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Virtual Executive Assistant

Формат работы
remote (только Philippines/South_africa)
Тип работы
parttime
Английский
b2
Страна
Philippines/SA
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Virtual Executive Assistant (Life Insurance Brokerage): Managing the founder’s calendar, inbox, client transaction workflows, CRM records, and high-net-worth client communications with an accent on urgency, precision, and white-glove service. Focus on independently moving high-value insurance transactions to completion, maintaining accurate deal records, and making sound judgment calls with minimal oversight.

Location: Remote; Philippines or South Africa

Company

hirify.global is a life insurance brokerage with private wealth and facilitation divisions, serving high-net-worth clients with a minimum net worth of $5 million across Africa, the Middle East, and Europe. Policy coverage typically ranges from $1 million to $250–300 million.

What you will do

  • Manage the founder’s calendar and inbox daily, prioritizing and actioning items with urgency.
  • Own each assigned step of the client transaction process through completion.
  • Maintain and update client and deal records in HubSpot or a similar CRM and prepare regular status reports.
  • Handle written and remote oral communication with high-net-worth international clients at a polished, luxury-level standard.
  • Prepare client-facing materials and internal tracking documents using spreadsheets and Word-processing tools.
  • Flag issues, make appropriate independent judgment calls, escalate matters requiring the founder’s input, and support time-sensitive transaction requests.

Requirements

  • Strong written and remote oral communication skills, with the ability to represent the brand to high-net-worth international clientele.
  • Proficiency with Excel or Google Sheets and Microsoft Word or Google Docs.
  • CRM experience is required; HubSpot experience is preferred but not mandatory if able to work efficiently in a similar system.
  • Strong calendar and inbox management skills.
  • High attention to detail.
  • Demonstrated ability to work independently, exercise judgment, and follow a defined process without constant oversight.
  • Ability to set up and use a dedicated business phone line such as Google Voice, Zoom Phone, RingCentral, or OpenPhone for international calls.

Culture & Benefits

  • Remote, part-time work arrangement.
  • Work directly with the founder on high-stakes, high-value client transactions.
  • Provide proactive, white-glove service for an exclusive international clientele.

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