About this role
About the Client Our client is a busy personal and professional advisor based in Phoenix, Arizona, seeking dedicated remote support to manage the operational and administrative backbone of their business. They value proactive, self-directed team members who can anticipate needs and represent them professionally in both business and personal matters. This is an opportunity to become a true right hand to an entrepreneur who is actively investing in building out a high-performing support team. Why does this role exist? This role exists because our client needs a strategic partner — not just a task-taker — to take full ownership of their administrative, communication, and travel operations so they can focus on higher-value work. The client is looking to close a specific gap: someone who combines polished, confident communication (including running sales and customer calls) with genuine, hands-on fluency in AI tools and automation, plus specialized expertise in travel hacking and concierge-level trip planning. Ultimately, this hire should reduce the client's day-to-day operational load while proactively finding smarter, faster ways to get things done using AI. Communication & Client-Facing Support Handle inbound and outbound customer/sales calls with confidence and professionalism Represent the client persuasively and accurately in calls and written communication Manage day-to-day correspondence, ensuring nothing falls through the cracks Executive & Administrative Support Manage email and calendar via Google Workspace, prioritizing and organizing proactively Take ownership of recurring admin tasks without needing step-by-step direction Anticipate the client's needs and act ahead of requests Research, Prospecting & Growth Support Conduct business and company research to support decision-making Build and maintain prospect/lead lists Run email campaigns through Mixmax and support pipeline tracking (HubSpot a plus) Manage and grow social media presence across LinkedIn, X/Twitter, and Instagram AI Automation & Workflow Optimization Build and maintain AI-powered agents/workflows (using tools such as ChatGPT, Claude, Codex, Grok, etc.) to streamline recurring tasks Identify opportunities across admin, research, and communication workflows where AI can save time or improve output Continuously bring new AI tools/techniques to the role rather than relying on static processes Travel Planning & Concierge Services Plan complex travel itineraries, leveraging points, rewards, and travel-hacking strategies to maximize value Handle end-to-end travel arrangements and troubleshoot changes proactively Act as a trusted travel concierge, anticipating preferences and constraints