries with prompt, professional responses
• Communicate with clients via Microsoft Teams, email, and/or phone with a professional, friendly tone

• Help prepare agendas, links, and materials, and follow up to ensure clients are ready ahead of meetings
• Save, organise, and file meeting recordings and notes after each session

• Keep client records clean, accurate, and up to date, flagging any gaps to Samee
• Manage onboarding admin tasks and flag missing info or outstanding items to Samee

• Track outstanding client tasks and escalate anything needing Samee's attention
• Assist Samee with ad-hoc tasks as needed
• Tech-savvy, with confident, hands-on experience using Microsoft Teams and Outlook
• Excellent written and spoken English, with strong communication skills
• Good interpersonal skills and a warm, professional client-facing manner
• Highly organised, reliable and punctual
• Comfortable working independently in a remote, part-time capacity
• Prior experience as a receptionist, scheduler, or virtual assistant is a plus

• Tech-savvy, with confident, hands-on experience using Microsoft Teams and Outlook
• Excellent written and spoken English, with strong communication skills
• Good interpersonal skills and a warm, professional client-facing manner
• Highly organised, reliable and punctual
• Comfortable working independently in a remote, part-time capacity
• Prior experience as a receptionist, scheduler, or virtual assistant is a plus

When you join WizeMentoring, you're not just getting a job. You're joining a fast-moving, impact-driven remote team that values ownership, excellence, and growth. Apply Today!