Hiring Now | Virtual Executive Assistant | Integrated Financial Advisory Firm (Phoenix, USA) | Remote (South Africa / Latin America) | Part-Time Executive Support Vacancy
A leading Phoenix-based integrated financial advisory firm in the United States is seeking a dedicated, detail-oriented Virtual Executive Assistant to directly support its President with daily executive administration, calendar scheduling, CRM maintenance, vendor coordination, and personal life administration.
This remote part-time position requires fluent professional English, strong productivity tool experience, and prior executive or business owner support experience. The role offers competitive monthly remuneration paid in US Dollars ($1,500 – $2,000 USD per month for ~20 hours per week) with clear growth potential into a full-time position as operational demand expands. Candidates from South Africa and Latin America are invited to apply.
Submit your application online in English before the recruitment portal closes.
Virtual Executive Assistant Remote Job Overview
| Detail | Information |
| Job Title | Virtual Executive Assistant |
| Company | Integrated Financial Advisory Firm (Phoenix, AZ, USA) |
| Work Level | Skilled / Dedicated Executive Support |
| Industry | Wealth Management / Financial Services & Executive Admin |
| Employment Type | Part-Time Remote (~20 hours/week, long-term dedicated) |
| Location | 100% Remote (Targeting South Africa & Latin America) |
| Working Hours | Mon – Fri (4–5 hours daily overlap between 08:00 and 17:00 MST) |
| Posting Date | 01 October 2026 |
| Closing Date | Open / As Advertised |
| Compensation | $1,500 – $2,000 USD per month (Part-time rate based on experience) |
About the Role
As a dedicated Virtual Executive Assistant, you will serve as the primary operational support pillar for the company President. This is an exclusive, non-pool position requiring high discretion, confidentiality, and seamless task execution.
You will manage calendar logistics, maintain accurate CRM records, handle document preparation, coordinate external vendors, execute light market research, and assist with personal life admin tasks. Working in daily alignment with U.S. Mountain Standard Time (MST), you will ensure the President’s operational workflow runs with maximum efficiency.
Key Performance Areas & Primary Responsibilities
Calendar & CRM Management
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Manage, maintain, and optimize the President’s complex calendar, scheduling and rescheduling appointments across time zones seamlessly.
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Maintain organized, precise, and up-to-date client records across U.S. financial CRM platforms.
Document Preparation & Administrative Support
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Format, proofread, and prepare outgoing corporate materials, meeting summaries, and administrative reports.
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Maintain consistent file-naming conventions and digital organization across cloud document libraries.
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Track open project items, action logs, and team deliverables (no direct client communication required).
Research & Information Summarization
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Conduct background research on business prospects, new situational developments, and potential partners.
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Monitor key industry trends, summarize relevant financial news, and prepare concise executive briefs.
Vendor & Operations Coordination
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Coordinate routine vendor communications, service requests, and operational follow-ups.
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Track renewal dates for software subscriptions, operational licenses, and insurance policies.
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Follow up on outstanding invoices, account statements, and operational commitments.
Personal & Life Administration
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Assist with personal travel research, flight/hotel bookings, and itinerary planning.
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Handle online purchasing, returns coordination, contractor research, and general personal errand management.
Minimum Requirements – Virtual Executive Assistant
Language & Work Experience
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Language: Fluent, professional written and spoken English (Essential).
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Experience: Proven experience supporting a C-suite Executive, President, or Small Business Owner (Essential).
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Experience in wealth management, tax advisory, or professional financial services (Highly Advantageous).
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U.S. working time alignment: Availability for 4–5 hours daily overlap between 08:00 and 17:00 MST (Essential).
Technical Skills & Tool Proficiency
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High proficiency with common executive productivity tools (calendar software, document formatting, and project management apps).
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Familiarity with U.S.-style CRM systems and digital record management principles.
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Comfort making international business phone calls and managing professional stakeholder communication.
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Experience with AI-integrated tools and AI workflows (e.g., using Claude or ChatGPT for repeatable tasks and workflow automation) (Strong Advantage).
Key Personal Attributes
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Discretion: Exceptional integrity and willingness to sign a strict non-disclosure agreement (NDA) for sensitive financial data.
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Detail & Organization: Meticulous attention to detail, proactive tracking, and high organizational discipline.
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Self-Reliance: High independence, problem-solving capability, and clear remote work initiative.
Remuneration & Working Structure
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Monthly Remuneration: $1,500 to $2,000 USD per month (Part-time rate based on skill level, qualifications, and experience).
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Work Schedule: ~20 hours per week, Monday to Friday (with 4–5 hours daily MST overlap).
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Career Growth: Dedicated long-term opportunity with direct potential to expand into a full-time executive role.
Frequently Asked Questions – Remote Executive Assistant Jobs
Where can candidates apply from?
This remote search is open to qualified candidates located in South Africa and Latin America.
What time zone alignment is required?
Candidates must be available for 4 to 5 hours daily during the U.S. Mountain Standard Time (MST) window between 08:00 and 17:00 MST.
Is this a shared agency pool role?
No. This is a 100% dedicated, direct Virtual Executive Assistant role supporting the firm’s President.
How to Apply for This Virtual Executive Assistant Job
Take the next step in your virtual executive career with an established U.S. financial advisory firm. Apply online today.
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Job Role: Virtual Executive Assistant (Phoenix Financial Advisory Client).
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Important Note: Applications and resumes MUST be submitted in ENGLISH to be processed.
Apply early to secure your spot in the executive screening process!
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Post last updated: 01 October 2026 | Keywords: Virtual Executive Assistant remote jobs 2026, US company executive assistant USD, remote virtual assistant South Africa, EA jobs Phoenix financial firm, part time remote executive assistant jobs 2026
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