VirtualStaffing

Executive Assistant

• Research potential and existing donors and create detailed 1–3 page briefs, including background, giving history, philanthropic interests, and wealth capacity.
• Maintain a database of donor information, ensuring data accuracy, relevance, and confidentiality.
• Sort through and organize data to identify high-value prospects and forecast potential donation amounts.
• Manage and coordinate calendars and scheduling for Cathy Scott and Trevor Bragdon, including meetings, calls, and appointments.
• Assist with personal and professional tasks as needed, including travel arrangements, expense tracking, and reminders.
• Communicate clearly and professionally with other members of the CS&C team as needed.
• Upload and manage video content on Vimeo, including setting chapter bookmarks at designated timestamps per provided instructions.
• Set up and manage email campaigns and sequences in Kit.com (formerly ConvertKit), following templates and guidelines provided.
• Conduct basic web research to support organizational needs and projects.
• Learn and work within additional platforms as needed with instructions provided.
• Conduct market research or other ad-hoc projects to support organizational needs.
• Maintain task lists and ensure deadlines are met efficiently.
• Prepare and organize reports, presentations, and materials for meetings and events.

Healthcare Virtual Assistant