
11 - 50 employees
🤝 B2B
⚡ Productivity
☁️ SaaS
B2B • Productivity • SaaS
Virtual Assist is a service that provides expert virtual assistants to help business owners delegate busy tasks such as admin, emails, and social media management. By freeing up time, Virtual Assist enables clients to focus on growing their businesses and making impactful decisions without being overwhelmed by routine responsibilities. Whether for small business owners or financial advisors, the company aims to enhance productivity and streamline operations at a cost-effective rate.
🔥 0 minutes ago
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11 - 50 employees
🤝 B2B
⚡ Productivity
☁️ SaaS
B2B • Productivity • SaaS
Virtual Assist is a service that provides expert virtual assistants to help business owners delegate busy tasks such as admin, emails, and social media management. By freeing up time, Virtual Assist enables clients to focus on growing their businesses and making impactful decisions without being overwhelmed by routine responsibilities. Whether for small business owners or financial advisors, the company aims to enhance productivity and streamline operations at a cost-effective rate.
• Utilize AI tools (such as ChatGPT and other productivity platforms) to improve workflows, automate repetitive tasks, generate business insights, and support company growth initiatives. • Conduct lead generation by researching potential clients, qualifying prospects, and building targeted contact lists. • Perform outbound cold calls to prospective clients, introduce company services, and schedule appointments or follow-up meetings. • Research companies, markets, competitors, and industry trends to identify new business opportunities. • Maintain accurate records of leads, communications, and follow-up activities within the CRM system. • Assist with executive administrative tasks, including calendar management, email organization, scheduling, and document preparation. • Track company expenses and organize financial records for reporting. • Manage bookkeeping tasks using QuickBooks (required), including expense categorization, invoice management, and basic financial recordkeeping. • Prepare reports, spreadsheets, and summaries to support business decisions. • Organize digital files, documents, and operational records. • Identify opportunities to improve processes and recommend more efficient systems and workflows. • Take ownership of assigned projects, follow through with minimal supervision, and proactively solve problems. • Perform additional administrative and business support tasks as assigned.
• Minimum of 2–3 years of experience as an Executive Assistant, Virtual Assistant, Business Development Assistant, or similar role. • Required: Experience using QuickBooks for bookkeeping and expense management. • Experience with lead generation, prospect research, and outbound cold calling. • Familiarity with CRM platforms (HubSpot, Salesforce, Zoho, or similar) is preferred. • Comfortable using AI tools such as ChatGPT and other productivity software to improve efficiency. • Strong research and analytical skills with the ability to gather and organize information effectively. • Excellent written and verbal English communication skills. • Proficient in Google Workspace and Microsoft Office applications. • Strong organizational skills with excellent attention to detail. • Ability to work independently, prioritize multiple tasks, and meet deadlines. • Self-starter with a high level of initiative and problem-solving ability. • Professional, reliable, and able to maintain confidentiality.
• Paid training • Work from home
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