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CPT-8460 Virtual Assistant for Executive Function & Business Operations Support

REQUIRED SERVICE: Business Support VA
REQUESTED EXPERIENCE TIER LEVEL: Senior Level
MIN. HOURS/WEEK: 10 hours
SHIFT TIME ZONE: EST
SHIFT HOURS: between 12pm to 4pm
SHIFT DAYS: Monday to Friday
Number of VAs: 1

GENDER PREFERENCE: N/A
LANGUAGES SPOKEN/PREFERENCE: English
ACCENT PREFERENCE: Neutral
REGION PREFERENCES: N/A

Virtual Assistant for Executive Function & Business Operations Support

Company Overview:
We are a consultancy firm that partners with entrepreneurs, small businesses, and organizations to strengthen strategic development, partnerships, marketing, back-office operations, and alternative revenue streams. Many of our clients are visionary leaders—often neurodivergent—who thrive with the right operational support. We are seeking a detail-oriented and proactive Virtual Assistant who understands the importance of structure, prioritization, and executive function support in a fast-moving, creative environment.

What You’ll Do:

• Calendar & Schedule Management
  Act as a gatekeeper and calendar partner—setting appointments, proactively blocking time for deep work, and preventing scheduling overload.
  Send reminders and prep notes before meetings to support focus and follow-through.
• Email & Inbox Triage
  Organize and declutter the inbox with tagging, categorization, and filters.
  Draft or respond to routine messages and highlight time-sensitive or action-needed items.
  Help turn email content into actionable tasks in the task manager or calendar.
• Prioritization & Task Follow-Up
  Support executive function by breaking down large tasks into manageable pieces.
  Create weekly check-ins, to-do lists, or visuals (like Trello/ClickUp boards) to help track progress and hold space for accountability.
  Proactively follow up on incomplete or overdue tasks without being micromanaging.
• Research & Operations Support
  Research systems, tools, vendors, or business licensing requirements and summarize options with clear next steps.
  Document SOPs or repeatable processes to reduce mental load and build efficiency.
• Admin & File Management
  Keep digital files and folders organized in cloud systems like OneDrive or Google Drive.
  Manage document templates and data entry in CRMs or spreadsheets.
• Client & Partner Coordination
  Draft or send client updates, follow-ups, or intake reminders.
  Track ongoing projects and conversations to ensure continuity and avoid things slipping through the cracks.

You’re a Great Fit If You:

• Love creating order from chaos and helping others feel less overwhelmed.
• Are comfortable checking in proactively when things go quiet—without judgment.
• Have experience working with entrepreneurs, creatives, or neurodivergent leaders (especially ADHD).
• Ability to handle sensitive information with confidentiality.
• Know how to communicate clearly and effectively, especially when prioritizing or saying no.
• Are adaptable and have extensive experience across tools like Microsoft 365, task/project managers (e.g., Trello, ClickUp), and CRMs.
• Can work independently and bring structure, even if the business owner is moving fast or pivoting frequently.

Tools You'll Use:

• Microsoft 365 (Outlook, Word, Excel, Teams)
• Task & Calendar Tools (Outlook Tasks, ClickUp, Trello, or similar)
• Client Management Systems (third-party CRM platforms)
• Cloud Storage (OneDrive, Google Drive)

Bonus If You Have:

• Familiarity with licensing and compliance for small businesses.
• Prior experience supporting neurodivergent entrepreneurs.
• Confidence helping translate “big ideas” into action plans or timelines.

CLIENT INDUSTRY: Consultancy and Coaching Industry

Want to work with this amazing client? Apply now and join 20four7VA! Join the remote world, today.

What we offer:

• Competitive rates
• Weekly payments
• Annual rate increase (based on performance)
• Paid time off
• Paid holidays
• Various open roles are available
• Free training and upskilling
• Constant support and guidance from managers and mentors
• Clear schedules and guidelines
• A vibrant community always ready to support you
• And more!