Remote Operations Executive Assistant for Wealth Management

Insideoutva

Northern (KY)

Hybrid

USD 22,000 - 28,000

Full time

7 days ago

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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.