虚拟执行助理
Virtual Executive Assistant
公司简介
这是一家人寿保险经纪公司，设有私人财富和促成部门。该公司为全球最大的保险公司提供人寿保险解决方案，仅与非洲、中东和欧洲的高净值客户（净资产至少500万美元）合作。保单金额通常从100万美元的保障开始，可达2.5亿至3亿美元。交易量较低，但每笔交易都至关重要——公司的标准是在每一个接触点都做到超越预期。
职位简介
本公司正在寻找一位能为每位客户提供奢华、细致服务的执行助理。此人将直接与创始人合作，确保每笔交易按照既定流程顺利进行，以紧迫性和精准度管理他的日程和邮件，代表品牌达到其客户所期望的专属水平。理想的候选人是积极主动的自我驱使者，能够接手任务并独立完成，及时汇报结果——无需过多监督。
主要职责
• 每天管理创始人的日程和邮件，优先处理并迅速行动，让他醒来时看到的是已清空的待办事项。
• 一旦接手客户交易流程的每个步骤，就能独立完成整个流程。
• 维护和更新CRM（目前使用HubSpot）中的客户和交易记录，并准备定期状态报告。
• 以专业、奢华的标准处理与高净值客户的书面和远程口头沟通。
• 在电子表格和Word文档中工作，准备面向客户的材料和内部跟踪文件。
• 在适当的情况下独立发现问题或做出判断，只有在真正需要创始人介入时才进行升级。
• 支持与时间敏感、高价值交易相关的临时请求。
技能与工具
• 强大的书面和远程口头沟通能力——能够代表品牌与高净值、国际客户进行交流。
• 熟练使用电子表格（Excel/Google Sheets）和Word/Google Docs。
• 需要CRM经验；有HubSpot经验者优先，但非必须，只要候选人能在类似系统中高效工作即可。
• 强大的日程和邮件管理能力。
• 高度注重细节——这是客户最重视的方面之一。
• 有独立工作的能力，能做出判断，具有良好的职业素养。
查看英文原文
Company Overview
The company is a life insurance brokerage with private wealth and facilitation divisions. The firm brokers life insurance solutions for the world's largest insurance carriers, working exclusively with high-net-worth clients (minimum $5 million net worth) across Africa, the Middle East, and Europe. Policy sizes typically start around $1 million in coverage and can reach $250-300 million. Transaction volume is low, but every deal is high-stakes — the firm's standard is to go above and beyond on every single touchpoint.
Role Overview
This company is looking for an Executive Assistant who can bring luxury, white-glove service to every client interaction. This person will work directly with the founder to keep each transaction moving smoothly through a defined process flow, manage his calendar and inbox with urgency and precision, and represent the brand at the exclusive level its clients expect. The ideal candidate is a proactive self-starter who can pick up a task, run with it, and have it done and reported back — without needing to be micromanaged.
Key Responsibilities
• Manage the founder's calendar and inbox daily, prioritizing and actioning items with urgency so he wakes up to a cleared queue.
• Own each step of the client transaction process flow once handed off, working independently through to completion.
• Maintain and update client and deal records in the CRM (currently HubSpot), and prepare regular status reports.
• Handle written and remote oral communication with high-net-worth clients at a polished, luxury-level standard.
• Work in spreadsheets and Word documents to prepare client-facing materials and internal tracking.
• Flag issues or make judgment calls independently where appropriate, escalating only when it truly requires the founder's input.
• Support ad hoc requests tied to time-sensitive, high-value transactions.
Skills & Tools
• Strong written and remote oral communication skills — comfortable representing the brand with high-net-worth, international clientele.
• Proficiency with spreadsheets (Excel/Google Sheets) and Word/Google Docs.
• CRM experience required; HubSpot experience preferred but not mandatory as long as the candidate can work efficiently in a similar system.
• Strong calendar and inbox management skills.
• High attention to detail — this is a top priority for the client.
• Demonstrated ability to work independently, exercise judgment, and follow a defined process without constant oversight.
• Comfortable setting up and using a dedicated business phone line (e.g. Google Voice, Zoom Phone, RingCentral, or OpenPhone) for international calls.
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