
Part-time Executive – Operations Assistant
Posted Jul 18

Posted Jul 18
This is a fully remote position, open to applicants in South Africa.
• Pipeline Management: Assess and organize incoming business prospects, systematically tracking targets through various evaluation phases to ensure effective pipeline advancement.
• CRM Administration: Ensure data integrity within the CRM system by updating records, monitoring outreach communications, and producing activity summaries.
• Document & Contract Coordination: Oversee confidentiality agreements, cross-verify incoming documents with standard templates, and monitor signature statuses.
• Executive Project Support: Develop detailed meeting briefs, coordinate follow-up timelines, assist with market research, and track ongoing action items.
• Stakeholder Outreach: Facilitate business development and relationship management with business owners, intermediaries, and investors by organizing contact lists and drafting initial communications.
• Proven track record in effectively supporting executives, legal professionals, investors, or business owners who handle multiple projects concurrently.
• Outstanding written and verbal English communication skills, with a keen attention to detail.
• Demonstrated capability to manage competing priorities autonomously and proactively within a remote environment.
• High level of professional discretion and confidentiality.
• Preferred Qualifications: Previous experience supporting international or US-based executives.
• Background in roles such as Executive Assistant, Operations Coordinator, Legal Secretary, or Transaction Coordinator.
• Experience in document, contract, or project coordination.
• Required Software Skills: HubSpot CRM, Cloud-based productivity suites (e.g., Google Workspace, Microsoft Office 365).
• Fully remote
• Part-time hours of approximately 15–20 hours per week
Lincoln Financial
Horizon3.ai
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