Executive Assistant (Job ID: JOVKYL1EA)

️ WATCH THIS QUICK LOOM VIDEO ON HOW TO GET HIRED: https://www.loom.com/share/345f776084e642ba99c24aabe40a67a0 C1 ENGLISH LEVEL IS REQUIRED. THE SELECTED CANDIDATE WILL SPEAK STRICTLY IN ENGLISH DURING THEIR ENTIRE SHIFT. PLEASE SUBMIT YOUR RESUME AND AUDIO RECORDING IN ENGLISH. 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! Powered by JazzHR