Executive Assistant (Job ID: JOVKYL1EA)

🌟 Exciting Remote Opportunity! We're Hiring an Executive Assistant! 🌟

Are you a proactive, self-directed professional with expertise in GoHighLevel (GHL) and a passion for operations? We are seeking an exceptional Executive Assistant & Operations Lead to act as the right hand to the Founder/CEO of a boutique Registered Investment Advisory (RIA) firm!

🚨 IMPORTANT - 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 be speaking strictly in English during their whole shift. 🎙️ PLEASE SUBMIT YOUR RESUME AND AUDIO RECORDING IN ENGLISH.

📋 Job Details at a Glance

• 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.

🏢 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

⭐ Core Requirements (Non-Negotiable):

• GHL Experience: 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.

• Security & Compliance: Comfortable with NDA requirements, secure VPN usage, background checks, and confidential financial information.

🌟 Preferred Skills & Tech:

• 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.

🏆 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.

🚀 Submit your application today and take the first step toward your next great opportunity!

🌎 LATAM Candidates: Don't forget to join our exclusive Facebook community for more updates and remote opportunities specifically tailored for LATAM professionals: 🔗 Join our LATAM-Only Facebook Group Here!