Remote Executive Assistant & Operations Support

A growing professional services firm is seeking a highly organized, proactive, and professional to serve as a direct extension of executive leadership and daily business operations.

This role is responsible for managing executive communications, scheduling, CRM administration, client follow-up, project coordination, and operational execution. The ideal candidate thrives in a fast-paced environment, independently manages multiple priorities, and demonstrates exceptional attention to detail, discretion, accountability, and follow-through.

This is a long-term opportunity for someone who enjoys supporting leadership, creating structure, solving problems proactively, and ensuring that important tasks, communications, and projects move forward efficiently.

Executive Support

• Manage and organize a high-volume inbox
• Prioritize, draft, and respond to emails professionally
• Maintain executive calendars and scheduling
• Manage executive communications and administrative workflows
• Act as a trusted extension of executive leadership

Operations & Administrative Support

• Maintain CRM records and client information
• Track projects, action items, and deadlines
• Support document preparation and file management
• Ensure operational tasks are completed accurately and on time

Requirements

• Advanced English required (spoken and written)
• Strong communication and follow-up skills
• Excellent organization and time management
• Professional and positive attitude
• Ability to multitask and prioritize responsibilities
• Reliable internet and work-from-home setup & VPN
• Experience with CRM systems, maintenance coordination, leasing support, or scheduling is a plus

Compensation

• $2k monthly

Schedule

• Monday to Friday full time

Software & Platforms Required

• Wealthbox CRM
• Microsoft Outlook
• Gmail
• Zoom Phone
• Adobe Acrobat / PDF Management
• Microsoft Excel

Trainable Platforms

• Docupace
• Wealthscape
• Crump

Preferred Qualifications

• Experience in financial services, insurance, wealth management, or professional services
• Experience managing high-volume executive inboxes
• CRM experience (especially Wealthbox or Salesforce-based systems)
• Experience supporting remote executives
• Familiarity with financial documents and compliance procedures
• Bookkeeping or accounting experience is a plus

Ideal Candidate Profile

• Highly organized
• Detail-oriented
• Process-driven
• Calm under pressure
• Professional communicator
• Reliable and consistent
• Self-directed
• Proactive and resourceful
• Service-oriented
• Responsible

How to Apply

• Upload your resume through our platform or send to revrecruiting@revupmastery.com