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:
️
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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