Virtual Executive Assistant

Company Overview

The company is a life insurance brokerage with private wealth and facilitation divisions. The firm brokers life insurance solutions for the worlds largest insurance carriers, working exclusively with high-net-worth clients (minimum $5 million net worth) across Africa, the Middle East, and Europe. Policy sizes typically start around $1 million in coverage and can reach $250-300 million. Transaction volume is low, but every deal is high-stakes — the firms standard is to go above and beyond on every single touchpoint.

Role Overview

This company is looking for an Executive Assistant who can bring luxury, white-glove service to every client interaction. This person will work directly with the founder to keep each transaction moving smoothly through a defined process flow, manage his calendar and inbox with urgency and precision, and represent the brand at the exclusive level its clients expect. The ideal candidate is a proactive self-starter who can pick up a task, run with it, and have it done and reported back — without needing to be micromanaged.

Key Responsibilities

•     Manage the founders calendar and inbox daily, prioritizing and actioning items with urgency so he wakes up to a cleared queue.

•     Own each step of the client transaction process flow once handed off, working independently through to completion.

•     Maintain and update client and deal records in the CRM (currently HubSpot), and prepare regular status reports.

•     Handle written and remote oral communication with high-net-worth clients at a polished, luxury-level standard.

•     Work in spreadsheets and Word documents to prepare client-facing materials and internal tracking.

•     Flag issues or make judgment calls independently where appropriate, escalating only when it truly requires the founders input.

•     Support ad hoc requests tied to time-sensitive, high-value transactions.

Skills & Tools

•     Strong written and remote oral communication skills — comfortable representing the brand with high-net-worth, international clientele.

•     Proficiency with spreadsheets (Excel/Google Sheets) and Word/Google Docs.

•     CRM experience required; HubSpot experience preferred but not mandatory as long as the candidate can work efficiently in a similar system.

•     Strong calendar and inbox management skills.

•     High attention to detail — this is a top priority for the client.

•     Demonstrated ability to work independently, exercise judgment, and follow a defined process without constant oversight.

•     Comfortable setting up and using a dedicated business phone line (e.g. Google Voice, Zoom Phone, RingCentral, or OpenPhone) for international calls.

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