Executive Assistant (Job ID: BRAGOL1EA)

Insideoutva; Northern (KY); Hybrid; USD 22,000 - 28,000; Full time

Job summary

Insideoutva is seeking an Operations Executive Assistant to support the Founder of a fast-growing wealth management firm affiliated with an RIA. The role is remote, open to LATAM, South Africa, or the Philippines, with strong CRM duties and AI-enabled workstreams.

English fluency is required for all interactions during shift hours. The position focuses on maintaining CRM integrity, drafting client communications, calendar management, and creating client-ready decks using Pitch.com, with AI

Qualifications

• Executive support experience assisting an executive or owner, ideally in financial services or an RIA context.
• Hands-on experience with CRM systems, data entry, cleanup, and pipeline tracking.
• Excellent written and spoken English for drafting client/recordkeeper communications.
• Ability to create polished presentation materials, one-pagers, and decks from templates.

Responsibilities

• Manage client relationship data, correspondence, and scheduling for the Founder.
• Maintain pristine CRM records and pipeline analytics.
• Draft and organize client communications and recordkeeper correspondence.
• Oversee calendar management and block time for client-facing work.
• Create customized decks and one-pagers using Pitch.com templates.
• Leverage Claude and other AI tools to draft materials and improve workflows.

Skills

Executive Support

CRM Proficiency

English Proficiency

Presentation Design

AI Fluency

Schedule Alignment

Tools

Claude AI

CRM Software

Superhuman

Zoom

Calendar Tools

Pitch.com

Job description

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!

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!