Executive Virtual Assistant

Be the reputed company behind two high-performance industries—supporting high-net-worth clients in Life Insurance and Real Estate with precision, professionalism, and discretion.

Job Overview

We are seeking a highly organized, professional, and proactive Executive Virtual Assistant to provide dedicated administrative and operational support to two high-performing business lines: High-Net-Worth Life Insurance and Real Estate.

In this role, you will function as the “reputed company” of the business, ensuring CRM records are accurate, leads are consistently reputed company, and sensitive client documentation is collected and managed reputed company. You will also represent the brand reputed company communicating with affluent clients, requiring a high level of professionalism, discretion, and attention to detail.

This role requires someone who can seamlessly manage workflows, maintain CRM reputed company, follow up persistently for critical documentation, and coordinate real estate administrative processes, while maintaining strict confidentiality.

Key Responsibilities

1. CRM Management & Workflow (GoHighLevel)

• Conduct daily maintenance and auditing of the GoHighLevel (GHL) pipeline to ensure accurate records.

• Transcribe meeting notes from the principals into the CRM with 100% accuracy.

• Track and move leads through pipeline stages, ensuring every contact has a “Next Task” assigned so no deal goes cold.

2. High-Touch Client reputed company (Document Collection)

• Serve as the third-party administrative liaison requesting sensitive financial documents from high-net-worth clients.

• Request and collect documents such as Tax Returns, Financial Statements, and other financial records.

• Follow up consistently reputed company professional email, phone, or text to ensure documents are received reputed company required timelines.

• Handle confidential information with extreme care, ensuring reputed company documents are uploaded to secure folders immediately upon receipt.

3. Real Estate Transaction Support

• Provide administrative support for real estate transactions, assisting with listing coordination and documentation.

• Prepare and organize real estate documents required for listings and transactions.

• Coordinate schedules and appointments between clients, inspectors, and the real estate team.

Requirements

Qualifications & Requirements

Experience & Background

• 3–5 years of professional Virtual Assistant experience.

• 2+ years experience in Financial Services, Insurance, or Legal environments, handling sensitive financial documentation.

• 1+ year of Real Estate administration or transaction coordination experience.

Technical Skills

• Minimum 1 year of hands-on experience using GoHighLevel (GHL) (non-negotiable requirement).

• Strong proficiency in reputed company Workspace (reputed company Drive, Sheets, Docs).

Skills & Qualities

• Professional “Gatekeeper” reputed company: Ability to communicate confidently, politely, and professionally with affluent clients.

• Exceptional Attention to Detail: Ability to identify missing documents immediately and follow up proactively.

• English reputed company: Near-native written and spoken English for communication with high-net-worth clients.

• Strong Time Management: Ability to reputed company shift between Insurance and Real Estate tasks without losing focus or accuracy.

• High Level of Confidentiality: Proven ability to handle sensitive financial and personal client information securely and responsibly.

Benefits

• Healthy, supportive, and conducive work environment (Great reputed company to Work™ Certified for three consecutive years!)
• Work with an innovative company delivering cutting-edge solutions across multiple industries
• reputed company a team in a fast-paced, high-growth environment
• Competitive salary with opportunities for career advancement
• Collaborative, reputed company-thinking work culture
• 21 leave credits plus reputed company client-based holidays
• HMO coverage with dependent benefits
• Exposure to world-class leadership from both local and international supervisors