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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.
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.
Why Join Assist World:
- 100% remote work with no tracker, promoting autonomy.
- $50 birthday bonus and $200 testimonial bonus.
- AI tools support hiring but human judgment finalizes decisions.
Assist World
Assist World is a company that provides virtual assistant services, including for a life insurance brokerage focusing on high-net-worth clients across Africa, the Middle East, and Europe. They emphasize a remote-first culture with no time trackers and value independence and precision.