Executive Operations Assistant (Job ID: RACRIC1)
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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
Executive Operations Assistant 💼
🆔 Job ID: RACRIC1
🏢 Industry: Financial Management
📍 Location: LATAM (Spanish needed)
🕒 Job Status: Full Time
⏰ Work Schedule: Monday to Friday 8:00 AM to 5:00 PM CST
💰 Salary: $8 - $10 per hour
🚀 Target Start Date: ASAP
About the Client:
The client is a growing financial management company focused on helping individuals and businesses improve their financial structure, organization, and long-term strategy. Their work involves direct client interaction, lead management, and operational coordination to ensure a high-quality service experience. The environment is fast-paced, client-facing, and highly focused on excellence, responsiveness, and professionalism. The team values structure, efficiency, and strong communication, and is looking to build internal processes that support long-term growth and scalability.
About the Role:
This role combines executive support with operational coordination, acting as the right hand to leadership while ensuring that day-to-day processes run smoothly. The Executive Operations Assistant will be responsible for managing communications, organizing workflows, supporting client interactions, and helping structure internal systems. This is a proactive, high-responsibility role where success is measured by outcomes, organization, and the ability to anticipate needs rather than simply follow instructions.
Key Responsibilities
Executive Support
- Manage and organize the executive’s calendar, ensuring no conflicts and proper prioritization
- Review daily schedules and provide a clear breakdown of priorities and key action items
- Assist with email management, ensuring timely responses and proper delegation
- Coordinate meetings, appointments, and internal communications
Client Communication & Follow-Ups
- Serve as a first point of contact for clients, maintaining a professional and polished tone
- Respond to emails, calls, and messages, ensuring all inquiries are acknowledged and routed properly
- Follow up with leads and existing clients to maintain engagement and move processes forward
- Support onboarding of new clients, ensuring a smooth and organized experience
Operations & Workflow Management
- Track all incoming leads, tasks, and communications within internal systems or CRM
- Ensure nothing falls through the cracks by maintaining clear systems and follow-up processes
- Coordinate with team members to align on priorities and ongoing tasks
- Identify inefficiencies and suggest improvements to workflows and internal processes
Administrative & Coordination Tasks
- Assist with invoicing and basic financial coordination tasks
- Maintain organized records of communications, tasks, and client interactions
- Support general administrative needs to ensure smooth daily operations
Qualifications & Skills
Must
- 5+ years of general work experience
- At least 2 years of experience supporting executives, founders, or senior leadership
- Strong English communication skills, both written and verbal
- Experience with client-facing roles or customer service
- Familiarity with CRM systems and general business tools
- Proficiency with Google Workspace and/or Microsoft Office
- Ability to manage multiple tasks and prioritize effectively in a fast-paced environment
- Based in Latin America with availability aligned to Central Standard Time
Preferred
- Bilingual in English and Spanish
- Experience in financial services or similar industries
- Familiarity with tools such as GoHighLevel, Calendly, or similar platforms
- Experience with client onboarding processes
- Background in operations, coordination, or process improvement
Personality Traits
- Highly proactive and independent, able to take ownership without constant direction
- Strong critical thinking and problem-solving skills
- Detail-oriented with a high level of organization
- Energetic, charismatic, and confident in communication
- Strong sense of urgency and accountability
- Professional, reliable, and committed to excellence