Virtual Executive AssistantWork Hours: Monday to Friday, ~20 hours per week (4-5 hours daily overlap between 8am and 5pm MST)Pay Range: $**** to $****/ 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 AfricaWork Location: RemoteCompany OverviewOur 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 OverviewThe 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 ResponsibilitiesCalendar & 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 QualificationsLanguage requirement: Fluent, professional written and spoken EnglishExperience: Prior experience supporting an executive or small business owner preferredProficiency 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 conceptsComfortable making phone calls and handling professional communicationExperience with tools that include AI features is a plusNice to have: experience using Claude for workflows, repeatable tasks, or task automationHigh discretion with sensitive business information and willingness to sign a confidentiality agreement.Strong organizational skills and keen attention to detail.
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📌 Executive Assistant - 65304806798 (Monterrey)
🏢 Somewhere
📍 Monterrey