CPT-11288 Executive Assistant & Operations Support Virtual Assistant

• →Manage calendars, appointments, meetings, and scheduling.
• →Organize emails, follow ups, and executive action items.
• →Prepare documents, reports, presentations, and meeting notes.
• →Coordinate meetings and assist with project management.
• →Maintain organized digital files and business documentation.
• →Handle general administrative tasks and executive support as assigned.

• Maintain CRM records and other internal business systems.
• Support GoHighLevel and other software platforms by updating information, monitoring workflows, and identifying issues for escalation.
• Assist with documenting and improving internal processes and standard operating procedures (SOPs).
• Coordinate with team members to ensure operational tasks are completed efficiently.
• Learn and adapt to new software and technology as business needs evolve.

• Organize financial records and documentation.
• Prepare invoices, receipts, and expense reports.
• Coordinate with the company's bookkeeper or accountant by ensuring financial information is complete and organized.
• Perform basic financial administrative tasks. Advanced bookkeeping or accounting experience is not required.

• Schedule and publish social media content.
• Organize marketing materials and digital assets.
• Create simple graphics or presentations using Canva or similar tools (preferred but not required).
• Provide administrative support for marketing campaigns and creative projects as needed.

• CRM: GoHighLevel (preferred) or similar CRM platforms
• Productivity: Google Workspace, Microsoft Office
  
• Communication: Gmail, Zoom, Slack, or similar platforms
  
• Project Management: ClickUp, Asana, Trello, or similar tools
  
• Design (Preferred): Canva
  
• File Management: Google Drive, Dropbox

• REQUIRED SERVICE: Business Support
• REQUESTED EXPERIENCE TIER LEVEL: Senior Level
• Contracted Hours per Week: 40 hours/week
• Daily Working Time: Flexible based on client needs
• Scheduled Working Days: Monday-Friday
• Number of VAs: 1
• GENDER PREFERENCE: None
• LANGUAGES SPOKEN/PREFERENCE: Fluent English
• ACCENT PREFERENCE: Level A to B (Native or near native English accent preferred)
• REGION PREFERENCES: Any

• Contracted Hours per Week: 40 Hours
• Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
• Daily Working Time: Flexible based on client needs

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

• Contractors will operate under a Master Services Agreement and a Statement of Work
• This is not an offer of employment; contractors are not employees of 20four7VA or any client
• All compensation is processed through 20four7VA according to the terms of the engagement