Assistant

I am looking for a Virtual Assistant to help me manage tasks relating to my real estate coaching clients. Tasks include but are not limited to: listening to video calls and taking notes on my behalf, helping me compile and deliver the items I tell my clients I will send or provide to them, data entry, making follow-up calls, using our company’s system to create and track tasks, answer questions my clients have in a prompt manner, maintain coaching roster with specifics for each client like their birthday/sending a gift and what motivates them (client care), onboarding checklist completion, help me identify where clients are winning so we can highlight their progress, quarterly business plan review (make sure we are meeting to go over goals), event preparation, client database management, email management, digital file management, collect testimonials, help make posts on social media, ordering supplies, make sure clients payments are going through and reaching out if payments are missed, Quickbooks bookkeeping. Create a manual on what you do and how you do it in case you are out on vacation/sick or decide to leave.

As business picks up there may be an opportunity for full-time hours.