Virtual Assistant – Financial Literacy & Client Operations (GoHighLevel + CRM + Compliance)

About Us:

We are a financial education and client support company focused on helping individuals improve their financial profile through structured guidance, dispute support, and funding preparation.

We do not position ourselves as a “credit repair” company. We focus on financial literacy and credit profile management.

We are looking for a high-level Virtual Assistant who can help manage day-to-day operations, client onboarding, and CRM systems.

?

Core Responsibilities:

Client Onboarding and Support

* Manage new client onboarding inside CRM systems
* Ensure all client documents and information are properly collected and organized
* Communicate with clients via email, SMS, and occasional Zoom calls
* Guide clients through onboarding steps and next actions

CRM and System Management (GoHighLevel + Credit Repair Cloud)

* Manage and update client records
* Track progress and statuses (pending, active, completed)
* Maintain workflows, automations, and pipelines
* Ensure all systems are clean, organized, and up to date

Dispute Support and Processing

* Assist with dispute workflows and tracking
* Help prepare and organize dispute-related documentation
* Understand general U.S. consumer laws related to credit reporting (FCRA, FDCPA awareness)
* Follow structured processes for client support (no misleading or non-compliant practices)

Funnels and Automation

* Build and manage landing pages and funnels
* Connect forms, automations, and onboarding flows
* Support email and SMS follow-up systems

Operations Management

* Help manage daily business operations
* Monitor client progress and ensure timely follow-ups
* Identify ways to improve systems and processes

?

Requirements (Read Carefully):

This is a full-time, dedicated role. We are not looking for freelancers or part-time availability.

You must:

* Work exclusively with our company (no other clients or side work)
* Be available full-time during U.S. business hours
* Have strong English communication skills (written and spoken)
* Be comfortable communicating with clients and joining Zoom calls

Technical Requirements:

* Experience with GoHighLevel (required)
* Experience with Credit Repair Cloud or similar CRM (strongly preferred)
* Proficient with:
* Google Docs
* Google Sheets
* Google Drive
* Zoom / Slack

Industry Knowledge:

* Basic understanding of U.S. credit reporting system
* Familiarity with:
* FCRA (Fair Credit Reporting Act)
* FDCPA (Fair Debt Collection Practices Act)
* Ability to follow compliant, ethical processes

Education Requirement:

* Bachelor’s degree required

?

Bonus Qualifications:

* Experience working with U.S.-based clients
* Previous experience in financial services or client support
* Experience building onboarding systems and workflows
* Understanding of Metro 2 reporting (not required, but a plus)

?

Disqualifiers (Do Not Apply If):

* You currently work with multiple clients
* You are not available full-time
* You do not have GoHighLevel experience
* You do not have any understanding of credit or financial systems
* You use or promote misleading or non-compliant practices

?

Work Style:

* Full-time, long-term position
* Direct communication with the owner
* Opportunity to grow into a leadership or operations role

?

Pay:

* Based on experience
* Performance-based raises and bonuses available

?

How to Apply:

To be considered, you must:

1. Start your application with: “Financial Ops VA”
2. Confirm that you will work exclusively with our company
3. Provide:
* Your experience with GoHighLevel
* Any experience with Credit Repair Cloud or similar systems
4. Answer:
* “What is your understanding of how disputes and client workflows are handled in a compliant way?”
5. Rate yourself (1–10) in:
* CRM systems
* Client communication
* Process management

Applications that do not follow instructions will not be reviewed.

?

Selection Process:

* Step 1: Application review
* Step 2: Interview
* Step 3: Paid test task
* Step 4: Final selection