Executive Assistant

Summary

Join 20four7VA as a CPT-7944 Executive Assistant VA and provide comprehensive business support to a client in the financial and real estate industry. This Junior Level position requires a minimum of 20 hours per week, working Monday-Friday from 11:30 AM to 3:30 PM EST. Responsibilities include managing administrative tasks, handling inbound/outbound calls, scheduling, managing follow-up emails, assisting with client onboarding, and contributing to lead generation. Strong skills in MailChimp, Canva, Honeybook, and Microsoft Office Suite are essential. The role offers competitive rates, weekly payments, annual rate increases, paid time off, paid holidays, free training, and a supportive community.

Requirements

• Possess excellent organizational and multitasking skills
• Demonstrate strong communication and interpersonal abilities
• Have proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
• Possess experience with customer relationship management (CRM) software (e.g., Salesforce, HubSpot)
• Have familiarity with project management tools (e.g., Asana, Trello, Slack)
• Have a strong understanding, experience, and skill set with MailChimp, Canva, and Honeybook

Responsibilities

• Manage and organize company documents, records, and files
• Assist in the preparation of reports, presentations, and correspondence
• Handle office supplies and inventory management
• Answer and direct phone calls to the appropriate departments
• Make outbound calls to clients and stakeholders as needed
• Provide exceptional customer service over the phone
• Schedule and coordinate meetings, appointments, and events
• Maintain and update calendars for team members and executives
• Ensure timely reminders and follow-up for scheduled activities
• Draft and send follow-up emails to clients and stakeholders
• Maintain an organized email inbox and respond promptly to inquiries
• Track and manage email communications for projects and tasks
• Assist in the onboarding process for new clients
• Prepare and provide necessary documentation and information to clients
• Ensure a smooth transition and positive experience for new clients
• Conduct research to identify potential leads and opportunities
• Develop and maintain a lead database

Preferred Qualifications

• Have experience in administrative roles
• Be able to work independently and as part of a team
• Be someone with strong experience who can create SOP, welcome letters, onboarding packages, and automation
• Be someone who is not afraid to make suggestions and be creative in helping scale business for growth

Benefits

• Competitive rates
• Weekly payments
• Annual rate increase (based on performance)
• Paid time off
• Paid holidays
• Free training and upskilling
• Constant support and guidance from managers and mentors
• Clear schedules and guidelines
• A vibrant community always ready to support you