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 Language requirement: Fluent, professional written and spoken English Experience: Prior experience supporting an executive or small business owner preferred Proficiency with common productivity tools (calendar, document, and project management software). Experience in wealth management, tax, or professional services is a strong plus. Familiarity with U. S.-style CRM and record management concepts Comfortable making phone calls and handling professional communication Experience with tools that include AI features is a plus Nice to have: experience using Claude for workflows, repeatable tasks, or task automation High discretion with sensitive business information and willingness to sign a confidentiality agreement. Strong organizational skills and keen attention to detail. #J-18808-Ljbffr

📌 Executive assistant - 65304806798 (Monterrey)
🏢 Somewhere
📍 Monterrey