20four7VA

Designer

• Design UGC creator portfolios in Canva using approved structures and layouts
• Build portfolios that clearly showcase: Creator overview & niche positioning, UGC examples (photo + video), Metrics & past results (when provided), Case studies (mandatory section), Brand logos / collaborations (if available), Contact / booking CTA
• Ensure each portfolio is clean, modern, and optimized for brand decision-makers
• Design Twitter Banner, profile picture, branding assets for creator to use in their UGC business
• Create fully shareable Canva Site or Canva PDF portfolios
• Maintain organized Canva files so portfolios can be duplicated, edited, and updated efficiently
• Design a dedicated Case Studies section in each portfolio if creator has case study if not, there must be empty space template for future case study
• Design dedicated pet section (if they have pets)

UGC Canva Portfolio Designer

Lead Generation

• Make outbound cold calls to targeted B2B companies
• Introduce our services and ask qualifying questions
• Identify potential capital equipment or project opportunities
• Collect and verify accurate contact details in the CRM
• Log all calls, notes, and outcomes accurately
• Schedule follow-up calls when appropriate
• Pass qualified and interested prospects to the internal sales team
• Handle basic objections professionally

Cold Calling & Lead Generation Virtual Assistant

Content Manager

• Direct the creation of all listing content, managing the content pipeline and overseeing designers
• Ensure quality and brand compliance
• Report operational metrics
• Present finished content to clients and manage feedback
• Track conversion performance of content projects
• Focus on management responsibilities over personal design execution

Creative Content Director, Amazon Listing Content

• Perform lead generation activities, including researching potential clients using tools like Hunter.io, LinkedIn, and other prospecting platforms.
• Build and maintain a database of qualified leads based on provided target criteria.
• Customize and send cold outreach emails using provided templates, ensuring proper personalization where needed.
• Manage LinkedIn prospecting efforts, including outreach and follow-up communication.
• Utilize CRM or email marketing tools (such as Mixmax, HubSpot, or similar) for email tracking, follow-ups, and pipeline management.
• Coordinate schedules and appointments using calendar tools to set up meetings with prospective clients.
• Provide updates on lead generation progress, challenges, and successes during regular check-ins.

Lead Generation Specialist

Social Media Manager

• Support our team in CRM management, email outreach, and social media activities
• Execute email outreach using MailMeteor and maintain optimal outreach sequences
• Track opens, replies, warm leads, and conversions while cleaning and organizing email lists
• Draft follow-ups aligned with the client’s brand tone
• Build weekly lists of boutique owners and draft personalized LinkedIn connection messages
• Suggest posts for brand visibility and draft posts for the client’s LinkedIn
• Post updates to the company's LinkedIn and maintain a weekly content calendar
• Provide weekly summary reports of activities and engagements

Social Media Outreach, Administrative Virtual Assistant

• Design bold logos, apparel graphics, and product mockups.
• Create print-ready designs for sweatshirts, t-shirts, and merchandise.
• Maintain consistent visual branding across products and social platforms.
• Prepare assets compatible with print-on-demand workflows.
• Create and edit high-engagement Instagram Reels and short-form content.
• Manage daily posting, captions, and audience engagement (comments and DMs).
• Spearhead Shopify store build-out and ongoing updates.
• Improve product presentation, layout, and visual consistency.
• Proactively suggest content ideas, design concepts, and improvements.

Marketing Virtual Assistant – Social Media, Graphic Design

Executive Assistant

• Perform accurate data entry into the client’s medical billing system
• Post all insurance payments, invoices, and billing adjustments for assigned accounts
• Enter billing data using CPT codes or based on provided instructions
• Conduct audits and coding reviews to ensure accuracy and compliance
• Assign codes for all services rendered and research additional information for complex or unusual cases
• Close daily payment batches and assist with payment and statement reconciliation when required
• Initiate and prepare counters for rejected or denied claims
• Endorse counters and submissions to the appropriate internal point person
• Edit and adjust claims as needed to correct errors
• Submit claims and counters accurately and on time
• Maintain a list of queries and missing information needed to complete invoicing
• Ensure all billing records are accurate, organized, and up to date

Medical Billing Virtual Assistant

• Take complete mortgage loan applications over the phone with borrowers.
• Accurately input borrower information into the lender’s system.
• Review applications for completeness and compliance before submission.
• Ensure proper documentation is requested upfront to prevent delays.
• Identify and request required borrower documentation (income, assets, credit, tax returns, etc.).
• Review submitted documents for accuracy and completeness.
• Prepare files for online submission through lender portals.
• Submit loan packages for underwriting review.
• Work inside lender platforms such as UWM and/or PennyMac.
• Manage online approvals and status updates.
• Monitor pipeline for underwriting decisions.
• Review underwriting conditions.
• Communicate required stipulations to borrowers.
• Gather and upload additional documentation to satisfy conditions.
• Ensure timely response to avoid closing delays.
• Coordinate with title companies.
• Assist in scheduling closings.
• Ensure all required documentation is submitted prior to funding.
• Follow up through final approval and closing confirmation.

Mortgage Loan Assistant, Virtual Assistant

Bookkeeper

• Perform monthly bookkeeping for personal and business accounts.
• Reconcile all bank and credit card accounts (4–5 cards).
• Maintain accurate records for 2 rental properties totaling 16 units.
• Track income, expenses, and security deposits related to rental operations.
• Prepare monthly financial statements, including balance sheets, P&L statements, and cash flow summaries.
• Scrutinize and categorize all credit card expenses in Quicken.
• Ensure consistent and accurate categorization for tax optimization.
• Monitor and maintain clean, up-to-date books across all accounts.
• Manage and update Quicken for personal and business entities.
• Ensure chart of accounts is properly organized and optimized.
• Prepare monthly reconciliations and review for accuracy.
• Identify discrepancies and resolve issues promptly.
• Develop monthly financial reports with insights and summary analysis.
• Prepare and organize all deliverables required for annual CPA/tax filings.
• Maintain documentation, receipts, and financial records in an audit‑ready format.
• Serve as a managed financial partner, ensuring ongoing upkeep and accuracy of records.
• Work closely with ownership to clarify transactions and improve financial visibility.
• Recommend improvements to processes and financial organization.

Bookkeeper / Financial Operations Specialist

• Manage and optimize the CEO’s calendar across multiple time zones (ET & UK)
• Schedule, reschedule, prioritize, and resolve calendar conflicts proactively
• Coordinate internal and external meetings with executives, partners, and customers
• Ensure the CEO is well-prepared for meetings with accurate timing and logistics
• Plan and manage domestic and international executive travel
• Book flights, hotels, ground transportation, and prepare detailed itineraries
• Handle last-minute changes quickly and accurately
• Manage and organize the CEO’s email inbox
• Draft professional emails, follow-ups, and responses as needed
• Support communication via Slack, WhatsApp, email, and calls
• Assist with expense tracking, receipts, and reimbursement documentation
• Respond quickly to urgent requests and last-minute changes

Virtual Assistant / Executive Assistant to CEO

Operations

• Execute daily, weekly, and monthly recurring workflows in alignment with existing SOPs
• Manage task lists, deadlines, deliverable tracking, and project dependencies across publishing and events
• Assist leadership by organizing operational processes and ensuring nothing is overlooked
• Maintain an accurate and organized CRM database
• Update contact records, tags, statuses, and pipelines across both markets
• Enter new partners, prospects, and editorial contacts as directed
• Support annual ranking and data collection projects
• Send follow-up sequences to prospects
• Track and promptly reach out to Facebook referrals
• Collaborate with various teams to ensure operational efficiency
• Maintain shared drives, filing systems, templates, and documentation.

Executive Operations Assistant, Bilingual

• Create accurate and comprehensive medical documentation during or after patient encounters.
• Document symptoms, concerns, medical history updates, and treatment notes during phone calls.
• Pre-fill or prepare notes by reviewing previous medical history, diagnoses, and relevant information.
• Upload, organize, and maintain patient documentation securely in OneDrive.
• Assist in navigating PointClickCare for documentation, if experienced.
• Maintain strict confidentiality of all patient records and sensitive health information.

Senior Medical Scribe – Charting Virtual Assistant, Part-Time

Payroll

• Perform daily payroll and timecard audits to ensure accuracy.
• Compare data across ADP, Cortex, and internal Google Sheets.
• Identify inconsistencies and flag issues for resolution.
• Maintain the on-road incident reporting log and historical update.
• Assist with administrative tasks as needed.

Timecard, Payroll & Incident Reporting Virtual Assistant

• Prepare and submit construction permits across various U.S. jurisdictions
• Manage business license renewals and compliance documentation
• Organize and maintain digital records in Google Drive
• Track active projects, timelines, and deliverables using Google Sheets
• Maintain project documentation and warranty records
• Handle change order requests and track related invoices
• Track project expenses and budgets
• Assist with basic financial tracking and reporting
• Handle purchase orders and supplier invoicing
• Coordinate with suppliers and vendors
• Manage material ordering and delivery tracking
• Answer and route incoming calls
• Respond to customer and vendor emails
• Coordinate with internal team members as needed
• Assist with bids and proposals
• Conduct basic competitor research when required

Construction Operations Virtual Assistant

Digital Marketing

• Regularly update the website using the Divvy theme, ensuring all content is accurate, engaging, and visually appealing.
• Implement SEO best practices for on-page and off-page optimization, including keyword research, meta tags, and backlink strategies to improve search engine rankings.
• Upload new blog posts to the website, ensuring proper formatting, alignment with SEO strategies, and the inclusion of relevant images and tags.
• Update the website with current specials and promotions, ensuring they are clearly presented and aligned with marketing campaigns.
• Populate and manage our Mailchimp database, ensuring accurate segmentation based on audience behavior, interests, and other relevant criteria.
• Plan, segment, and execute email marketing campaigns to promote products, services, and content, including newsletters and promotional offers.
• Analyze email marketing metrics (open rates, click-through rates) to assess campaign performance and provide insights for future improvements.
• Create and upload posts for social media competitions across our platforms, ensuring they are visually appealing and meet branding standards.
• Manage the selection of competition winners, ensuring that this process is completed by Friday, with announcements made over the weekend or early Monday.
• Oversee responses and engagements on social media platforms, maintaining a positive brand image and promptly addressing inquiries.
• Provide regular reports on website analytics, email campaign performance, social media engagement, and competition outcomes.
• Conduct A/B testing for email campaigns and website content, analyzing results to refine strategies for improved performance.