Company Description Guilder Funding is a financial services organization that supports clients with funding solutions tailored to their business and personal needs. The company emphasizes reliable support, explicit communication, and efficient processes to help clients navigate complex financial decisions. Team members work closely with clients and internal stakeholders to streamline workflows and maintain accurate documentation. Guilder Funding values professionalism, accountability, and a team-oriented approach to delivering high-quality service. The environment is fast-paced, with opportunities to contribute to operational improvements and client satisfaction.
Role Description This is a full-time, on-site Virtual Assistant role based in the Charlotte Metro area. The Virtual Assistant will provide administrative and operational support, including managing calendars, scheduling meetings, organizing files, and maintaining accurate records. The role includes responding to emails and phone calls, preparing basic reports and spreadsheets, and assisting with data entry related to funding applications and client accounts. The Virtual Assistant will coordinate with internal teams to track tasks and deadlines,



support onboarding of new clients, and update internal systems with current information. This position requires consistent on-site presence, strong attention to detail, and the ability to handle multiple priorities while maintaining confidentiality.
Qualifications
Strong organizational and time-management skills, with the ability to prioritize tasks in a quick-paced environment.
Proficiency with office productivity tools (e.g., email, spreadsheets, word processing, calendar software) and basic data entry.
Clear written and verbal communication skills, with a focus on professional client and team interactions.
Attention to detail and accuracy in documentation, record-keeping, and follow-up activities.
Ability to work on-site in the Charlotte Metro area, maintain confidentiality, and handle sensitive information responsibly.
Previous experience in administrative support, customer service, or financial services environments is beneficial.
High school diploma or equivalent required; associate’s or bachelor’s degree in business, finance, or a related field is a plus.

📌 Virtual Assistant Bareilly (India)
🏢 Guilder Funding
📍 India