Calendar & Inbox Command: Manage busy executive calendars, triage emails, draft replies, schedule across US time zones, and protect focus time.
Client Communications: Respond to inquiries, prep meeting agendas, capture minutes/action items, and own follow-ups to completion.
Project Support: Build task boards, track deadlines, and maintain status updates in tools like Asana/ClickUp/Trello; escalate risks early.
Documentation & SOPs: Create and maintain checklists, templates, and SOPs so recurring work becomes predictable and faster.
Research & Reporting: Conduct targeted research (vendors, tools, market info), synthesize findings, and prepare concise summaries or slide decks.
Data & Files: Clean up docs and folders, maintain naming/versioning standards, and ensure everything’s easy to find.
Light Bookkeeping (as needed): Categorize expenses, match receipts, prep simple invoices/credit notes, and coordinate with the accounting team (QuickBooks/Expensify basics).
CRM Hygiene: Update records, log activities, prep lists/exports, and keep pipelines tidy (HubSpot/Salesforce or similar).
Travel & Logistics: Arrange travel, prepare itineraries, and manage event logistics when required.
Quality, Privacy & Security: Follow data-handling policies, use MFA, and observe least-privilege access at all times.
Requirements
3+ years in a Virtual Assistant/Executive Assistant/Operations role supporting C-level leaders or Senior stakeholders.
Tool fluency: Google Workspace (Docs/Sheets/Drive), Microsoft Office, Slack/Zoom/Teams, and at least one CRM.
Organization & Follow-through: You live by checklists, time blocking, and clear documentation; nothing falls through the cracks.
Excellent English (written & spoken): clear, friendly, and professional—your emails read like you mean business.
Problem solving: You turn vague asks into concrete next steps; you propose options, not obstacles.
Time-zone alignment: Comfortable working US business hours