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!

📌 Executive Assistant (Job Id: Jovkyl1Ea) (México)
🏢 Inside Out Hiring
📍 México