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!