Assistantly

Graphics Designer

• Design visually engaging presentations, decks, and marketing collateral for multiple departments.
• Create branded designs that align with established style guides.
• Transform complex data and concepts into clear, impactful visuals.
• Use Asana or similar tools to manage design requests and deliverables.
• Collaborate with marketing, operations, and leadership teams to produce on-brand materials.
• Deliver high-quality graphics quickly and consistently while maintaining design standards..

Graphic Designer

Project Manager

• - Manage and maintain Asana boards to ensure clarity, prioritization, and timely completion of tasks.
• - Drive project timelines, follow-ups, and accountability across all team members.
• - Facilitate clear cross-functional communication between departments.
• - Identify bottlenecks and create solutions to maintain workflow momentum.
• - Document processes and standard operating procedures for consistency.
• - Provide regular project updates and reports to leadership.
• - Support the optimization of team collaboration and efficiency.

Team Project Manager

Analytics Engineer

• Streamline data connectivity and enable data-driven decision making across a growing family of companies
• Extract and scrape data from multiple CRM systems across sister companies using automated tools and scripts
• Design and implement data integration solutions to connect disparate systems and standardize data formats
• Create comprehensive dashboards and visualizations using Tableau to support executive decision-making
• Develop and maintain databases that aggregate data from third-party systems with full visibility into calculations
• Collaborate with leadership teams to identify key metrics and design meaningful data representations
• Troubleshoot data connectivity issues and develop creative solutions for complex integration challenges

Data Analytics Specialist

Marketing

• Develop high-quality marketing collateral including property flyers, investment memorandums, and presentation materials for education and childcare properties
• Execute comprehensive email marketing campaigns targeting corporate operators, franchisees, institutional investors, and high-net-worth individuals
• Create and manage engaging social media content across platforms to showcase properties and establish thought leadership in net lease CRE
• Coordinate with external freelancers including graphic designers, photographers, and content creators to ensure brand consistency and quality
• Design and produce property-specific marketing packages that highlight investment opportunities in the education sector
• Manage marketing project timelines and deliverables to support active deal flow and business development efforts
• Track marketing campaign performance and provide analytics reporting on engagement and lead conversion
• Collaborate with brokerage team to create custom presentations for client meetings and industry events
• Use professional design, email marketing, social media, project management, CRM, and commercial real estate platforms to execute marketing work

Marketing Assistant, Commercial Real Estate

Paralegal

• Manage comprehensive case workflows using Clio software for billing, file management, and court system access.
• Draft and prepare legal documents following Washington state legal forms and procedures.
• Organize and maintain incoming client data, ensuring accuracy and confidentiality.
• Handle client communications and coordinate case-related activities with legal team members.
• Process billing operations and maintain detailed financial records within Clio system.
• Work full-time (8am–5pm PST, Monday–Friday) and support comprehensive case management and billing operations.

Sales

• Research and identify decision-makers (CXOs, VPs, Directors) from mid-market to enterprise companies and build high-quality segmented contact databases using LinkedIn, ZoomInfo, and industry directories
• Execute personalized outreach campaigns via email, LinkedIn, and phone calls following structured 3-5 touchpoint cadences and leverage WIC community and President's network for warm introductions
• Conduct discovery calls and present customized sales decks for OPULIS Global Book Tour, ICONS Movie Tour, and Insider Circle Leadership Program to qualify interest and demonstrate value
• Personally invite qualified leaders to product launches, screenings, and sessions while coordinating event registrations and follow-up communications
• Draft and customize sponsorship proposals, bulk book orders, and membership offers tailored to client priorities and business needs
• Coordinate with President and Partner Benefits Manager throughout the sales process to drive signed agreements, secure payments, and ensure smooth deal closure
• Maintain CRM/Airtable system with weekly updates on contact information, touchpoints, meeting outcomes, and pipeline progression
• Provide comprehensive weekly pipeline reports tracking lead generation, meetings booked, opportunities created, and deals closed by product line

Sales Representative

Backend Engineer

• Design, implement, and maintain scalable APIs and Rails-based systems
• Lead development with Ruby on Rails ensuring high performance and maintainability
• Design, build, and optimize APIs that power applications and integrations
• Partner with the team to translate business requirements into scalable technical solutions
• Write clean, secure, and testable code aligned with best practices
• Troubleshoot and resolve technical issues quickly and effectively

Software Developer, Ruby on Rails, API

Executive Assistant

• Prepare comprehensive executive briefings and attendee profiles using multiple AI platforms
• Conduct comprehensive calendar reviews to anticipate meetings, deadlines, and travel; proactively flag priorities and conflicts using AI-powered scheduling tools
• Create meeting agendas with objectives, time allocations, and desired outcomes; prepare strategic talking points and contact research
• Compile and organize supporting materials digitally and conduct post-meeting debriefs capturing action items
• Manage executive inbox by sorting, prioritizing, and summarizing communications using AI tools
• Execute comprehensive calendar management with AI-assisted scheduling, rescheduling, and appointment confirmation
• Maintain and update digital databases for relationship management; draft and format documents and presentations with AI tools
• Organize meeting agendas, capture notes with AI transcription tools, and distribute action items
• Create, edit, and schedule LinkedIn content and support executive digital presence and content strategy
• Research and book executive travel; identify and vet conference opportunities and assemble itineraries
• Handle basic bookkeeping and expense reporting and organize receipts using AI-assisted financial tools

Executive Assistant, Operations Specialist

Business Development Rep

• Make 150 outbound dials daily by calling 400-600 monthly inbound opt-in leads twice per day for 3-4 days using established calling schedules
• Book 12-15 qualified sales appointments weekly, targeting 2-4 qualified sets daily over 5 working days with a show rate above 70%
• Execute morning and evening calling blocks during optimal PST hours to maximize connection rates and appointment booking success
• Follow established, fully-vetted scripts that have been refined and proven effective over 2-3 years of successful implementation
• Implement multiple lead generation strategies including calling workshop leads, following up with past inbound deals, farming people from Facebook groups, Instagram accounts, and personal Facebook profiles
• Attend morning huddles via Zoom at 8 AM PST Monday-Friday, knowing your numbers, projections, and pace metrics
• Complete end-of-day reporting including personal projections updates, team tracking sheet updates, CRM pipeline maintenance, deal note documentation, follow-up task creation, and confirmation of next day's appointments
• Maintain detailed CRM records ensuring all deals are in proper stages, include comprehensive call notes, update due dates, and create follow-up tasks for potential prospects
• Follow up prior to appointments to ensure prospects show up and maintain high appointment attendance rates
• Ensure proper handoff of qualified appointments to sales team with detailed notes and appropriate introductions

Business Development Representative

Content Manager

• Develop monthly content calendars and strategy
• Create 30-second market update videos, house tours, and listing highlights using CapCut
• Design physical collateral (brochures, pamphlets, mailers) using Canva Pro and coordinate printing vendors
• Produce social media content for listings and general marketing and create Instagram Reels
• Write and design end-of-month newsletters via MailChimp
• Manage Buffer account for scheduled posting across Instagram, Facebook, LinkedIn
• Handle community engagement (comments, DMs, interactions) and tag agents for resharing
• Meet with agents weekly/bi-weekly to discuss individual marketing strategies
• Create branded templates and marketing materials for agents and coordinate print fulfillment
• Provide marketing direction and request assets with deadlines to internal team members
• Create branding materials for real estate developments and design banners, billboards, and promotional materials
• Handle seasonal marketing pushes (spring/fall market focus)

Real Estate Marketing and Content Manager

Operations

• Manage executive inbox and correspondence
• Organize calendars, schedule meetings, and confirm appointments
• Track tasks, projects, and deadlines to ensure nothing slips
• Prepare agendas, documents, and notes for meetings
• Organize files, documents, and data for easy access
• Book travel and manage itineraries
• Conduct light research to support decision-making
• Create and update SOPs and process documentation
• Manage task boards and project timelines (Asana, ClickUp, Trello)
• Track deliverables and send reminders/follow-ups
• Set up and maintain tools, platforms, and automations
• Support with reporting, metrics, and quality checks

Operations Assistant

• Ensure content, campaigns, and brand presence are delivered consistently and on time
• Manage executive inbox and correspondence
• Organize calendars, schedule meetings, and confirm appointments
• Track tasks, projects, and deadlines to ensure nothing slips
• Prepare agendas, documents, and notes for meetings
• Organize files, documents, and data for easy access
• Book travel and manage itineraries
• Conduct light research to support decision-making
• Schedule and publish social media posts
• Repurpose blogs, podcasts, or videos into short-form content
• Create graphics, decks, and templates in Canva
• Draft and schedule email newsletters or nurture campaigns
• Manage content calendars and brand assets
• Edit short videos and reels (CapCut, Canva)

Marketing Assistant

• Manage executive inbox and correspondence
• Organize calendars, schedule meetings, and confirm appointments
• Track tasks, projects, and deadlines to ensure nothing slips
• Prepare agendas, documents, and notes for meetings
• Organize files, documents, and data for easy access
• Book travel and manage itineraries
• Conduct light research to support decision-making
• Manage MLS listings and property data entry
• Coordinate transaction timelines and communication
• Schedule showings, open houses, and vendor appointments
• Create flyers, listing presentations, and marketing collateral
• Post properties online and on social media
• Handle client communication and follow-up
• Research comps, market data, and neighborhood insights

Real Estate Virtual Assistant

Client Services Representative

• Combine EA skills with frontline communication and customer success to ensure clients feel supported, engaged, and connected
• Manage executive inbox and correspondence
• Organize calendars, schedule meetings, and confirm appointments
• Track tasks, projects, and deadlines to ensure nothing slips
• Prepare agendas, documents, and notes for meetings
• Organize files, documents, and data for easy access
• Book travel and manage itineraries
• Conduct light research to support decision-making
• Respond to support tickets and client emails
• Send updates, reminders, and weekly reports
• Proactively check in with clients and accounts
• Set up onboarding dashboards, folders, or knowledge bases
• Schedule check-ins, calls, and follow-ups
• Collect testimonials, feedback, and call notes

Client Support Assistant

• Manage executive inbox and correspondence
• Organize calendars, schedule meetings, and confirm appointments
• Track tasks, projects, and deadlines to ensure nothing slips
• Prepare agendas, documents, and notes for meetings
• Organize files, documents, and data for easy access
• Book travel and manage itineraries
• Conduct light research to support decision-making
• Schedule and publish social media posts
• Repurpose blogs, podcasts, or videos into short-form content
• Create graphics, decks, and templates in Canva
• Draft and schedule email newsletters or nurture campaigns
• Manage content calendars and brand assets
• Edit short videos and reels (CapCut, Canva)
• Ensure content, campaigns, and brand presence are delivered consistently and on time
• Collaborate one-on-one with matched clients and a Talent Success Manager to support long-term partnerships

Real Estate Assistant

• Manage executive inbox and correspondence
• Organize calendars, schedule meetings, and confirm appointments
• Track tasks, projects, and deadlines to ensure nothing slips
• Prepare agendas, documents, and notes for meetings
• Organize files, documents, and data for easy access
• Book travel and manage itineraries
• Conduct light research to support decision-making