Financial Advisor Executive Assistant

🌟 Exciting Remote Opportunity We're Hiring an Executive Assistant 🌟 Are you a polished, proactive Executive Assistant with direct financial advisory experience who excels at running back-office operations, client onboarding, and AI workflow automation? We are seeking a full-time Executive Assistant based in LATAM (Colombia or Argentina preferred) to serve as the operational right hand to an SEC-registered financial advisor based in Miami 🚨 IMPORTANT
- Watch this quick Loom video on how to get hired: 🔗 https://www.loom.com/share/345f776084e642ba99c24aabe40a67a0 🗣️ 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. 📋 Job Details at a Glance
• Job Title: Executive Assistant
• Job ID: LADGOL1EA
• Industry: Financial Advisory (SEC-Registered)
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Location:
LATAM Only (Colombia or Argentina preferred)
• Job Status: Full Time
• Work Schedule: Monday to Friday, 8:00 AM to 5:00 PM (Eastern Time)
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Salary:
$2,000 – $2,500 USD / month 💰
• Target Start Date: ASAP 🚀 🏢 About the Client Our client is an SEC-registered financial advisor based in Miami, affiliated with a larger organization running high-impact training and events. The practice guides clients through introductory consultations, structured onboarding, and regular educational workshops. Operating fully remotely, the practice is expanding rapidly and needs an operational partner to manage the back office and integrate AI into daily systems. 💼

About the Role
We are seeking an ownership-minded, highly articulate Executive Assistant who thinks critically and operates autonomously. You will run back-office operations, support client onboarding and workshop preparation, join Zoom calls as a professional extension of the practice, and utilize modern AI tools (specifically Claude) to automate recurring workflows. 🎯

Key Responsibilities
• 💼 Executive & Operational Support: Proactively manage the advisor's inbox and calendar, protect focus blocks, handle professional and personal administrative needs, take meetings on the advisor’s behalf when appropriate, and document standard operating procedures (SOPs).
• 🤝 Client Onboarding & Workshops: Guide new clients through onboarding documentation virtually, prepare and send pre-workshop materials and post-session recaps, and represent the practice professionally on client-facing Zoom video calls.
• 🤖 AI Automation & Reporting: Design and maintain automated workflows using Claude (Claude Cowork); integrate meeting intelligence (e.g., Zocks summaries) directly into client fact-finders/forms; build operational dashboards; and maintain metrics tracking.
• 🔒 Compliance & Data Security: Operate strictly within company-owned infrastructure, adhering to rigorous SEC compliance, secure browser, and VPN/remote desktop guidelines. ✅ Qualifications & Skills ⭐ Non-Negotiable

Requirements:
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Experience:
3 to 5 years of proven experience as an Executive Assistant supporting senior leaders; Bachelor's degree required.
• Industry Background (Strict Requirement): Direct experience within the financial advisory industry with a solid foundational understanding of IRAs and qualified plans (general corporate finance backgrounds will not qualify).
• Bilingual Communication: Flawless spoken and written English alongside fluent Spanish; polished, articulate, and confident on camera.
• AI Fluency: Deep hands-on knowledge of modern AI tools (Claude) and practical experience automating administrative workflows.
• Compliance Discipline: High integrity and familiarity operating within strict confidentiality, data security, and SEC-compliant protocols. 🌟 Preferred Pluses:
• Eligible for (or currently holding) a U.
S. B1/B2 tourist visa for occasional travel to annual or bi-annual client events and trainings. 🚀 Submit your application today and take the first step toward your next great opportunity 🌎 LATAM Candidates: Don't forget to join our exclusive Facebook community for more updates and remote opportunities specifically for LATAM candidates: 🔗 Join our LATAM-Only Facebook Group Here