Our client is seeking a highly organized and detail-oriented Virtual Assistant to support a rapidly growing business. This role is ideal for someone who thrives in a fast-paced environment, enjoys administrative and data-driven work, and wants to grow alongside a scaling company.
You’ll play a key role in freeing up high-value time by handling essential operational, administrative, and light sales-support tasks.
Key Responsibilities
• Order & Admin Support
o Enter and manage client orders (5–15+ per week)
o Ensure accuracy of engraving instructions and order details
o Track deliveries and maintain organized records
• Research & Lead Generation
o Identify and research top real estate agents and offices
o Gather and verify contact information (emails, phone numbers)
o Maintain clean and structured prospect lists
• CRM & Email Management
o Manage and update contacts in CRM (currently Constant Contact)
o Assist with email campaigns and follow-ups
o Ensure contacts are correctly segmented and entered into workflows
• Client Gifting & Audits
o Send client gifts (cards, brownies, cookies) via platforms like AMCards.com
o Audit gifting activity to ensure no client is missed
• Light Client Communication
o Send follow-up emails to past/current clients
o Occasionally call warm clients to check in or prompt reorders (no cold calling)
• Special Projects
o Assist with research projects (including occasional phone calls to customer service)
o Support process improvements and system organization
What We’re Looking For
• Exceptional attention to detail (zero room for errors-especially in orders)
• Strong written and spoken English (perfect grammar and spelling required)
• Highly organized, reliable, and proactive
• Comfortable with repetitive/admin-heavy tasks (and actually enjoys them)
• Tech-savvy and quick to learn new tools
Preferred Experience
• Google Sheets / Excel
• CRM systems (e.g., Constant Contact, HubSpot, GoHighLevel, etc.)
• Gmail and client communication
• Data entry, research, or administrative support roles
Bonus Points
• Experience supporting sales teams or entrepreneurs
• Familiarity with real estate industry workflows
• Ability to suggest and improve systems/processes
• Comfortable handling multiple responsibilities independently
Growth Opportunity
This role starts part-time but has strong potential to expand into a long-term, more integrated position (including client relationship management and deeper operational support) for the right person.