**Job Title**:Executive Assistant & Project Manager **Location**: Remote **Work Hours**: 9 AM - 5 PM PST/PDT **Compensation**: Commensurate with experience, with potential for performance-based bonuses **About the client**: We’re a forward-thinking organization that strives to optimize every facet of our business and personal operations. We believe in leveraging the best technology—AI tools, Notion, GoHighLevel, Loom, and beyond—to unlock new levels of efficiency and service excellence. Our mission is to build a culture of seamless collaboration, innovation, and trust. **Job Overview**: We’re seeking a proactive, tech-savvy Personal Assistant with exceptional project management skills. If you love creating order out of chaos, enjoy leveraging cutting-edge digital tools, and want to shape a smoother, more efficient working environment, this role might be perfect for you. **Key Responsibilities**: Project Management & Organization: - Oversee ongoing projects and tasks, ensuring everything stays on schedule. - Create, maintain, and optimize Notion databases for both personal and business needs (financial data, client records, project tracking, etc.). - Proactively identify upcoming tasks or obstacles, and propose solutions to keep progress on track. Client Communication & Relationship Management: - Manage client onboarding in GoHighLevel, ensuring seamless setup and smooth handoff. - Handle simple customer service inquiries and escalate when necessary. Scheduling & Task Coordination: - Manage daily, weekly, and monthly calendar appointments—both personal and professional. - Coordinate meetings, calls, and follow-ups with clients and business partners. - Keep track of deadlines, milestones, and upcoming events to maximize time efficiency. Loom Video Creation & Documentation: - Use Loom to create step-by-step tutorials, status updates, or training materials for clients and team members. - Organize and maintain a resource library of Loom videos for future reference. Financial Organization & Confidentiality: - Collect and organize financial information, statements, and expense data within Notion (or other approved systems). - Maintain strict confidentiality and trustworthiness while handling sensitive information. AI Systems & Efficiency Implementation: - Familiarity with various AI tools and systems to automate processes, reduce manual work, and improve workflows. - Stay updated on emerging AI trends that could benefit the business. Internal Team Coordination: - Communicate with team members and occasionally manage employees’ schedules and tasks on behalf of leadership. - Provide end-to-end assistance for assigned projects, ensuring all stakeholders are aligned. **DESIRED SKILLS & QUALIFICATIONS**: Tech Proficiency: - Notion Ninja: Skilled at creating databases, linking pages, and structuring dashboards for clear workflow. - GoHighLevel Experience: Able to onboard clients, manage pipelines, and coordinate campaigns. - iPhone/iMessage User (preferred): For seamless connectivity and direct messaging with the team. - Loom Experience: Comfortable creating video walkthroughs, status reports, and tutorials. Project Management & Organization: - Proven ability to juggle multiple tasks and projects simultaneously without dropping the ball. - Strong communication skills to track progress, remind stakeholders, and provide timely updates. Communication & Interpersonal Skills: - Excellent written and verbal English communication. - Confident in making follow-up calls and coordinating with clients. - Able to create a friendly yet professional rapport with diverse client personalities. Attention to Detail & Confidentiality: - Keen eye for spotting discrepancies or inefficiencies, and the initiative to propose solutions. - Track record of handling sensitive info with unwavering discretion and integrity. AI & Automation Mindset: - Ready to explore, learn, and implement AI tools that can optimize life and business processes. - Passionate about staying at the cutting edge of emerging tech solutions. Personal Attributes: - Forward-thinking: Anticipates needs and next steps without needing constant direction. - Self-Starter: Takes ownership of tasks and delivers results with mínimal supervision. - Problem Solver: Thrives on finding creative ways to simplify or speed up daily operations. Expected hours: 40 per week Application Question(s): **Experience**: - executive assistant: 2 years (required) - project management: 1 year (required) **Language**: - english (required) - spanish (required)