About

🚀 Executive Assistant to Wealth Visionary - Scaling to 7-Figures I'm the founder of Ross Financial Coaching. After 20+ years in internal audit at major financial institutions like Citi and Bank of America, I'm now helping entrepreneurs become "Wealth Visionaries" - leaders who make financial decisions with speed, certainty, and confidence. THE OPPORTUNITY: We're at an inflection point. I'm transitioning from 1:1 coaching to group programs and launching our signature "AI Wealth Accelerator" on October 16, 2025. I need an exceptional Executive Assistant who will be my operational backbone - the force multiplier that keeps me in my wealth-creation genius zone while systematically scaling our business. This isn't your typical EA role. You'll be my operations partner, building the systems and workflows that enable exponential growth. WHAT MAKES THIS ROLE UNIQUE: 🤖 AI-First Environment: We leverage AI for everything from content creation to decision-making. Daily AI usage isn't preferred - it's required. You should be fluent with tools like ChatGPT, Claude, ElevenLabs, and excited about continuously learning new AI applications. 🎯 Immediate Impact: You'll hit the ground running with our October 16 launch. No lengthy onboarding - I need someone who can anticipate needs and execute without hand-holding. 📈 Growth Trajectory: Start at 15-20 hours/week with clear path to full-time as we scale. You'll learn alongside a CPA-turned-entrepreneur while gaining experience in online business, coaching industry, and cutting-edge automation. 🌍 Full Remote Freedom: Work from anywhere with flexible scheduling. Results matter more than hours. YOUR CORE RESPONSIBILITIES: - Operations Management: Own email triage, calendar optimization, client onboarding workflows - AI-Powered Automation: Create voiceovers using ElevenLabs, build ChatGPT workflows, automate repetitive processes - Launch Coordination: Execute masterclass logistics, marketing campaigns, student onboarding systems - Community Management: Oversee Facebook Group engagement and member communications - Team Leadership: Coordinate with Social Media Manager, manage VAs, handle contractor relationships - Growth Support: Research lead lists, prepare outreach materials, optimize conversion processes - Systems Building: Document SOPs, create Notion databases, implement new tools that support scaling WHAT I'M LOOKING FOR: ✅ 2+ years EA/Operations experience in entrepreneurial or coaching environments ✅ Daily AI user - not just familiar with, but actively using AI tools in your current work ✅ Systems mindset - you naturally think "How can this be automated/streamlined?" ✅ Proactive communication - you update, anticipate, and solve before being asked ✅ Tech-savvy - comfortable with CRMs (transitioning from Dubsado to GoHighLevel), project management tools, social platforms ✅ Growth-oriented - understanding of online business, lead generation, client journey ✅ Self-directed - able to work autonomously with minimal supervision SUCCESS METRICS: - Founder spends 80%+ time on wealth-creation activities - October 16 program launches flawlessly with target enrollment - Manual processes reduced by 50% within first 90 days - All client communications handled within 4 business hours - Measurable contribution to lead generation and conversion efforts WHY JOIN US: This is a ground-floor opportunity with a rapidly scaling business targeting seven-figure growth. You'll work in an AI-integrated environment where innovation is encouraged and expected. Learn alongside a CPA-turned-entrepreneur with 20+ years of financial expertise while gaining valuable skills in online business and marketing automation. COMPENSATION & GROWTH: Competitive hourly rate commensurate with experience, with clear growth potential as the business scales. This role could evolve into Operations Manager as we expand. IMMEDIATE START NEEDED - We launch October 16 and need someone who can make an immediate impact. If you're excited about becoming the operational force behind a Wealth Visionary and have what it takes to drive systematic growth, I want to hear from you! Ready to help entrepreneurs build wealth while building your own career? Apply now using this link - https://boulder-ketch-729.notion.site/Executive-Assistant-to-Wealth-Visionary-Job-Description-273635ab91bf8143a1cbffe4d372824e Note: Daily AI usage is non-negotiable. Only candidates who demonstrate genuine AI proficiency will be considered.