Virtual Executive Assistant

Location: Remote from the Philippines or South Africa

Company

Life insurance brokerage with private wealth and facilitation divisions serving high-net-worth clients across Africa, the Middle East, and Europe.

What you will do

• Manage the founder’s calendar and inbox, prioritizing and actioning items with urgency.
• Own client transaction process flows from handoff through completion.
• Maintain client and deal records in the CRM and prepare regular status reports.
• Handle written and remote oral communication with high-net-worth international clients.
• Prepare client-facing materials and internal tracking documents using spreadsheets and word-processing tools.
• Identify issues, make independent judgment calls, and support time-sensitive transaction requests.

Requirements

• Strong written and remote oral communication skills.
• Proficiency with Excel or Google Sheets and Microsoft Word or Google Docs.
• Previous CRM experience; HubSpot experience is preferred but not mandatory.
• Strong calendar and inbox management skills with exceptional attention to detail.
• Ability to work independently, follow defined processes, exercise judgment, and avoid constant oversight.
• Ability to set up and use a dedicated business phone line for international calls.

Culture & Benefits

• Remote, part-time work arrangement.
• Direct collaboration with the founder.
• Work with high-stakes life insurance transactions for high-net-worth clients.
• Luxury, white-glove service standard across every client interaction.