Virtual Executive Assistant – Client Services Coordinator

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

📋 Description

• Professionally handle incoming phone calls as the primary point of contact, starting in October 2026.

• Conduct light outbound calls exclusively to current clients; no cold calling involved.

• Draft and respond to follow-up emails with existing clients, utilizing Claude, ChatGPT, or Copilot for assistance.

• Oversee scheduling and calendar management for client meetings.

• Participate briefly (5–10 minutes) in Zoom/Teams calls to introduce clients before transitioning to the advisor.

• Assist in the weekly internal team Zoom meeting.

• Organize and help facilitate client webinars approximately every two weeks.

• Perform light administrative and data-entry tasks, including maintaining updated CRM records.

• Communicate with the team through WhatsApp, Teams, or chat for daily task updates.

⛳️ Requirements

• At least 3 years of relevant experience in customer service, executive assistance, front desk, or receptionist roles.

• Previous experience in cold calling or sales is a significant advantage, although this position does not involve cold calling.

• Proficient with VoIP/phone systems such as OpenPhone, Quo, or PhoneBurner.

• Familiarity with Zoom and Microsoft Teams is essential.

• Comfortable utilizing AI tools like Claude, ChatGPT, and Copilot.

• Possess a clear and professional telephone demeanor.

• Experience in financial services is a plus but not mandatory.

• Trustworthy, organized, and attentive to detail.

• Willingness to take on increased responsibilities, including client scheduling and CRM access.

🏝️ Benefits

• 100% remote work opportunity.

• $50 bonus for birthdays.

• $200 bonus for testimonials.

• Monthly raffle with a $500 entry prize.

• No tracking required.