🌟 Exciting Remote Opportunity! We're Hiring an Operations Executive Assistant! 🌟
Are you an organized, detail-oriented administrative professional with CRM expertise and AI fluency who thrives in client-relationship environments? We are seeking a full-time Operations Executive Assistant based in LATAM, South Africa, or the Philippines to support the Founder of a rapidly growing Wealth Management firm affiliated with a Registered Investment Advisory (RIA) organization!
🚨 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.
📋 Job Details at a Glance
Job Title: Operations Executive Assistant
Job ID: BRAGOL1EA
Industry: Wealth Management / Registered Investment Advisory (RIA)
Location: LATAM / South Africa / Philippines
Job Status: Full Time
Work Schedule: Monday to Friday, 8:00 AM to 5:00 PM (Central Time) (Flexible)
Salary: $2,000 – $2,500 USD / month 💰
Target Start Date: ASAP 🚀
🏢 About the Client
Our client is a fast-growing wealth management firm affiliated with a registered investment advisory (RIA) organization, providing comprehensive financial planning and advisory services. Launched roughly 18 months ago, the firm has experienced rapid growth, operating with a lean core team supported by contractors and investment management infrastructure provided through its RIA partner.
💼 About the Role
In this role, you will act as an operational anchor for the Founder by managing client relationship data, correspondence, and scheduling across the wealth management practice. Your central mission is to maintain pristine CRM records, draft and organize client and recordkeeper communications, oversee calendar management, and create customized meeting decks—freeing up the Founder's time for high-value client advisory work and business development.
🎯 Key Responsibilities
📊 CRM Management & Data Cleanup: Add new prospects and build out client pages from referrals and introductions; review and update records that do not sync automatically; maintain clean pipeline analytics.
✉️ Email Organization & Drafting: Create SOPs for client/recordkeeper interactions; prepare pre-drafted emails with instructions using Superhuman so responses are ready to review and send promptly.
📅 Calendar Oversight: Coordinate and manage the Founder's calendar, resolve schedule conflicts, and protect time blocks reserved for client-facing work.
🎨 Deck & One-Pager Creation: Build customized microsite decks and one-pagers for prospect and client meetings using established templates in Pitch.com.
🤖 AI Tool Utilization: Use AI tools (primarily Claude) to draft written materials, build documentation, and continuously identify workflow efficiencies.
✅ Qualifications & Skills
⭐ Core Requirements:
Executive Support Background: Prior experience as an Executive Assistant or Operations Assistant supporting an executive or business owner (financial services or RIA experience is a strong plus).
CRM & Pipeline Proficiency: Hands-on experience managing CRM systems, including data entry, record cleanup, and pipeline tracking.
Flawless Written & Spoken English: Strong, professional communication skills for drafting client and recordkeeper correspondence.
Presentation Design Skills: Comfortable building polished presentation materials, one-pagers, and pitch decks from existing templates.
AI Fluency: Experience leveraging AI tools (specifically Claude) for drafting, workflow building, and operational speed.
Schedule Alignment: Ability to work aligned hours with US Central Time (CT).
🛠️ Tech Stack Used:
Claude (AI), CRM Software, Superhuman (Gmail), Zoom, Calendar software, Pitch.com (PDF/Deck editing).
🚀 Submit your application today and take the first step toward your next great opportunity!
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