Executive Virtual Assistant

Overview of Role
The principal manages a diverse and high-responsibility portfolio, including:
● 18 private investments
● 19 bank accounts
● 6 brokerage accounts
● 4 investment portfolios
● 7 real estate units
● A chaired nonprofit board
● Ongoing personal and family responsibilities (a child and 4 elderly parents)
● A network of relationships across business, philanthropy, and family
This role requires a high-performing Executive VA who can:
● Own key operational tasks
● Build and maintain systems
● Support communication and follow-up loops
● Maintain confidentiality and sensitivity
● Serve as a force multiplier for the principal’s 11am–3:30pm, 4-day work week

Core Support Categories
Below are real categories and task types pulled from the principal’s current task infrastructure
(To Do List):
Communication & Inbox Management
● Email triage, filtering, flagging and drafting replies
● Maintaining clear folder systems and automations
● Following up on key conversations
● Handling miscommunications or incomplete task closure
Calendar & Meeting Coordination
● Scheduling across time zones
● Managing board meetings, Zooms, and social engagements
● Creating and updating agendas for internal or nonprofit meetings
Financial Oversight (Light)
● Uploading state filings and keeping documents organized
● Syncing with accountants/tax preparers
● Simple expense or cash flow categorization
● Coordinating documentation requirements
Real Estate Support
● Vendor sourcing (e.g., home services, lawn care, repairs)
● Property document storage and compliance
● Tenant management support and follow-up loops
Systems & Operations
● Building task tracking (Todoist, Asana, or ClickUp)
● Creating SOPs (Standard Operating Procedures)
● Helping migrate to centralized inbox or tech stack
● Organizing team workflows, including VA accountability
Family & Elder Care Support
● Tracking calls, health care follow-ups
● Researching programs (e.g. summer camps)
● Travel planning
● Sourcing local help (aging parent tech support /companions, home repair/improvement)

Must-Have Qualities:
• Fluent English with professional polish
• Strong task follow-through and self-ownership
• Outcome-oriented, not just checklist-focused
• Proactive thinking, not just reactive execution
• Experience with high-performing principals or founders
• Familiarity with managing multiple domains simultaneously

Tools In Use or Considered:
• ToDoist (Current task manager)
• Google Workspace (Docs, Sheets, Gmail, Calendar)
• Notion or ClickUp (Considered for SOPs or dashboards)
• Zoom / Slack / WhatsApp (Communication)

Why Join Assist World?

100% REMOTE
$50 birthday bonus
$200 testimonial bonus
$300 tenure bonus every 6 months
$500 entry monthly raffle
NO TRACKER. NO PROBLEM