Digital Office Manager

Overview
We are seeking a detail-oriented and proactive Virtual Assistant to support our team. We are Multi-family Office that provides professional services to small businesses and real estate investors. This role is ideal for someone who thrives in a remote work environment and is skilled in managing multiple responsibilities efficiently. The Virtual Assistant will play a crucial role in enhancing productivity by providing executive administrative support, ensuring smooth operations, and assisting with various projects.

Administrative and Client Support Tasks:

• Answering and directing incoming phone calls
• Responding to voicemail messages promptly
• Conducting client follow-ups to ensure satisfaction and address any concerns
• Maintaining and updating client contact information in the database
• Scheduling appointments and managing calendars
• Replying to general inquiries via email or phone

Recruitment and Human Resources:

• Recruiting and interviewing potential candidates for various roles
• Assisting with the onboarding process for new hires
• Maintaining employee records and documentation

Research and Reporting:

• Conducting research on industry trends and relevant topics
• Preparing reports and presentations for internal or client use
• Analyzing data and providing insights

Specialized Tasks (CPA, Real Estate, Production, Admin):

• CPA: Assisting with tax preparation, bookkeeping, and financial analysis
• Real Estate: Supporting real estate transactions, property management, and market research
• Production: Coordinating production schedules, managing resources, and ensuring deadlines are met
• Admin: Providing general administrative support, including document management, filing, and data entry

Additional Responsibilities:

• Tracking client lists and project statuses to ensure projects are on track
• Maintaining confidentiality of sensitive information
• Collaborating with team members to achieve shared goals
• Attending meetings and training sessions as required
• Performing other duties as assigned

Requirements

• Proven experience in executive assistance or in a similar administrative role.
• Proficiency in Google Suite and Intuit applications (Docs, Sheets, Drive, QBO).
• Strong organizational skills with the ability to prioritize tasks effectively.
• Excellent typing skills with attention to detail for transcribing and data entry tasks.
• Familiarity with proofreading techniques to ensure high-quality written communication.
• Ability to work independently while maintaining effective communication with team members.
• Experience with executive administrative support is preferred but not mandatory.

If you are an organized self-starter looking to contribute your skills in a dynamic virtual environment, we encourage you to apply for this exciting opportunity!

Job Type: Part-time

Pay: $28.00 - $30.00 per hour

Expected hours: 20 per week

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• Life insurance
• Paid time off
• Professional development assistance
• Tuition reimbursement
• Vision insurance

Schedule:

• 4 hour shift
• 8 hour shift
• Monday to Friday

Experience:

• Executive administrative support: 3 years (Required)

Work Location: Remote

Salary : $28 - $30