Elite Virtual Assistants

Administrative Assistant

• Manage the Client Success inbox and ensure timely, professional communication
• Coordinate calendars, onboarding meetings, client interviews, and follow-up appointments
• Prepare onboarding materials and ensure all documentation is complete prior to each onboarding
• Coordinate client interviews for pairings when clients choose to interview candidates
• Identify opportunities to improve the client journey and recommend process enhancements
• Build meaningful relationships with team members through regular communication and engagement in Slack
• Plan, coordinate, and facilitate quarterly Virtual Assistant meetings
• Reinforce EVA's core values, communication standards, and professional expectations through consistent messaging

Administrative Coordinator

Executive Assistant

• Coordinate executive communications, including taking calls, responding to emails, and interfacing with clients.
• Calendar, inbox, and file management.
• Prepare internal and external documents for team members and industry partners.
• Schedule meetings and appointments and manage travel itineraries.
• Arrange events to take place outside of the workplace, such as golf tournaments, fund-raising events, and staff appreciation events.
• Maintain an organized electronic filing system.
• Some personal tasks may be included when serving clients.
• Uphold a strict level of confidentiality.
• Develop and sustain a level of professionalism among staff and clientele.

Fractional Executive Assistant

Project Manager

• Coordinate and manage website-related projects from initiation through completion.
• Make website content updates and basic HTML modifications as needed.
• Maintain and update websites using platforms such as Squarespace and Duda.
• Communicate with clients and team members regarding project timelines, deliverables, and updates.
• Track project progress and ensure deadlines are met.
• Assist with administrative and operational tasks to support business objectives.

Website Project Coordinator

Paralegal

• Manage probate matters from open to close, ensuring deadlines and filings are met
• Draft estate planning documents, pleadings, petitions, and related legal documents
• Assist in preparation of Federal Estate and Gift Tax Returns (Forms 706 and 709)
• Maintain and analyze asset tables, creditor tables, and financial data
• Support trust funding, including deeds, assignments, asset transfers, and ownership retitling
• Coordinate with clients, financial advisors, and other professionals
• Communicate directly with clients in a professional, empathetic, and responsive manner
• Identify missing information, anticipate next steps, and proactively move matters forward
• Assist with business succession planning, real estate transfers, and entity structuring
• Ensure accuracy, consistency, and high-quality work product across all deliverables

Administrative Coordinator

Fractional Executive Assistant

Website Project Coordinator

Paralegal – Estate and Probate