Virtual Assistant & Project Manager

Application Process
? This is a critical hiring decision for me and I am willing to pay well for the right candidate. I have taken a lot of effort to explain it thoroughly so we can both determine if it will be a good fit.
? After reading the below, if you are interested please send the following via email to ----------
? Shoot a 1 minute or less video of yourself explaining why you would be a fit for the role and include it with your submission.
? Along with the video link, submit a cover letter about why you are interested in 400 words or less along with your resume. Also include any applicable links to social media sites, LinkedIn or other online profile, personal website, DISC results or any other information you feel would be helpful.

General Job Description
? I am looking for more than just a virtual assistant to conduct administrative tasks.
? I am seeking a virtual employee/project manager to help realize the vision of my companies through efficient and proactive task prioritization and execution with outstanding communication.
? I need an individual who will bring organization, structure, and prioritization to the company so that I can spend my time focusing on strategic tasks to grow and diversify my endeavors
? You will complete direct tasks for the CEO. You may oversee a team of freelancers to execute additional tasks in their specialty (i.e. content writing, website development, affiliate marketing, SEO, etc). You do not need to be an expert in these specialties, but you must be familiar enough to oversee execution and ensure high quality
? I am willing to invest in your personal and professional development with training and exposure to my business structure to help strengthen your skills as an individual and as a VA

About Our Company

Company Name: Soterian, Inc. and OZE, ---------- pany Mission: Soterian exists to help business owners find their why, find their how, find their when through strategic planning, life mastery and tax redirection.

Vision: Bettering communities by saving taxes.

Our Niche: Harnessing transactional value of opportunity zones to transform communities and create generational wealth

Our Core Values
Our business does not exist without our entire team being fully committed to these principles.

1. Stewardship
2. Do Good. Do Better.
3. Get in the Zone, Stay in the Zone
4. Servant Leader

Please visit ---------- and ---------- to see more information about our companies and our most recent blogs.

About Me
? You can see my full bio via the links below but here are a few applicable highlights:
? Very committed to my family including my wife who is an amazing licensed professional counselor who specializes in professional and personal development for women. I have three sons, ages 15, 13 and 11 who are very active.
? Licensed attorney who sold law practice to pursue entrepreneurial ventures. Through legal experience and companies, am familiar working with virtual staff
? Very effective communicator, attempting to be highly organized and more detail oriented
? Member of the Global Entrepreneurs’ Organization and served on the Board of the Charlotte Chapter
? Attended the University of North Carolina at Charlotte and the UNC Chapel Hill Law School graduating magna cum laude with a degree in International Business

Technology and Communication Platforms We Will Use
**Note: I am open to exploring alternative recommendations but these are the current solutions I have found to be effective and using currently
• Project Management – www.asana.com
• Video Meetings - www.zoom.us
• Screen Sharing - www.uberconference.com
• Password Management - www.Dashlane.com
• Communication - www.slack.com
• Communication - Email hosted by Google and Microsoft Exchange
• Communication - www.skype.com
• Communication - www.Screencastomatic.com (Screencasting)
• File Management - Google Docs and www.box.com
• Hosting for My Online Courses: www.kajabi.com and www.teachable.com
• CRM and Marketing Automation - www.agile.com and www.act.com
• Case Management Software - www.practicepanther.com
• Client Interface - https://valuebuildersystem.com/advisor/sign-in
• Accounting and billing software – www.quickbooks.com
• Client Intake and Form Building - www.cognitoforms.com
• Integration Software – www.zapier.com


How We Will Communicate
? Weekly video meetings or conference call for 1 to 1.5 hours to plan the week
? Day to day communication primarily via Slack and email/text/calls as needed
? Asana will be used to create and manage all tasks
? Weekly/Daily written report to be provided of work accomplished

Basic Requirements
? Time Commitment
? We will start at 15 to 20 hours per week for 90-day testing once hired and shift to 40 hours per week

? Experience
? 4+ years experience as a Virtual Assistant and/or Project Manager serving high-performing, fast-paced entrepreneurs and/or business owners

? Skills and Technical Knowledge
? Ideally, you are project management certified
? Highly fluent in using Fiverr, Upwork and similar platforms to secure freelancer talent as needed
? Fluent and ideally certified (if applicable) in all technology and communication platforms outlined above
? Bonus if familiar with task, workflow and marketing automation as well as form building

? Mentality and Personality Approach to Work
? Highly organized and detail oriented
? Enjoy a high-paced, multitasking environment to move many initiatives forward at the same time
? Outstanding communicator
? VERY proactive thinker – you need to anticipate problems and solve them in advance
? Passionate learner of all new things in productivity, marketing/sales technology
? Great at developing processes and procedures

Examples of Tasks You Will Execute Directly
NOTE: I am completely fine to also consider finding other VA’s or freelancers you can oversee to execute some of these tasks versus doing them directly
1. Drive overall calendar, task management and timeline of CEO
2. Create playbook for entire job role and processes including org chart of roles for handoff should VA not continue in the role
3. Manage social media accounts and replies
4. Prepare, organize, and update current databases and reports
5. Manage filing systems, update records, and organize documentation
6. Assist in monthly billing including data entry for invoices.
7. Email management of CEO account and also email from own account
8. Appointment setting including confirmations on date, time, and location as well as merging appointments to one calendar for CEO
9. Coordinate details of Workshop and speaking engagements such as follow-up with coordinators to get over bio, description and information to promote the event
10. Research, locate, negotiate and coordinate speaking engagements for CEO including making sure facility requirements are met and securing payment of speaking fees
11. Internal marketing strategic planning and execution
12. Develop and execute internal marketing plan including promotion and launch of online program
13. Create or modify powerpoint slides for presentations/workshops
14. Research materials and sources for presentations and other marketing materials
15. Vetting of new leads
16. Create agendas for meetings with prospects and clients
17. Attend webinars, read books, review videos, take summary notes, and transcribe meetings
18. Personal research and tasks - plan trips, research topics, and events
19. Online ordering of items including finding the best item for our needs - Amazon, etc.
20. Final pass review of written content for final approval - blogs, press releases, etc.
21. Project plan and assemble existing and new resources to launch
22. Stay in touch with people falling off the radar to ask how I can help

Training - How I Will Support You
NOTE: I have subscriptions to training courses that I will ask you complete to add to or expand your skill sets. They do not have to be done prior to starting our work together but we will develop a plan for you to complete them soon into the engagement. For other areas (i.e. Email management) I have written protocols I will share with you and do some training one on one.
? Agile online training and protocols
? Slack protocols
? Google Docs protocols
? Review existing Slack channels
? Review “sent” email
? Review all prior events in Calendar to see meeting patterns
? Email management protocol

I look forward to seeing your submission!