{"data":{"job_id":"e7196a7e-ad53-4c5f-9d34-9c7f66e9b376","membership":"included","merged_into_job_id":null,"currentness":"current","stale":true,"company_id":null,"employer_name":{"state":"known","value":"Assist World","postingIds":["809d7f834921cf45334a08e44e4e08cdce47352c51383729723c012fb106aa5b"]},"title":{"state":"known","value":"Virtual Executive Assistant / Client Services Coordinator","postingIds":["809d7f834921cf45334a08e44e4e08cdce47352c51383729723c012fb106aa5b"]},"description":{"state":"known","value":"Company Overview\n\nA boutique financial advisory practice led by a financial advisor serving individual clients with wealth management, financial planning, and investment guidance. The firm operates in partnership with a larger financial services organisation and is preparing for continued growth over the coming months.\n\nRole Overview\n\nThe firm is hiring a dedicated Virtual Executive Assistant / Client Services Coordinator to be the first point of contact. This person will answer inbound phone calls, support light scheduling and calendar tasks, and help keep the practice organised as it grows.\n\nCall volume is currently light, so the role will also include outbound follow-up calls and emails to existing clients, along with support for recurring virtual team meetings and client webinars.\n\nThis is a long-term, relationship-based role. The goal is to have one consistent person that the practice and its clients can get to know over time, rather than a rotating phone service.\n\nKey Responsibilities\n\nAnswer inbound phone calls professionally as the first point of contact, starting October 2026\n\nMake light outbound calls to existing clients only — never cold calling\n\nSend and respond to follow-up emails with existing clients, using AI tools such as Claude, ChatGPT or Copilot to help draft responses\n\nManage scheduling and calendar coordination for client meetings\n\nJoin Zoom/Teams calls briefly (5–10 minutes) to introduce clients before handing off to the advisor\n\nSupport the weekly internal team Zoom meeting\n\nSet up and help run client webinars approximately every two weeks\n\nHandle light administrative and data-entry tasks, including keeping CRM records updated\n\nCommunicate with the team via WhatsApp, Teams or chat for day-to-day task updates\n\nSkills & Tools\n\nMinimum 3 years of relevant experience in customer service, EA, front-desk or receptionist roles\n\nPrior cold-calling or sales experience is a strong plus, although this role does not involve cold calling\n\nComfortable using VoIP/phone systems such as OpenPhone/Quo or PhoneBurner\n\nWorking knowledge of Zoom and Microsoft Teams\n\nComfortable using AI tools such as Claude, ChatGPT and Copilot\n\nClear and professional phone manner\n\nFinancial services experience is a plus but not required\n\nTrustworthy, organised and detail-oriented\n\nComfortable working towards increased responsibility, including client scheduling and CRM access\n\nWhy Join Assist World?\n\n100% REMOTE\n\n$50 birthday bonus\n\n$200 testimonial bonus\n\n$500 entry monthly raffle\n\nNO TRACKER. NO PROBLEM","postingIds":["809d7f834921cf45334a08e44e4e08cdce47352c51383729723c012fb106aa5b"]},"work_arrangement":{"state":"known","value":"remote","postingIds":["809d7f834921cf45334a08e44e4e08cdce47352c51383729723c012fb106aa5b"]},"locations":[{"state":"known","value":{"country":"ZA"},"postingIds":["809d7f834921cf45334a08e44e4e08cdce47352c51383729723c012fb106aa5b"]}],"job_first_seen_at":"2026-09-29T16:53:34.146Z","curated_at":"2026-10-03T11:24:30.911Z","job_updated_at":"2026-10-08T05:38:47.300Z","postings":[{"posting_id":"809d7f834921cf45334a08e44e4e08cdce47352c51383729723c012fb106aa5b","board_id":"lever","source_posting_id":"48ddb410-62ac-4b93-a5d2-07d07fd0f898","posting_status":"listed","posting_url":{"state":"known","value":"https://jobs.lever.co/assist-world/48ddb410-62ac-4b93-a5d2-07d07fd0f898","postingIds":["809d7f834921cf45334a08e44e4e08cdce47352c51383729723c012fb106aa5b"]},"application_url":{"state":"known","value":"https://jobs.lever.co/assist-world/48ddb410-62ac-4b93-a5d2-07d07fd0f898/apply","postingIds":["809d7f834921cf45334a08e44e4e08cdce47352c51383729723c012fb106aa5b"]},"location":{"state":"known","value":{"remote":true,"country":"ZA","alternatives":[{"raw":"South Africa","remote":true,"country":"ZA","countryRaw":"South Africa"}]},"postingIds":["809d7f834921cf45334a08e44e4e08cdce47352c51383729723c012fb106aa5b"]},"pay":{"state":"known","value":{"max":1400,"min":1300,"ranges":[{"max":1400,"min":1300,"currency":"USD","interval":"month"}],"currency":"USD","interval":"month"},"postingIds":["809d7f834921cf45334a08e44e4e08cdce47352c51383729723c012fb106aa5b"]},"title":{"state":"known","value":"Virtual Executive Assistant / Client Services Coordinator","postingIds":["809d7f834921cf45334a08e44e4e08cdce47352c51383729723c012fb106aa5b"]},"employer_name":{"state":"known","value":"Assist World","postingIds":["809d7f834921cf45334a08e44e4e08cdce47352c51383729723c012fb106aa5b"]},"description":{"state":"known","value":"Company Overview\n\nA boutique financial advisory practice led by a financial advisor serving individual clients with wealth management, financial planning, and investment guidance. The firm operates in partnership with a larger financial services organisation and is preparing for continued growth over the coming months.\n\nRole Overview\n\nThe firm is hiring a dedicated Virtual Executive Assistant / Client Services Coordinator to be the first point of contact. This person will answer inbound phone calls, support light scheduling and calendar tasks, and help keep the practice organised as it grows.\n\nCall volume is currently light, so the role will also include outbound follow-up calls and emails to existing clients, along with support for recurring virtual team meetings and client webinars.\n\nThis is a long-term, relationship-based role. The goal is to have one consistent person that the practice and its clients can get to know over time, rather than a rotating phone service.\n\nKey Responsibilities\n\nAnswer inbound phone calls professionally as the first point of contact, starting October 2026\n\nMake light outbound calls to existing clients only — never cold calling\n\nSend and respond to follow-up emails with existing clients, using AI tools such as Claude, ChatGPT or Copilot to help draft responses\n\nManage scheduling and calendar coordination for client meetings\n\nJoin Zoom/Teams calls briefly (5–10 minutes) to introduce clients before handing off to the advisor\n\nSupport the weekly internal team Zoom meeting\n\nSet up and help run client webinars approximately every two weeks\n\nHandle light administrative and data-entry tasks, including keeping CRM records updated\n\nCommunicate with the team via WhatsApp, Teams or chat for day-to-day task updates\n\nSkills & Tools\n\nMinimum 3 years of relevant experience in customer service, EA, front-desk or receptionist roles\n\nPrior cold-calling or sales experience is a strong plus, although this role does not involve cold calling\n\nComfortable using VoIP/phone systems such as OpenPhone/Quo or PhoneBurner\n\nWorking knowledge of Zoom and Microsoft Teams\n\nComfortable using AI tools such as Claude, ChatGPT and Copilot\n\nClear and professional phone manner\n\nFinancial services experience is a plus but not required\n\nTrustworthy, organised and detail-oriented\n\nComfortable working towards increased responsibility, including client scheduling and CRM access\n\nWhy Join Assist World?\n\n100% REMOTE\n\n$50 birthday bonus\n\n$200 testimonial bonus\n\n$500 entry monthly raffle\n\nNO TRACKER. NO PROBLEM","evidence":["source description HTML is a partial formatting fragment; the complete source description was preserved"],"postingIds":["809d7f834921cf45334a08e44e4e08cdce47352c51383729723c012fb106aa5b"]},"work_arrangement":{"state":"known","value":"remote","postingIds":["809d7f834921cf45334a08e44e4e08cdce47352c51383729723c012fb106aa5b"]},"source_posted_at":"2026-09-03T20:30:10.989Z","first_seen_at":"2026-09-29T16:53:34.146Z","last_completed_fetch_at":"2026-10-05T09:05:14.441Z","latest_application_check":null,"source_data":{"sourceType":"lever","availability":"listed","employmentType":"Operations / Data Entry Virtual Assistant / Full-Time","sourcePostedAt":"2026-09-03T20:30:10.989Z","sourceUpdatedAt":null,"jobLocationType":"remote"},"source_rights":{"rights_record_id":"ats:lever:jobs-api-list:global","terms_verdict":"unclear","conditions":null,"attribution_required":null,"attribution_text":null,"attribution_link":null},"source_type":"lever","source_class":"ats","employment_type":"Operations / Data Entry Virtual Assistant / Full-Time"}]},"snapshot_watermark":"2026-10-08T08:01:59.931Z"}