Wing Assistant

Executive Assistant

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Healthcare Virtual Assistant

• Manage listings and address customer inquiries, concerns, and transaction documentation.
• Create and maintain a pipeline of prospects identified from various lead sources.
• Keep accurate records of leads, contacts, buyers, and sellers through the upkeep of a CRM system.
• Manage listings, monitor staging and repairs, and coordinate open-house events and other promotional activities.
• Gather information about market insights and locational amenities to provide assistance in client selections.
• Set appointments and meetings between buyers, sellers, brokers, and agents.
• General administration tasks
• Ad hoc tasks

Real Estate Virtual Assistant

• Coordinate interview scheduling across multiple stakeholders and time zones ( 10 to 20 interview schedules per week)
• Prepare and manage onboarding items for new clients
• Conduct and track reference checks and background checks
• Support sales operations through research and task documentation
• Create and manage R2B2 tasks ( screening clicks to the website)
• Maintain internal data sheets and program metrics
• Assign risk levels to alerts and prepare follow-ups

General Virtual Assistant – Full Time

Operations

• Lead live client shadowing sessions to extract work in real time
• Identify high-pain, high-impact tasks without waiting for client direction
• Convert messy workflows, brain dumps, and recordings into clean SOPs
• Audit inboxes, calendars, and digital tools to uncover instant delegation wins
• Deliver the first functional SOP within 48 hours of client onboarding
• Work in-office with Bench VAs to ensure tight handoff and execution
• Turn Looms, voice notes, and messages into clear, executable tasks
• Maintain client trust around access, security, and managed-office workflows
• Own early client outcomes, speed, and momentum end-to-end

Client Operations Partner

• Lead high-intensity onboarding calls where you watch the client work via screen-share.
• Perform "Zero-Effort Extractions" by reviewing client emails to identify repetitive tasks.
• Audit the client's website, socials, and calendars to find "invisible work".
• Work physically on the office floor with Bench VAs.
• Manage the "Loom-and-Leave" and "Voice-to-Task" channels.

Operations Lead

Business Operations

• The 15-Minute Shadow: Lead high-intensity onboarding calls where you watch the client work via screen-share. You narrate the logic while a Bench VA live-scribes the SOP in real-time.
• The "Reverse Interview": Instead of asking "What do you want to delegate?", you ask "What is the one task making you want to quit your job?" to identify immediate pain points.
• Process Decomposition: Translate "brain-dumps" and messy screen recordings into clean, logic-based Standard Operating Procedures (SOPs).
• Sent Folder Deep-Dives: Perform "Zero-Effort Extractions" by reviewing client emails to identify repetitive tasks (scheduling, invoicing, follow-ups) that can be offloaded instantly.
• Digital Footprint Diagnostics: Audit the client's website, socials, and calendars to find "invisible work" (e.g., broken links, unoptimized schedules) to present as proactive "Quick Wins."
• Tool Implementation: Set up the "Wing Tech Stack" (LastPass, Slack, Project Management boards) to ensure secure, Day-1 operational readiness.
• The "Bench-Build" Bridge: Work physically on the office floor with Bench VAs. You are responsible for ensuring the VA understands the client's nuances before the account "Goes Live."
• Asynchronous Capture: Manage the "Loom-and-Leave" and "Voice-to-Task" channels, turning client videos and voice notes into formal, executable tasks for the team.
• Confidentiality Shielding: Act as the first point of contact for security, pitching our "Managed Office" protocols to nervous clients to ensure they feel safe sharing access.

Business Process Optimization Lead

Systems Engineer

• Live "Work Extraction" & Shadowing: Lead high-intensity onboarding calls where you watch the client work via screen-share. You narrate the logic while a Bench VA live-scribes the SOP in real-time.
• Digital Workflow Audits: Perform "Zero-Effort Extractions" by reviewing client emails to identify repetitive tasks (scheduling, invoicing, follow-ups) that can be offloaded instantly.
• Systems Engineering & Bench Collaboration: Work physically on the office floor with Bench VAs. You are responsible for ensuring the VA understands the client's nuances before the account goes live.

Lead Systems Designer

Digital Marketing

• Upload videos and graphics, keep the account up-to-date & manage reviews.
• Develop, execute, and monitor the execution of marketing campaigns on various digital platforms.
• Ensure consistency of branding across all accounts and channels.
• Create events or promos to increase customer engagement.
• Manage the contact database & assist with lead generation activities.
• Research influencers, compatible products, and businesses to form strategic partnerships.
• Set up accounts, liaise with affiliates & manage affiliate partners’ payouts.
• Check KPIs, modify bids or budgets & review keyword performance.
• Gather information on the brand's audience profiles and develop a content strategy with internal teams.
• Create progress reports and monitor the performance and effectiveness of marketing campaigns.
• Research on trends, promotional activities utilized by competitors, and competitive marketing insights.
• Execute SEO strategies and conduct keyword research.
• Conduct general administration.
• Use tweak builders to tweak the content.
• Ad hoc tasks

Digital Marketing Specialist

Ecommerce

• Manage the overall operation of the website and maintain a seamless user experience.
• Respond to customer inquiries and concerns and provide assistance with customer selections.
• Optimize product listings and content with detailed descriptions, visual assets, and specifications.
• Build customer relationships and develop partnerships with content creators, influencers, and compatible businesses.
• Collaborate with internal teams on developing concepts, layouts, and promotional activities.
• Set prices in accordance with industry trends and sales strategy.
• Monitor inventory levels and coordinate with suppliers and logistics partners on stock availability and delivery.
• Develop and maintain initiatives for PPC advertisement campaigns & social media engagement.
• Ad hoc tasks

E-Commerce Specialist

Lead Generation

• Generate Leads
• Pre-qualify leads
• Setup appointments for the sales team to close

Lead Generation – Full Time

• Store and organize documents and files.
• Data Entry: prepare lead lists or meeting minutes, transcribe audio recordings, prepare payroll information, and organize research notes.
• Research products, purchase goods & secure samples.
• Store, update & collect information for marketing and sales campaigns through a CRM system.
• Create and send statements or invoices, track payments, and record company expenses.
• Gather data on trends, industry best practices, and other publicly available information and prepare reports on the findings (e.g., for comparative analysis).
• Monitor projects, conduct internal communication & organize company data.
• Coordinate team calendars, prevent scheduling conflicts & ensure clients are on time and prepared for meetings.
• Prepare itineraries, book hotels, rental cars, etc.
• Convey information to incoming calls & make calls for appointments or conduct informational inquiries.
• Reply to emails, follow up on correspondence, organize inbox as per client preferences, and notify clients about important emails.
• Ad hoc tasks

General Virtual Assistant – PH

Salesforce Consultant

• Upload and manage data in Salesforce (accounts, opportunities, renewals, sales motions, producers)
• Review and correct Salesforce records to ensure data accuracy and consistency
• Create and manage renewal opportunities; move policies to correct opportunities when needed
• Investigate and resolve Salesforce issues submitted via Jira (e.g., opportunity status issues, commission questions, account merges)
• Support GTM data governance initiatives (tagging, fixing misaligned fields, validating workflows)
• Build and maintain Excel/CSV files for uploads, audits, and account-level reporting
• Partner with internal stakeholders (Sales, RevOps, Marketing) to clarify data issues and next steps
• Flag recurring issues

Salesforce Specialist

General Virtual Assistant

• Reduce Andrew’s workload by delegating operational, CRM, and administrative tasks
• CRM management (lead tracking, pipeline cleanup, templates)
• Property Shell stock and inventory updates
• Lead management and follow-ups
• Research on property areas and infrastructure
• Document and template creation for sales teams
• Marketing support and presentations
• Admin support and coordination
• Occasional client communication and qualifying calls