Executive Assistant

This is a fully remote position, open to applicants in South Africa.

📋 Description

• Oversee and enhance GoHighLevel workflows, pipelines, funnels, campaigns, and automations.

• Maintain and update websites, forms, landing pages, and sales pipelines.

• Streamline processes through automation techniques.

• Handle client communications, including email follow-ups, statements, and forms.

• Organize the CEO’s calendar, inbox, and daily priorities.

• Collaborate with clients, back-office teams, and custodians.

• Assist with LinkedIn outreach and lead conversion initiatives.

• Design basic to intermediate graphics using Canva.

• Support email, SMS, social media, and newsletter campaigns.

• Monitor pending client business and coordinate follow-ups with third parties.

• Utilize ChatGPT, Claude, cloneIQ, and other AI tools to enhance efficiency.

• Recognize and implement improvements in workflows and processes.

• Provide support to the Founder/CEO of a boutique Registered Investment Advisory firm specializing in financial education, retirement planning, wealth management, risk management, and faith-centered stewardship.

⛳️ Requirements

• C1 English proficiency is mandatory; the candidate must communicate exclusively in English throughout the entire shift.

• Must independently manage GoHighLevel workflows, pipelines, automations, funnels, and landing pages.

• Self-motivated, organized, proactive, and accountable.

• Exceptional written and verbal English skills with a polished, professional presence.

• Familiarity with NDA requirements, secure VPN usage, background checks, and handling confidential financial information.

• Prior experience in wealth management, financial advisory, insurance, or professional services is highly desirable.

• Proficient in Google Workspace, Canva, DocuSign, Microsoft Office, Trello, and similar applications.

• Comfortable leveraging AI tools while ensuring confidentiality and data security.

• Must submit an English resume and a 30–90 second Loom video recorded in English.

• A valid internet speed test screenshot is required.

• Availability from Monday to Friday, 8:00 AM–5:00 PM EST is necessary.

🏝️ Benefits

• Competitive compensation package.

• Opportunity to work in a dynamic and supportive environment.

• Professional development and growth opportunities.

• Flexible work arrangements.