Executive Assistant (Job ID: JOVKYL1EA)
️观看这段快速的 LOOM 视频关于如何聘用：C1英语水平是必需的。选择候选人将在整个班级中严格讲英文。请提交你的简历和录音记录以英语。工作标题：执行助理 职位身份：JOVKYL1EA 产业：金融服务 位置：拉塔姆 / 南非 工作状态：时间 工作安排：周一至星期五 8:00 AM 5:00 销售额：$1,600 $1,900 开放到目标/月份：招聘人员：个月开始：详细信息：求职者：关于客户：我们的客户是一个专业注册投资咨询公司 (RIA) 专注于金融教育，退休计划，财富管理，风险管理和以信任为中心的管家。该公司提供个性化的财务规划，同时保持高标准的保密度，效率和客户服务。有关角色：我们正在寻找一名执行助理和运营领导者来担任创始人/CEO 的操作右手。管理和优化高层次 (GHL) 工作流程，管道，道，运动和自动化。·维护网站，表格，登陆页面和销售管线。·通过自动化改善过程。2.客户及执行人员支持。·管理客户通信，电子邮件后续，声明和表格。·管理 CEO 的日历，收件箱和日常优先事项。·与客户，后台团队和管理者协调。3.领导和营销。·支持 LinkedIn 的宣传和转换活动。·创建基本到中级的 Canva 图形。·协助电子邮件，短信，社交媒体和新闻稿运动。4.运营与人工智能 ·跟踪未完成的客户业务并跟踪第三方。·使用 AI 工具如 ChatGPT,Claude 和 cloneIQ 提高效率。·识别和实施工作流程和过程改进。
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📽️ WATCH THIS QUICK LOOM VIDEO ON HOW TO GET HIRED:
🇬🇧 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!
Originally posted on Himalayas