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!

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