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Virtual Executive Assistant

Assist World Agency Admin & Virtual Assistance

Executive Assistant role for a life insurance brokerage, providing white-glove support to the founder, managing calendar/inbox, handling client transactions, and using CRM (HubSpot). Remote position.

Can a South African apply?

The employer’s own job board lists this role’s eligible location as:

Philippines, South Africa (Remote)

Taken from the structured location field on the employer’s job board, not from the wording of the advert, when we last checked it on 2026-09-27. Employers change eligibility without notice — the employer’s page is the authority, not this one.

What it pays

Not published. This posting states no figure, and we do not estimate one. Ask during the first conversation.

The full posting

Reproduced from the employer’s own listing, unedited.

Read the posting in full · 414 words

Company Overview

The company is a life insurance brokerage with private wealth and facilitation divisions. The firm brokers life insurance solutions for the world's largest insurance carriers, working exclusively with high-net-worth clients (minimum $5 million net worth) across Africa, the Middle East, and Europe. Policy sizes typically start around $1 million in coverage and can reach $250-300 million. Transaction volume is low, but every deal is high-stakes — the firm's standard is to go above and beyond on every single touchpoint.

Role Overview

This company is looking for an Executive Assistant who can bring luxury, white-glove service to every client interaction. This person will work directly with the founder to keep each transaction moving smoothly through a defined process flow, manage his calendar and inbox with urgency and precision, and represent the brand at the exclusive level its clients expect. The ideal candidate is a proactive self-starter who can pick up a task, run with it, and have it done and reported back — without needing to be micromanaged.

Key Responsibilities

  • Manage the founder's calendar and inbox daily, prioritizing and actioning items with urgency so he wakes up to a cleared queue.
  • Own each step of the client transaction process flow once handed off, working independently through to completion.
  • Maintain and update client and deal records in the CRM (currently HubSpot), and prepare regular status reports.
  • Handle written and remote oral communication with high-net-worth clients at a polished, luxury-level standard.
  • Work in spreadsheets and Word documents to prepare client-facing materials and internal tracking.
  • Flag issues or make judgment calls independently where appropriate, escalating only when it truly requires the founder's input.
  • Support ad hoc requests tied to time-sensitive, high-value transactions.

Skills & Tools

  • Strong written and remote oral communication skills — comfortable representing the brand with high-net-worth, international clientele.
  • Proficiency with spreadsheets (Excel/Google Sheets) and Word/Google Docs.
  • CRM experience required; HubSpot experience preferred but not mandatory as long as the candidate can work efficiently in a similar system.
  • Strong calendar and inbox management skills.
  • High attention to detail — this is a top priority for the client.
  • Demonstrated ability to work independently, exercise judgment, and follow a defined process without constant oversight.
  • Comfortable setting up and using a dedicated business phone line (e.g. Google Voice, Zoom Phone, RingCentral, or OpenPhone) for international calls.

REQUIREMENTS

Why Join Assist World?

100% REMOTE

$50 birthday bonus

$200 testimonial bonus

NO TRACKER. NO PROBLEM

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