Virtual Assistant / Deal Origination

About Us
We are a family team focused on acquiring and operating small businesses in the midwest region of the United States. We’re looking for a part-time, high-impact Virtual Assistant who aligns with our values and can help us scale.
Role Overview
You will be a strategic partner across many facets of our operations — executive administration, deal origination support, project management, communications, and more. Your role can evolve as we grow and will require high ownership, strong judgment, and excellent execution.
Key Responsibilities
Executive & Administrative Support
?– Email management, drafting correspondence
?– Calendar & meeting coordination, sending documents
?– Basic bookkeeping support (expense tracking, reconciliations)
?– Travel planning, logistics, and expense reports
?– Maintaining systems, processes, and documentation


Partner Support & Communications
?– Handling inbound inquiries (email, chat)
?– Drafting replies, coordinating with other tea ---------- mbers
?– Monitoring and responding to social media and community channels


Project & Operations Management
?– Oversee project progress, track milestones, ensure deadlines are met
?– Create status reports, dashboards, and follow-up tasks
?– Process optimization and process documentation


Deal Origination & Business Development Support
?– Research brokers, CPAs, wealth managers, and other professionals
?– Compile and send partner / outreach letters
?– Source networking events, seminars, and community groups
?– Monitor and aggregate deals shared by brokers, extract key deal info
?– Maintain a pipeline/CRM of potential deal sources
What We’re Looking For
3+ years of experience in a virtual assistant, executive assistant, or operations role
Strong project management skills, able to juggle multiple priorities
Excellent written and verbal English communication
High level of proactivity, ownership, and ability to work with minimal supervision
Strong attention to detail, follow-through, and ability to hit deadlines
Comfort with ambiguity and shifting priorities
Experience doing business research, outreach, and lead sourcing
Familiarity with bookkeeping / accounting basics (e.g. QuickBooks, spreadsheets)
Proficiency in tools like Google Workspace, Slack, Asana / Trello / Monday / Notion, CRM tools
Reliable internet connection and ability to work overlapping U.S. hours until 2pm EST
Experience in M&A, deal sourcing, a plus
Hours & Compensation
Part-time role: starting at ~20 hours/week (flexible)
Opportunity to scale hours as we grow
Competitive hourly rate (to be discussed in interview)


How to Apply: Include a
A brief note of your interest (no more than 5 sentences)
One example of how your work or values aligns with one of our family values (Live with Integrity, Choose Joy, Give Grace, Know Your Worth, Serve People, Work Hard / Play Hard)
Your favorite color.

There will be a test task for those in second round that will be paid at a transparent rate. Please acknowledge your willingness to complete the test task in your application.