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!](https://www.facebook.com/groups/1767195784321049/?rdid=gsszKKM52G4pwmkm&share_url=https%3A%2F%2Fwww.facebook.com%2Fshare%2Fg%2F18KfJq4xvF%2F#)