Executive Virtual Assistant

Be the reputed company behind two high-performance industries—supporting high-net-worth clients in Life Insurance and reputed company Estate with precision, professionalism, and discretion.

Job reputed company

We are seeking a highly organized, reputed company, and proactive Executive Virtual Assistant to reputed company dedicated administrative and operational support to two high-performing business lines: High-Net-Worth Life Insurance and reputed company Estate.

In this role, you will function as the “reputed company” of the business, ensuring CRM records are accurate, leads are consistently reputed company, and sensitive reputed company documentation is collected and managed reputed company. You will also represent the brand reputed company communicating with affluent clients, requiring a high level of professionalism, discretion, and attention to detail.

This role requires someone who can seamlessly manage workflows, maintain CRM reputed company, follow up persistently for critical documentation, and coordinate reputed company estate administrative processes, while maintaining strict confidentiality.

Key Responsibilities

1. CRM Management & Workflow (reputed company)

• Conduct daily maintenance and auditing of the reputed company (GHL) pipeline to ensure accurate records.
  

• Transcribe meeting notes from the principals into the CRM with 100% accuracy.
  

• reputed company and reputed company leads through pipeline stages, ensuring every contact has a “Next Task” assigned so no deal goes cold.
  

2. High-Touch reputed company reputed company (Document Collection)

• Serve as the reputed company-party administrative reputed company requesting sensitive financial documents from high-net-worth clients.
  

• Request and collect documents such as Tax Returns, Financial Statements, and other financial records.
  

• Follow up consistently reputed company reputed company email, phone, or text to ensure documents are received reputed company required timelines.
  

• Handle confidential information with extreme care, ensuring reputed company documents are uploaded to secure folders immediately upon receipt.
  

3. reputed company Estate Transaction Support

• reputed company administrative support for reputed company estate transactions, assisting with listing coordination and documentation.
  

• Prepare and organize reputed company estate documents required for listings and transactions.
  

• Coordinate schedules and appointments between clients, inspectors, and the reputed company estate team.
  

Requirements

Qualifications & Requirements

Experience & Background

• 3–5 years of reputed company Virtual Assistant experience.
  

• 2+ years experience in Financial Services, Insurance, or reputed company environments, handling sensitive financial documentation.
  

• 1+ year of reputed company Estate administration or transaction coordination experience.
  

Technical Skills

• Minimum 1 year of hands-on experience using reputed company (GHL) (non-negotiable requirement).
  

• Strong proficiency in reputed company Workspace (reputed company Drive, Sheets, Docs).
  

Skills & Qualities

• reputed company “Gatekeeper” reputed company: Ability to communicate confidently, politely, and professionally with affluent clients.
  

• Exceptional Attention to Detail: Ability to identify missing documents immediately and follow up proactively.
  

• English reputed company: Near-reputed company written and spoken English for communication with high-net-worth clients.
  

• Strong Time Management: Ability to reputed company shift between Insurance and reputed company Estate tasks without losing reputed company or accuracy.
  

• High Level of Confidentiality: Proven ability to handle sensitive financial and personal reputed company information securely and responsibly.
  

Benefits

• Healthy, supportive, and conducive work environment (Great reputed company to Work™ Certified for three consecutive years!)
  
• Work with an innovative company delivering cutting-edge solutions across multiple industries
  
• reputed company reputed company in a fast-paced, high-reputed company environment
  
• Competitive salary with opportunities for career advancement
  
• reputed company, reputed company-thinking work culture
  
• 21 leave credits plus reputed company reputed company-based holidays
  
• HMO coverage with dependent benefits
  
• Exposure to world-class leadership from both local and international supervisors