Executive VA / AI Operations Assistant for Real Estate Investment Platform

About Us:
We’re building a boutique real estate capital platform that curates high-quality, off-market deals for a private group of serious investors. The founder is an experienced operator who moves fast, values clarity, and is building this platform with long-term trust and scale in mind.

We’re not looking for a task-taker — we’re looking for a systems thinker who knows how to use AI to multiply output.

About the Role:
You’ll be the right hand to the founder, managing CRM, operations, project workflows, and helping build out the backend of a high-trust investment platform.

This is an opportunity to get in early, build systems from scratch, and grow into a long-term strategic role.

Responsibilities:
Build and maintain smart systems for:

Investor CRM (e.g., Airtable, Hubspot, or Google Sheets)

Deal flow pipeline tracking

Project management (e.g., Asana, Notion, ClickUp)

Create and maintain SOPs using AI tools (Loom, ChatGPT, Notion AI, etc.)

Draft and edit communications using AI (emails, investor updates, follow-ups)

Handle research and data pulls using GPT, Claude, Perplexity, etc.

Automate admin workflows using AI + Zapier/Make (if experienced)

Maintain structure and accountability through weekly reporting

Requirements:
Exceptionally organized — You think in checklists, timelines, and next steps

Level 2–3 AI Fluency — You already use AI tools regularly and can show examples

Familiarity with ChatGPT, Claude, Perplexity, Notion AI, Airtable AI, etc.

Strong written and spoken English (can draft emails, SOPs, and summaries)

Takes ownership and asks smart questions before the founder has to

Loves building clean systems and improving them

Bonus Points If You Have:
Experience supporting a real estate investor, founder, or startup CEO

Experience with U.S. real estate, syndications, or investment platforms

Can build and maintain dashboards (in Airtable, Google Sheets, Notion, etc.)

Past experience using ClickUp, Notion, Asana, Slack, Calendly, etc.

Some visual design skills for decks or templates (Canva-level OK)


To Apply:
Please complete all 3 steps below to be considered:

Introduction
Send a short written intro explaining why you’re a fit for this role and what your superpower is when supporting high-level operators.

AI + Real Estate Experience Video (2 minutes)
Upload a 2-minute unlisted YouTube video where you answer the following:

How have you supported high-level real estate investors or founders?

What AI tools or automations have you used in that work?

What makes you exceptional at this type of role?

DISC Assessment
Take a free DISC personality test here:
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Upload a screenshot or PDF of your results with your application.