Executive Assistant (Job ID: JOVKYL1EA)
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🚀 JOB TITLE: Executive Assistant 🆔 JOB ID: JOVKYL1EA 🏭 INDUSTRY: Financial Services 📍 LOCATION: LATAM / South Africa 💼 JOB STATUS: Full Time 🕒 WORK SCHEDULE: Monday to Friday | 8:00 AM – 5:00 PM EST 💵 SALARY: $1,600 – $1,900/month | Open to $2,000/month candidates 📅 TARGET START DATE: ASAP
⚠️ PLEASE NOTE: This is a high-accountability role for a proactive, self-directed professional who can manage operations, support the CEO, handle client communications, and optimize workflows with minimal supervision.
ROLE OVERVIEW
About the Client: Our client is a boutique Registered Investment Advisory (RIA) firm focused on financial education, retirement planning, wealth management, risk management, and faith-centered stewardship. The firm provides personalized financial planning while maintaining high standards of confidentiality, efficiency, and client service.
About the Role: We are seeking an Executive Assistant & Operations Lead to serve as the Founder/CEO’s operational right hand. You will manage CRM systems, client communications, executive support, marketing coordination, lead generation, and daily operations while helping improve systems and workflows.
KEY RESPONSIBILITIES
1. CRM & Automation
- Manage and optimize GoHighLevel (GHL) workflows, pipelines, funnels, campaigns, and automations.
- Maintain websites, forms, landing pages, and sales pipelines.
- Improve processes through automation.
2. Client & Executive Support
- Manage client communications, email follow-ups, statements, and forms.
- Manage the CEO’s calendar, inbox, and daily priorities.
- Coordinate with clients, back-office teams, and custodians.
3. Lead Generation & Marketing
- Support LinkedIn outreach and lead-conversion activities.
- Create basic-to-mid-level Canva graphics.
- Assist with email, SMS, social media, and newsletter campaigns.
4. Operations & AI
- Track pending client business and follow up with third parties.
- Use AI tools such as ChatGPT, Claude, and cloneIQ to improve efficiency.
- Identify and implement workflow and process improvements.
QUALIFICATIONS & SKILLS
- GHL Experience — NON-NEGOTIABLE: Must independently manage workflows, pipelines, automations, funnels, and landing pages.
- Ownership Mindset: Proactive, self-directed, organized, and accountable.
- Communication: Excellent written and spoken English with a polished, professional demeanor.
- Financial Services Experience: Wealth management, financial advisory, insurance, or professional services experience strongly preferred.
- Technical Skills: Google Workspace, Canva, DocuSign, Microsoft Office, Trello, and similar tools.
- AI-Forward: Comfortable using AI tools while maintaining confidentiality and data security.
- Security & Compliance: Comfortable with NDA requirements, secure VPN usage, background checks, and confidential financial information.
WHAT SUCCESS LOOKS LIKE
✅ CEO calendar, inbox, and priorities remain organized. ✅ GHL pipelines and automations stay accurate and efficient. ✅ Clients receive prompt and professional communication.
✅ Leads receive consistent follow-up.
✅ Marketing and operational tasks are completed without constant supervision. ✅ AI and automation are used to improve productivity. ✅ The CEO has more time to focus on clients and strategic growth.
✨ Join a growing network of exceptional remote professionals. 📩 Submit your application today and take the next step in your career!
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