Full-Time | Long-Term | Precision-Obsessed | System-Savvy Executive Assistant

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TYPE OF WORK

Full Time

SALARY

$400/month

HOURS PER WEEK

40

DATE UPDATED

Jul 14, 2025

JOB OVERVIEW

Hi! I’m Lisa — an Insurance Agent, emotional intelligence architect, and founder of multiple brands (with more on the way). I’m ready to bring on a rock-solid assistant who thrives on structure, accuracy, and high-touch communication. This is your shot if you’re a details-first kind of person with a backbone of discipline and a love for behind-the-scenes excellence.

This is NOT a gig. This is a right-hand role.

Weekly Schedule — Graveyard Shift (PHT Time)
You’ll work full-time (40 hours/week) and overlap with Pacific Standard Time (PST). You must be available for prep time before Lisa’s day starts and wrap-up time after it ends. Here’s your breakdown:

2:30 AM – 7:30 AM (Tuesday) 5 hrs
1:00 AM – 11:30 AM (Wednesday) 10.5 hrs
4:30 AM – 7:30 AM (Thursday) 3 hrs
1:00 AM – 7:30 AM (Friday) 6.5 hrs
1:00 AM – 11:30 AM (Saturday) 10.5 hrs
3:00 AM – 7:30 AM (Sunday) 4.5 hrs

Saturdays are always worked for consistency (even if I have no calls). Thursdays are light: policy review support only.

What You’ll Own
Daily CRM & Lead Hygiene
• Receive lead data, input into CRM, and send emails and texts
• Organize and clean CRM like a data ninja
• Input lead notes, follow-up reminders, & enrollment prep
• Nothing gets lost. Nothing is vague. No half-done tasks.

Inbox + Calendar Management
• Sort & flag Lisa’s inbox daily
• Draft templated replies via email/text/phone AI & organize by urgency
• Prep tomorrow’s calendar with notes, links, & lead info

Systems & SOPs
• Start and end the day with a log
• Document workflows as they evolve (you’ll help build systems too)
• Track which leads came from which campaign
• Assist in light project builds (I use ---------- )
• Consistently update knowledge base for Client Portal + Sona

Client Experience
• Light client messages set up & engagement (e.g., check-ins, birthday messages)
• Send follow-up reminders with care
• Make every interaction feel white-glove, even via email

Requirements
• Fluent English (written and spoken)
• Expert-level attention to detail — surgical precision, not vibes-based
• Solid tech stack confidence: ---------- , OpenPhone
• Strong internet + quiet environment
• Can handle fast-moving days and calm ones with equal grace
• Must be okay working graveyard shift (PH) long-term

Bonus Points If…
• You’ve worked in insurance, legal, real estate, or healthcare
• You’ve supported a founder or CEO before
• Your DISC profile = High C or High S
• You actually like organizing things and fixing broken processes
• You read this entire ad and are ready to pass the test.

What You Get
• Pay via Wise (PH-friendly)
• CEO mentorship + system-building experience
• Bonuses for high performance or big lead weeks
• Long-term growth potential
• Respect, clarity, structure — always.

TO APPLY
You must apply you must go to ---------- and take the test and send the screenshot of your test results to me with the word, Peach in your message. That way I know you read this far.

UPDATE: I have extended the deadline for applications. Will continue to accept until I find the right fit!

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