Executive Assistant, Operations & AI Automation
New
F
FreedUpFinancial Services
MexicoFull-TimeMiddle
Salary$1,300- $1,700 per month
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Job Details
- Experience
- 3+ years
- Required Skills
- QA AutomationHubSpotCRM
Requirements
- 3+ years of experience as an Executive Assistant, Operations Assistant, Administrative Coordinator, or similar role.
- Strong experience in phone and email management.
- Expertise in calendar coordination across multiple calendars.
- Proficiency in CRM data maintenance.
- Proficiency in HubSpot and Mailchimp.
- High comfort level working with AI tools such as ChatGPT or Copilot.
- Ability to manage and validate AI-generated outputs.
- Excellent written and verbal communication skills with attention to regulatory sensitivity.
- Strong organizational and time-management skills.
- Reliable high-speed internet and modern laptop hardware.
Responsibilities
- Handle client emails with impeccable tone and regulatory awareness.
- Respond to client inquiries on behalf of the Executive.
- Manage monthly marketing distributions using Mailchimp and HubSpot.
- Validate data from fund administrators for accuracy before distribution.
- Update and maintain clean contact lists in CRM systems.
- Organize and sanitize the Executive's multiple calendars.
- Handle repetitive operational processes including insurance renewals and engagement letters.
- Partner with a custom AI assistant to automate tasks and validate outputs.
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