Executive Assistant
Executive Assistant
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1 Vacancy
Job Description
Job Title: Executive Assistant (Insurance/Finance Industry)
Location: Remote South Africa preferred
Schedule: Full-time 8:00 a.m.5:00 p.m. EST (2:00 p.m.11:00 p.m. South Africa time)
Role Overview
We are seeking a proactive and versatile Executive Assistant to support both personal and business tasks for a senior executive in the insurance and finance space. The ideal candidate is confident on the phone highly organized and experienced in managing complex schedules vendor relationships and administrative operations. This role requires a sharp energetic professional with a strong presence excellent English communication and the ability to handle sensitive information with discretion.
Key Responsibilities
Calendar & Inbox Management Organize schedules prioritize meetings and triage communications.
Vendor & Travel Coordination Handle calls with vendors negotiate terms and arrange complex travel itineraries.
Administrative Support Manage day-to-day tasks prepare documents and support both personal and business needs.
Recruitment Support Screen interview and vet candidates (not just trial-only hires).
Finance & Operations Support commission reconciliation payroll processing and CRM hygiene.
Marketing & CRM Involvement Assist with Salesforce and HubSpot tasks including basic reporting campaigns or updates.
Project Coordination Support small initiatives track progress and ensure deadlines are met.
Must-Have Qualifications
2 years as an Executive Assistant (open to 5 years for senior profiles).
Strong verbal English with excellent phone presence.
Fast and accurate typing speed (minimum 40 WPM).
Experience in the insurance or finance industry.
Hands-on experience with Salesforce and HubSpot.
Highly organized with a structured approach to onboarding and SOPs.
Nice-to-Have Skills
Familiarity with AI productivity tools.
Experience with Notion or other workflow systems.
Exposure to basic accounting practices.
High energy strong personality and sales aptitude.
Negotiation skills and ability to manage vendor relationships.
Employment Type
Full Time
