Description
The client is hiring a full-time Executive Assistant & Operations Lead to support the Founder/CEO of a boutique Registered Investment Advisory firm. The role manages GoHighLevel workflows, client communications, executive calendars and inbox, CRM pipelines, lead generation, marketing coordination, and operational improvements, while using AI tools and maintaining confidentiality. Candidates must have independent GoHighLevel experience, strong English communication, and comfort with secure financial information; financial-services experience and familiarity with Google Workspace, Canva, DocuSign, Microsoft Office, Trello, and other tools are preferred. The position is remote for LATAM and South Africa candidates, with a Monday-to-Friday 8:00 AM–5:00 PM EST schedule and a salary of $1,600–$1,900 per month, open to candidates seeking $2,000 per month.
