Executive Assistant

• Manage and optimize GoHighLevel workflows, pipelines, funnels, campaigns, and automations
• Maintain websites, forms, landing pages, and sales pipelines
• Improve processes through automation
• Manage client communications, email follow-ups, statements, and forms
• Manage the CEO’s calendar, inbox, and daily priorities
• Coordinate with clients, back-office teams, and custodians
• Support LinkedIn outreach and lead-conversion activities
• Create basic-to-mid-level Canva graphics
• Assist with email, SMS, social media, and newsletter campaigns
• Track pending client business and follow up with third parties
• Use ChatGPT, Claude, cloneIQ, and other AI tools to improve efficiency
• Identify and implement workflow and process improvements
• Support the Founder/CEO of a boutique Registered Investment Advisory firm focused on financial education, retirement planning, wealth management, risk management, and faith-centered stewardship

• C1 English level required; selected candidate speaks strictly in English during the whole shift
• Must independently manage GoHighLevel workflows, pipelines, automations, funnels, and landing pages
• Proactive, self-directed, organized, and accountable
• Excellent written and spoken English with a polished, professional demeanor
• Comfortable with NDA requirements, secure VPN usage, background checks, and confidential financial information
• Wealth management, financial advisory, insurance, or professional services experience strongly preferred
• Experience with Google Workspace, Canva, DocuSign, Microsoft Office, Trello, and similar tools
• Comfortable using AI tools while maintaining confidentiality and data security
• Must submit an English resume and a 30–90 second Loom video recorded in English
• Must provide a valid internet speed test screenshot
• Must be available Monday to Friday, 8:00 AM–5:00 PM EST