Seasoned Executive Virtual Assistant – Data Entry, Scheduling, CRM & Administrative Support for a Leading Financial Advisory Firm

About brighthush

brighthush is a forward‑thinking financial advisory firm that empowers high‑net‑worth individuals and families to achieve their long‑term wealth goals. With a focus on retirement planning, investment management, and business succession, we combine deep industry expertise with cutting‑edge technology to deliver personalized, data‑driven solutions. Our team is built on a foundation of integrity, collaboration, and a relentless pursuit of excellence. As we continue to expand our digital footprint, we’re looking for a dynamic, self‑motivated Executive Virtual Assistant to join our remote team and help us streamline operations, enhance client experiences, and drive business growth.

Why Join brighthush?

At brighthush, you’ll be part of a culture that values innovation, continuous learning, and work‑life balance. We believe that every team member plays a pivotal role in our success, and we provide the tools, resources, and support you need to thrive. Whether you’re a seasoned professional or a rising star in the virtual assistance arena, you’ll find opportunities to grow, collaborate, and make a tangible impact on our clients’ financial journeys.

Key Responsibilities

• Data Management & Accuracy: Capture, verify, and update client and prospect data across multiple platforms, ensuring 100% accuracy and compliance with data protection standards.
• Appointment & Calendar Coordination: Schedule, reschedule, and confirm meetings for senior executives, leveraging online scheduling tools and calendar integrations.
• CRM Administration: Maintain and enrich the CRM database (GoHighLevel and other systems), including lead tracking, task assignment, and reporting.
• Document Preparation: Draft, edit, and format internal and client‑facing documents, presentations, and reports using Microsoft Office and Google Workspace.
• Communication Liaison: Serve as the first point of contact for routine inquiries, forwarding complex matters to the appropriate team members.
• Process Improvement: Identify bottlenecks in administrative workflows and propose solutions to enhance efficiency and scalability.
• Compliance & Confidentiality: Adhere to strict confidentiality protocols and maintain compliance with industry regulations and company policies.

Essential Qualifications

• Minimum of 3 years experience as a virtual assistant, data entry specialist, or administrative support professional.
• Fluent in written and spoken English, with exceptional attention to detail and a strong command of grammar.
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and Google Workspace (Docs, Sheets, Slides, Calendar).
• Experience with online scheduling tools (Calendly, Doodle, etc.) and CRM platforms (GoHighLevel preferred).
• Reliable high‑speed internet connection and a dedicated, quiet workspace.
• Strong organizational skills, ability to multitask, and a proactive approach to problem solving.
• Self‑starter who thrives in a remote, independent contractor setting while maintaining clear communication with the team.

Preferred Qualifications

• Background in the finance or wealth‑management industry.
• Experience with financial data systems or investment platforms.
• Knowledge of data privacy regulations (GDPR, CCPA, etc.).
• Familiarity with project management tools (Asana, Trello, Monday.com).
• Previous experience working with senior executives or C‑level stakeholders.

Skills & Competencies

• Technical Proficiency: Advanced Excel skills (pivot tables, VLOOKUP, macros), Google Sheets automation, and CRM data management.
• Communication: Clear, concise written communication; ability to translate complex data into actionable insights.
• Time Management: Prioritize tasks, meet deadlines, and manage competing priorities with minimal supervision.
• Adaptability: Quickly learn new tools and processes; remain flexible in a fast‑changing environment.
• Problem‑Solving: Identify issues, analyze root causes, and implement effective solutions.
• Confidentiality: Maintain strict confidentiality of sensitive client information.

Career Growth & Learning Opportunities

At brighthush, we invest in our people. As an Executive Virtual Assistant, you’ll have access to:

• Monthly virtual training sessions covering advanced Excel techniques, CRM best practices, and industry trends.
• Mentorship from senior leaders who share their expertise and career insights.
• Opportunities to transition into project management, operations, or client‑success roles as you build new skills.
• Participation in cross‑functional initiatives that shape the future of our digital services.

Work Environment & Company Culture

Our remote culture is built on trust, transparency, and collaboration. You’ll be part of a global team that values:

• Open communication through Slack, Teams, and weekly video check‑ins.
• Flexibility to balance personal commitments while delivering high‑quality work.
• A supportive community that celebrates achievements and encourages continuous improvement.
• Regular virtual team‑building events, such as game nights, wellness challenges, and skill‑sharing workshops.

Compensation, Perks & Benefits

As an independent contractor, you’ll receive a competitive annual rate of USD 10,400 – 14,560, commensurate with experience and performance. In addition to base compensation, we offer:

• Generous paid time off (PTO) policy, including vacation, sick leave, and personal days.
• Health and wellness stipend to support your physical and mental well‑being.
• Access to a curated library of e‑learning courses and industry certifications.
• Annual performance bonus potential based on key metrics and company growth.
• Flexible work hours within the core window of 8 am–5 pm Central Time, Monday through Friday.

How to Apply

If you’re ready to bring your expertise to a dynamic, growth‑oriented firm and help shape the future of financial advisory services, we’d love to hear from you. Please submit your resume, a brief cover letter outlining your relevant experience, and any portfolio samples that showcase your data management or scheduling proficiency.

To apply, click the link below and complete the online application. We look forward to exploring how your skills and passion can contribute to brighthush’s continued success.