Virtual Assistant – Projects & Automation

We are looking for a highly organized, detail-obsessed, and automation-minded virtual assistant to support our team with miscellaneous project work and contract-related tasks. This role is perfect for someone who enjoys working behind the scenes, takes pride in precision, and is always looking for ways to make systems more efficient and scalable.

We’re a growing real estate investment company operating in multiple states. Our internal processes rely heavily on automation, clear data, and well-documented workflows. Your job will be to help us stay clean, compliant, and efficient—especially on one-off projects that require accuracy and structured execution.

Your First Project:
You’ll start by reviewing our Zapier account to:
- Audit all active workflows (Zaps)
- Confirm that date formatting is standardized to Mountain Standard Time (MST)
- Identify any inconsistent or inefficient steps

In addition, you’ll review connected Google Sheets and internal tracking spreadsheets to:
- Check for data entry errors
- Flag inconsistencies or formatting issues
- Recommend process improvements or automation opportunities

What Happens Next:
This is a project-based role, but if you perform well, we’ll have ongoing work available including:
- Project tracking and management
- Automation support (Zapier, Google Sheets, CRMs)
- Connecting tools like our CRM, phone system, and forms
- Workflow documentation (SOPs, how-to guides)
- Finding manual tasks that can be automated
- Suggesting and helping implement automation solutions

We’re looking for someone who:
- Has strong attention to detail and follows instructions exactly
- Can spot gaps, inconsistencies, and inefficiencies
- Is comfortable working independently with light oversight
- Understands Zapier, Google Sheets, and automation concepts
- Has a proactive, solutions-focused mindset

Tools We Use (Familiarity is a Plus):
- Zapier
- Google Sheets / Google Drive
- Podio / Globiflow (CRM)
- API Intergrations

As part of our hiring process, we require all candidates to complete a Predictive Index (PI) assessment before moving forward to interviews. This helps us better understand your strengths and how you might fit within our team.

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