Assist World

Research Analyst

• Identify potential prospects through LinkedIn and subscribed news sources
• Research company and individual profiles against defined criteria
• Monitor relevant market signals indicating prospect readiness
• Enter, update, and maintain prospect records in the CRM
• Enrich profiles with accurate notes, context, and supporting links
• Maintain clean, well-organized pipelines
• Draft and send outreach messages on behalf of the team
• Manage follow-ups and track engagement
• Escalate qualified leads for approval and next steps
• Schedule introductory calls and meetings once prospects are approved
• Ensure smooth handoffs and accurate documentation
• Work alongside a tech-forward team using automation and AI tools
• Provide feedback on lead quality, funnel performance, and process improvements
• Maintain a human, professional tone in all communications

Lead Generation, Research Specialist

Executive Assistant

• Support an independent artist and creative professional
• Perform research to identify relevant art shows, exhibitions, and events
• Assist with weekly planning and time management
• Maintain organized spreadsheets or databases
• Assist with billing and clerical support as needed
• Perform basic website updates and social media coordination as required

Administrative & Research Virtual Assistant – Art & Creative Business Support

Marketing Operations

• AI Content Orchestration: Use HubSpot Breeze to generate localized landing pages for 15 states and clinical blogs. You will audit these for medical accuracy (E-E-A-T) and brand voice.
• Productized Service Oversight: Monitor Ranked.ai deliverables. Audit their weekly PPC reports to ensure our Cost Per Acquisition (CPA) remains healthy and negative keywords are being filtered.
• Reputation & GEO-SEO: Manage KiwiHealth to respond to patient reviews (HIPAA-compliant) and ensure our "Virtual Proximity" listings are accurate across 15 states.
• Closed-Loop Reporting: Maintain a HubSpot Enterprise dashboard that tracks the journey from "Ad Click" to "Booked Appointment" to "5-Star Review."

AI Marketing Operations Manager

Medical Billing and Coding

• Submit claims through our EHR (Charm)
• Monitor aging AR and follow up on unpaid or denied claims
• Identify billing errors and prevent future denials
• Upload eligibility checks and insurance verification screenshots
• Maintain SOPs and report on claim/AR status weekly
• Communicate with internal team and possibly patients when needed

A/R & Medical Billing Specialist, Psychiatry Outpatient Practice

• Organize and manage a busy inbox: triage, flag priorities, draft replies, and keep threads moving
• Ensure key items do not fall through the cracks
• Own calendar coordination: scheduling, rescheduling, confirmations, and meeting logistics
• Prepare the owner for the day/week by highlighting urgent priorities and deadlines
• Book and manage travel arrangements (flights, hotels, itineraries, ground transport)
• Handle personal admin tasks as assigned to reduce the owner's workload
• Maintain travel checklists and ensure trip readiness (documents, confirmations, timing)
• Compile and deliver recurring reports needed daily/weekly/meeting-prep
• Track key metrics and summaries so the owner can review quickly before meetings
• Create clean, decision-ready reporting packs (clear formatting, insights, and context)
• Attend meetings early on (or review recordings) to learn the business and workflow
• Capture action items and decisions, then translate them into trackable tasks
• Drive follow-ups across the organization to ensure tasks are completed on time
• Implement and maintain a simple task-tracking workflow using Microsoft Teams Planner
• Assign tasks to team members after meetings and monitor completion
• Assist with customer identification research (especially on the logistics side)
• Support basic CRM/task updates and potential mass email coordination (if needed)
• Maintain a basic posting calendar and keep the owner "present" online
• Open to occasional travel support for trade shows in Asia (e.g., Shanghai/Hong Kong)

Executive Virtual Assistant – Operations Support

• Organize and manage a busy inbox: triage, flag priorities, draft replies, and keep threads moving
• Ensure key items do not fall through the cracks
• Own calendar coordination: scheduling, rescheduling, confirmations, and meeting logistics
• Prepare the owner for the day/week by highlighting urgent priorities and deadlines
• Book and manage travel arrangements (flights, hotels, itineraries, ground transport)
• Handle personal admin tasks as assigned to reduce the owner's workload
• Maintain travel checklists and ensure trip readiness (documents, confirmations, timing)
• Compile and deliver recurring reports needed daily/weekly/meeting-prep
• Track key metrics and summaries so the owner can review quickly before meetings
• Create clean, decision-ready reporting packs (clear formatting, insights, and context)
• Attend meetings early on (or review recordings) to learn the business and workflow
• Capture action items and decisions, then translate them into trackable tasks
• Drive follow-ups across the organization to ensure tasks are completed on time
• Provide pre-meeting status updates: what's done, what's pending, blockers, owners
• Implement and maintain a simple task-tracking workflow using Microsoft Teams Planner
• Assign tasks to team members after meetings and monitor completion
• Assist with customer identification research (especially on the logistics side)
• Turn owner-provided photos/notes into simple posts and publish consistently
• Open to occasional travel support for trade shows in Asia (e.g., Shanghai/Hong Kong)

• Act as an extension of our founder, ensuring smooth operations across multiple tasks
• Handle event bookings, marketing outreach, and creative design
• Promote events and dance parties through various marketing channels
• Coordinate travel, logistics, and event planning
• Conduct outreach via Instagram, company emails, and social media
• Edit and create artwork using Canva and Photoshop

Executive Assistant, Entertainment Industry

• Act as the owner's right hand to keep tasks, follow-ups, and projects organized
• Create structure and processes for recurring workflows
• Track priorities, action items, and deadlines; ensure tasks don't fall through the cracks
• Provide daily organization support (help set the plan/schedule for the day)
• Communicate with contractors/vendors to coordinate work (no negotiating deals)
• Coordinate with the property management company (no tenant communication required)
• Serve as a reliable point of contact for operational updates and status tracking
• Maintain clear communication loops and keep the owner informed
• Manage a shared team inbox (not personal email access)
• Monitor inbound requests, respond where appropriate, and flag items needing owner input
• Create drafts, organize email threads, and maintain timely communication
• Calendar management: schedule appointments, coordinate meetings, manage changes
• Assist with meeting preparation and basic follow-up notes/tasks as needed
• Support QuickBooks tasks such as categorizing transactions (with guidance)
• Light reconciliation support
• Paying bills as needed
• Help coordinate inspections and maintenance workflows with the property manager
• Ensure notices are sent on time and inspections are scheduled appropriately
• Track progress and confirm completion of work

Executive Virtual Assistant – Integrator-style

• Manage a high-volume email inbox
• Own calendar management
• Assist with preparation for internal meetings
• Track action items after meetings
• Arrange travel logistics for the executive
• Coordinate internal events and off-sites
• Serve as a coordination point between leadership and internal team members
• Create and maintain internal documents in Notion
• Assist with task tracking and light CRM task management
• Schedule and post social media content

• Create and manage employee time entries in the payroll/time & attendance system
• Support day-to-day payroll admin tasks as assigned
• Maintain accuracy and consistency with time records and internal reporting
• Create and update job cards and job folders in the manufacturing system
• Maintain accurate job documentation and internal job tracking
• Support basic operational admin tasks tied to production workflow and job progression
• Learn and assist with creating quotes using SKUs/part numbers and internal pricing structure
• Complete internal forms and documentation (e.g., risk/safety-style forms)
• Prepare and maintain registration or admin paperwork as required
• Follow internal training provided via screen recordings

Manufacturing Admin Virtual Assistant – Operations Support

Social Media Manager

• Support the business through social media management and systems research and setup
• Social Media Setup & Management: Set up and/or rebuild social media accounts
• Take full ownership of social media management, including content scheduling and ongoing platform management
• Create and schedule posts using content and direction provided by the founder
• Build a consistent and professional online presence
• Research and evaluate booking and scheduling systems
• Assess whether the current booking platform can support these needs or recommend alternatives
• Help configure systems so contractors can receive bookings smoothly
• Assist with podcast and digital content support once core systems are established

Virtual Assistant – Social Media Management, Systems Support

• Open new closing files and complete data entry in the closing system (buyer/seller details, legal description, sale price, etc.)
• Follow a defined workflow upon receipt of a contract:
• ○ Order title commitment
• ○ Order lien search
• ○ Order survey
• Track confirmations and document status
• Maintain accurate file organization and document storage
• Assist the closing assistant with administrative closing tasks as needed
• Organize recorded documents and ensure they are saved correctly
• Retrieve recorded documents and upload them to the appropriate file
• Prepare title policy order forms by completing basic information for review
• Send routine client and vendor follow-ups (email or phone), such as deposit reminders and status checks
• Draft foreclosure pleadings and related documents using firm templates
• Perform court "housekeeping" tasks, including:
• ○ E-filing documents via court portals
• ○ Scheduling hearings and tracking deadlines
• ○ Drafting basic correspondence (e.g., letters to judges) from templates
• Maintain organized case files and ensure documentation is complete
• Produce near-final drafts for attorney review

Legal Virtual Assistant

Digital Marketing

• Social Media Management (Primary Focus)
• Edit and prepare video and image content supplied by the internal team
• Schedule and post content consistently across Instagram, Facebook, LinkedIn, TikTok
• Ensure brand consistency, tone, and quality across all platforms
• Manage captions, hashtags, and basic engagement where required
• Maintain a reliable posting cadence aligned with business growth
• Assist with content planning and scheduling
• Collaborate with the business to refine what content performs best
• Support Google Ads management once onboarded and aligned
• Assist with monitoring campaigns
• Work alongside existing internal and external Google Ads resources

Senior Social Media, Digital Marketing Virtual Assistant

• Manage inboxes and written communications on behalf of the client
• Draft and edit emails, messages, and short-form written content
• Assist with scheduling, calendar coordination, and task follow-ups
• Support day-to-day administrative tasks as priorities shift
• Conduct cold outreach via email, DM, or online platforms (no cold calling)
• Research and identify relevant:
• ○ Venues
• ○ Promoters
• ○ Industry contacts
• ○ Potential collaborators
• Initiate outreach using the client's name and accounts (not third-party profiles)
• Track outreach activity and responses
• Research people, companies, and opportunities within the music and creative industry
• Compile findings into clear, actionable summaries
• Identify and organize contact lists for follow-up
• Assist with basic invoicing and financial admin
• Work confidently within spreadsheets (Google Sheets / Excel)
• Navigate and update records in Xero (experience preferred, not required)
• Support financial organization without full bookkeeping responsibility
• Communicate via Slack
• Track tasks and projects in Asana
• Maintain clear documentation and task status updates

Personal Executive Assistant

Client Services Representative

• Serve as the first point of contact for clients
• Support client communication, scheduling needs, and inbound phone calls
• Respond to new client inquiries via phone and email
• Answer incoming phone calls from prospective and existing clients
• Provide clear, compassionate, and professional communication
• Gather basic intake information as needed (non-clinical)
• Assist with appointment scheduling, rescheduling, and cancellations
• Update and manage client information within the EHR system
• Escalate urgent or sensitive issues appropriately to the internal team
• Maintain accuracy, confidentiality, and compliance with privacy standards

Lead Generation, Research Specialist

Administrative & Research Virtual Assistant – Art & Creative Business Support

AI Marketing Operations Manager

A/R & Medical Billing Specialist, Psychiatry Outpatient Practice

Executive Virtual Assistant – Operations Support

Executive Virtual Assistant – Operations Support

Executive Assistant, Entertainment Industry

Executive Virtual Assistant – Integrator-style

Executive Assistant

Manufacturing Admin Virtual Assistant – Operations Support

Virtual Assistant – Social Media Management, Systems Support

Legal Virtual Assistant

Senior Social Media, Digital Marketing Virtual Assistant

Personal Executive Assistant

Virtual Assistant – Client Services