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
Required:
- Proven experience building or using AI agents/workflows with tools such as ChatGPT, Claude, Codex, Grok, or similar
- Knowledge in travel concierge planning (points, rewards, complex
- Executive/administrative support background, including Google Workspace email and calendar management
Your superpowers are...
- Technical Skills
- Hands-on AI agent/workflow building (not just casual chatbot use)
- Google Workspace mastery (Gmail, Calendar, Docs, Sheets)
- Email marketing/campaign tools (Mixmax); HubSpot familiarity a plus
- Social media management across LinkedIn, X/Twitter, and Instagram
- Comfort with phone-based customer/sales software
- Soft Skills & Traits
- Confident, persuasive, and engaging communicator
- Highly proactive — takes ownership and anticipates needs rather than waiting for instructions
- Sharp researcher, comfortable digging into companies and prospects
- Detail-oriented and highly organized
- Adaptable and resourceful, especially when troubleshooting travel or scheduling changes
WFH Set-Up:
- Computer with at least 8GB RAM, an Intel i5 core processor/AMD Ryzen 5 Processor and up.
- Internet speed of at least 40MBPS
- Headset with an extended mic that has noise cancellation and a webcam
- Back-up computer and internet connection
- Quiet, dedicated workspace at home
You should apply if...
- You genuinely enjoy experimenting with and building AI tools, and you can show real examples of agents or workflows you've built — not just tools you've "used"
- You're the type of person who solves problems before being asked, not someone who waits for a checklist
- You love the challenge of finding the smartest, most cost-effective way to book a flight or maximize a points balance
- You're a confident communicator who can pick up the phone and represent someone else's business professionally
- You thrive with autonomy and take real ownership of your work rather than needing constant direction
What to expect...
Work Setup:
- Remote position
- Must have a reliable internet connection and a quiet workspace
- Required to provide own computer with Intel Core i5 or something similar or higher operating system
Working Hours:
- 20 hours per week
- Monday to Friday 9:00am - 1:00pm MST
Compensation:
- $7 per hour
- No benefits package included
