Virtual Executive Assistant
Work Hours: Monday to Friday, ~20 hours per week (4-5 hours daily overlap between 8am and 5pm MST)
Pay Range: $1500 to $2000/ month (Part-time role with potential to grow into full-time; varies based on skill set and experience level)
Location of Search: Latin America or South Africa
Work Location: Remote

Company Overview
Our client is a Phoenix-based integrated financial advisory firm.
We are seeking a dedicated, part-time Virtual Executive Assistant to directly support our President with administrative, calendar, and operational tasks. This is an ongoing, dedicated role (not part of a shared or rotating assistant pool) with high visibility and room to grow into full-time as workload increases.
Role Overview
The Virtual Executive Assistant will act as a key operational support pillar for the President. In this role, you will manage day-to-day scheduling and administrative prep, coordinate vendors and operations, conduct light research,



and assist with personal administration tasks—ensuring smooth daily operations while maintaining high confidentiality.
Duties and Responsibilities
- Calendar & CRM Management: Manage and maintain the President's calendar (scheduling/rescheduling); keep CRM records organized and updated.
- Document & Administrative Prep: Format and proofread outgoing materials, maintain consistent file naming across document libraries, and track open project items (no direct client communication required).
- Research & Summarization: Conduct background research on prospects or new situations, summarize relevant industry news, and monitor key topics of interest.
- Vendor & Operations Coordination: Coordinate routine vendor communications, track renewal dates for software/licenses/insurance, and follow up on outstanding invoices or service requests.
- Personal & Life Admin: Assist with travel research and booking, online shopping/returns, errand coordination, and contractor/service research.

Minimum Qualifications
- Languag

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