Remote Exec Assistant – AI-Driven Back Office & Onboarding

Insideoutva; Colombia; Remote; COP 71,040,000 - 124,320,000; Full time

Job summary

Insideoutva in LATAM is seeking an Executive Assistant to join remotely and support a senior financial advisor. You will manage the inbox and calendar, handle onboarding and workshop logistics, and apply AI tools to automate daily workflows, while presenting professionally on Zoom.

This role requires 3–5 years in executive support, a college degree, fluency in English and Spanish, and comfort with data-security protocols. Occasional travel to client events is possible.

Qualifications

• Experience: 3 to 5 years as an Executive Assistant supporting a senior leader.
• College degree.
• Experience in financial advisory industry with knowledge of IRAs and qualified plans.
• Excellent spoken and written English, plus Spanish.
• Ability to build automations with Claude and other AI tools.
• Compliance with strict data-security protocols including VPN or remote desktop.
• Willingness to travel for client events up to once or twice a year.

Responsibilities

• Manage the advisor's inbox and calendar; protect focus time and keep commitments on track.
• Draft correspondence and handle general admin; assist with personal admin as needed.
• Take meetings on the advisor's behalf and represent the practice professionally on Zoom.
• Streamline processes and document them as SOPs.
• Support new client onboarding and workshop logistics; prepare letters and recap notes.
• Automate recurring workflows using Claude and connect tools to forms for client data.
• Build dashboards and track metrics; ensure work stays in company-owned accounts.

Job description

Insideoutva in LATAM is seeking an Executive Assistant to join remotely and support a senior financial advisor. You will manage the inbox and calendar, handle onboarding and workshop logistics, and apply AI tools to automate daily workflows, while presenting professionally on Zoom.

This role requires 3–5 years in executive support, a college degree, fluency in English and Spanish, and comfort with data-security protocols. Occasional travel to client events is possible.