?️ 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 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.
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📌 Executive Assistant (México)
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