Assist World
Virtual Executive Assistant / Client Services Coordinator
- Compensation
- $1.3K–$1.4K / mo
- Location
- South Africa, ZA
- Arrangement
- Remote
- Employment type
- Other
- Posted
- 3 September 2026 (27 days ago)
Checked 26 days agoApplications go to the employer, never to RoleSprint
About this role
Company Overview
A 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.
Role Overview
The 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.
Call 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.
This 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.
Key Responsibilities
• Answer inbound phone calls professionally as the first point of contact, starting October 2026
• Make light outbound calls to existing clients only — never cold calling
• Send and respond to follow-up emails with existing clients, using AI tools such as Claude, ChatGPT or Copilot to help draft responses
• Manage scheduling and calendar coordination for client meetings
• Join Zoom/Teams calls briefly (5–10 minutes) to introduce clients before handing off to the advisor
• Support the weekly internal team Zoom meeting
• Set up and help run client webinars approximately every two weeks
• Handle light administrative and data-entry tasks, including keeping CRM records updated
• Communicate with the team via WhatsApp, Teams or chat for day-to-day task updates
Skills & Tools
• Minimum 3 years of relevant experience in customer service, EA, front-desk or receptionist roles
• Prior cold-calling or sales experience is a strong plus, although this role does not involve cold calling
• Comfortable using VoIP/phone systems such as OpenPhone/Quo or PhoneBurner
• Working knowledge of Zoom and Microsoft Teams
• Comfortable using AI tools such as Claude, ChatGPT and Copilot
• Clear and professional phone manner
• Financial services experience is a plus but not required
• Trustworthy, organised and detail-oriented
• Comfortable working towards increased responsibility, including client scheduling and CRM access
Why Join Assist World?
100% REMOTE
$50 birthday bonus
$200 testimonial bonus
$500 entry monthly raffle
NO TRACKER. NO PROBLEM
Work location
- ZA
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About this listing
Published on Lever under the board identifier Assist World, which is the name the employer’s own job board carries. RoleSprint has not verified the company’s registered or trading name, so it is shown exactly as published rather than tidied up.
RoleSprint is not the employer and not a recruiter. Applications are made on the employer’s own site and never reach us; what RoleSprint does is help you decide whether a role is worth your time and prepare for it if it is.
Published 3 September 2026, last checked 26 days ago. A posting stops being advertised here 90 days after the employer published it, and one the employer takes down is marked closed rather than quietly removed.