Executive Operations Assistant

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

📋 Description

• Manage and prioritize daily incoming email communications

• Provide prompt and professional responses to routine client inquiries

• Recognize, prioritize, and escalate urgent client issues to the financial planner

• Ensure a structured, organized, and clutter-free inbox environment

• Coordinate scheduling and appointments for clients

• Handle appointment bookings to avoid scheduling conflicts

• Maintain a well-organized calendar that aligns with business priorities

• Create and send accurate client invoices using Xero

• Oversee billing workflows and keep billing records up to date

• Conduct professional virtual interactions with clients via email

• Manage daily email communications with confidentiality and discretion

• Identify administrative obstacles and propose workflow enhancements

• Implement effective administrative improvements to boost productivity

⛳️ Requirements

• Demonstrated experience in providing executive or virtual assistant support

• Proficient in using Xero for invoicing and billing purposes

• Strong technical skills with digital workplace and administrative tools

• Proven ability to independently create efficient administrative workflows

• Excellent written English communication skills appropriate for executive client correspondence

• Capability to work independently while managing daily responsibilities as an independent contractor

• Availability to dedicate approximately 2 hours each day

🏝️ Benefits

• Flexible remote work arrangement

• Approximately 2 hours of work per day

• Engagement as an independent contractor