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!