Schedule:

• 40 hours a week
• Monday to Friday 9:00 am to 6:00 pm, with one hour of unpaid break
• Client Time Zone: Eastern Time (Canada)

Client Overview:

A specialized marketing agency focused exclusively on helping financial advisors scale their businesses through strategic campaigns and automation. The agency has experienced significant growth over the past year and is now at the stage where systematic delegation and operational support are essential for continued expansion.

Job Description:

You’ll become the operational backbone of a growing marketing agency, learning proven systems for client success while directly impacting the growth of financial advisor businesses. This role offers a unique opportunity to master comprehensive marketing operations through hands-on training, starting with a month-long shadowing period where you’ll learn every aspect of client onboarding and fulfillment. You’ll take ownership of critical operational tasks, freeing up strategic capacity for business growth while developing expertise in cutting-edge marketing automation and AI-driven processes.

Responsibilities:

• Conduct targeted market research for financial advisor clients to support campaign development
• Create compelling ad scripts using AI tools and platforms for client campaigns
• Build and manage marketing automations, funnels, and landing pages within GoHighLevel platform
• Handle client communication and relationship management when primary contact is unavailable
• Execute systematic client onboarding and fulfillment processes learned through comprehensive training
• Manage repetitive operational tasks and administrative functions to maintain workflow efficiency
• Support overall agency operations while learning and implementing proven client success systems
• Collaborate directly with agency owner during initial training period to master all processes

Requirements:

• 3+ years of experience as an operational or administrative assistant
• Experience working with marketing agencies or similar service-based businesses
• Proficiency with GoHighLevel platform or similar marketing automation tools
• Familiarity with AI tools for content creation and scripting
• Strong client communication and relationship management skills
• Ability to learn complex processes quickly through observation and hands-on training
• Bonus if you have experience with funnel building and landing page creation
• It helps if you’re self-motivated and thrive in independent remote work environments

Why Join This Team?:

• Direct mentorship and comprehensive training through month-long shadowing program
• Work with cutting-edge marketing automation tools and AI platforms
• Flexible remote work arrangement with supportive, growth-focused culture
• Opportunity to become integral to agency operations and client success

Independent Contractor Perks:

• HMO Coverage for eligible locations
• Permanent work-from-home
• Immediate hiring