Personal & Business assistant for a Software, Real-estate, and Catering Entrepreneur

Hello! I hope this job posting finds you well. I am seeking a dedicated virtual assistant to join me in managing both personal and business-related tasks. This role is initially slated for 10-20 hours a week, with the potential to expand based on performance and mutual alignment.
Your Key Responsibilities would include:
1. Personal Finance Management:
* Categorize my expenses in the Personal Capital UI.
* Send a weekly report on my personal spending, comparing it to my monthly budget and income.
2. Task Management:
* Send a weekly report of all “to-do” items from Notion.
Click to view Finance Management:
* Categorize expenses and send a monthly P&L report for a t-shirt printing company.
* Compile a monthly P&L report on two rental properties, detailing utilities, rent payments from tenants, and mortgage pay down.
* Deliver a monthly sales report for a Mexican food catering and market sales company.
4. Administrative Tasks:
* Make phone calls to vendors or offices to either receive documents or schedule appointments on my behalf or for the businesses.
What Success Looks Like:
– Timely and accurate reports that provide clear insights.
– Efficient management and completion of tasks with minimal oversight.
– Proactive communication regarding any queries or issues.
Ideal Candidate Profile:
– Organized, detail-oriented, and a self-starter.
– Proficient in financial management and reporting.
– Comfortable with tools like Notion and Personal Capital.
– Effective communicator, both written and verbal.
– Experience in administrative roles or similar positions.
Growth Potential:
I am excited about the growth potential this position holds. If your work is exemplary, there’s an opportunity for more hours and eventually a full-time position. Depending on your skills and interests, you could branch out into graphic design, bookkeeping, software tools, project management, or sales. Moreover, there’s a potential opportunity to join an early-stage software start-up.
Call to Action:
I’d love to hear more about you. Please share:
– What excites you about this role and what areas you aspire to grow into.
– A portfolio or examples of your previous work.
– Your contact information.
– Your availability, especially on Monday, Friday, or weekends.
Bonus: As a way for me to ensure you’ve read this email in its entirety, kindly share your favorite childhood memory.
Thank you for considering this opportunity. I’m looking forward to potentially working together and achieving mutual success.
Warm regards,
Juan Carlos Chavez