Now Hiring Ea
$1,600 - $1,900 per monthInsideOut
Executive Assistant Exciting Remote Opportunity! We're Hiring an Executive Assistant!
Are you a proactive, self-directed professional with expertise in GoHighLevel (GHL) and a passion for operations? We are seeking an exceptional Executive Assistant & Operations Lead to act as the right hand to the Founder/CEO of a boutique Registered Investment Advisory (RIA) firm!
IMPORTANT - Watch this quick Loom video on how to get hired:
C1 ENGLISH LEVEL IS REQUIRED. The selected candidate will be speaking strictly in English during their whole shift. PLEASE SUBMIT YOUR RESUME AND AUDIO RECORDING IN ENGLISH.
Executive Assistant
Financial Services
Job Status: Full Time
Work Schedule: Monday to Friday | 8:00 AM - 5:00 PM EST
Target Start Date: ASAP
Please Note: This is a high-accountability role for a proactive, self-directed professional who can manage operations, support the CEO, handle client communications, and optimize workflows with minimal supervision.
About the Client Our client is a boutique Registered Investment Advisory (RIA) firm focused on financial education, retirement planning, wealth management, risk management, and faith-centered stewardship. The firm provides personalized financial planning while maintaining high standards of confidentiality, efficiency, and client service.
About the Role We are seeking an Executive Assistant & Operations Lead to serve as the Founder/CEO's operational right hand. You will manage CRM systems, client communications, executive support, marketing coordination, lead generation, and daily operations while helping improve systems and workflows.
CRM & Automation
Manage and optimize GoHighLevel (GHL) workflows, pipelines, funnels, campaigns, and automations.
Maintain websites, forms, landing pages, and sales pipelines.
Coordinate with clients, back-office teams, and custodians.
Support LinkedIn outreach and lead-conversion activities.
Operations & AI
Identify and implement workflow and process improvements.
GHL Experience: Must independently manage workflows, pipelines, automations, funnels, and landing pages.
Excellent written and spoken English with a polished, professional demeanor.
Security & Compliance: Comfortable with NDA requirements, secure VPN usage, background checks, and confidential financial information.
Financial Services Experience: Wealth management, financial advisory, insurance, or professional services experience strongly preferred.
Technical Skills: Google Workspace, Canva, DocuSign, Microsoft Office, Trello, and similar tools.
AI-Forward: Comfortable using AI tools while maintaining confidentiality and data security.
GHL pipelines and automations stay accurate and efficient.
Marketing and operational tasks are completed without constant supervision.
Submit your application today and take the first step toward your next great opportunity!
$12.5 per hour
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