Seeking long-term virtual assistant to organize and help with various ad-hoc projects. Must have experience with Quickbooks, real estate, Microsoft Office (Excel and PowerPoint), and LinkedIn lead generation, and highly competent in research. Someone who is highly communicative, trust-worthy, has high proficiency in written English, attention to detail, ability to manage timelines, has an interest to take on more work, and opportunity to grow into taking on other tasks. After knowledge and systems transfer is complete, I’d like someone who is interested in self-learning to enhance efficiency and improve tasks (driven) in order to turn focus to other more stimulating tasks. Separately, looking for somebody who is seeking to teach me and make me better…this is a long-term relationship for joint mutual improvement…this means we’re improving each other.
By way of background, I personally have two careers. First, I oversee all aspects of real estate acquisition, development, and property management for a small company in the Midwest…we have five local employees we’ve been working with for years and call family (Jackson Property Development). Secondly, I am in the process of starting an advisory firm with an old colleague. This type of work involves identifying new clients / lead generation, developing marketing materials, creating and formatting PowerPoint presentations, performing research, organizing large sets of data in Excel to analyze and create charts, organizing and formatting hundreds of files (PPT, Excel, PDF, etc) in virtual folders.
The ideal candidate is someone who has solid knowledge of Quickbooks, PowerPoint and Excel skills, LinkedIn, is highly organized, attention to detail, self-starting researcher, and highly proficient in English. Other skills such as marketing, maintenance overview, etc., are nice to haves but can be developed. Initial focus is primarily on real estate-related tasks. Once proven the ability to manage tasks, transitioning / educating towards the advisory services (such as industry research).
Accounting / Bookkeeping:
o Update, classify Quickbook Self-Employed entries by cross referencing bank accounts
o Capture notes referenced in Memo of Check.
o Find receipts / checks and attach to each entry.
o Properly categorize checks.
o Cross reference credit cards, bank statements, to ensure accuracy.
o Track rents by referencing bank account statements.
o Relabel and save PDF invoices for tracking.
o Attach to Quickbook entries where applicable
o Submit invoices to bank for weekly reimbursement
o Log emails and track time
Research
o Perform industry research, such as latest healthcare mergers within the U.S., changes in healthcare regulations, ad-hoc requests, etc. (Meaning ability to spend time digging in to learn Google searches, AI, etc.)
o Find the cheapest options for various things such as trash providers, Internet, grass, etc.
o Perform analyses using Google, AI, etc. to find local rents, etc.
o Identify select restaurants and book dinner reservations
Microsoft Office
o There may be ad-hoc research requests, such as reviewing websites and gathering information to insert into Excel
o Creating charts, Formatting and other ad-hoc tasks to insert into PowerPoint.
o Transcribing notes, or attaching Microsoft Notes to technology systems
o May request data entry into other CRM databases (such as DealCloud)
Marketing:
o Post rentals to Zillow Rental, FaceBook Marketplace, etc.
o Send initial automated emails to prospective tenants
o Coordinate schedules for viewing
o Sell various ad-hoc items on ebay, FaceBook Marketplace, Craigslist, etc.
o Respond to and answer questions via email
o Revise personal website, where needed
o Oversee Airbnb bookings, organize cleanings, etc.
Purchasing
o Make ad-hoc purchases over ebay, Home Depot, Lowe’s, Google, etc.
o Make calls to find the cheapest construction materials
o Research to find the cheapest items, such as flights, construction materials, etc.
Maintenance
o Organize real estate maintenance requests and virtual showings, where applicable
o Organize and rename hundreds of files in virtual folders.
Requirements:
o Would prefer slight overlap in time zones (2-3 hours) a couple times a week when educations and learning new tasks. Over time you can transition to self-time zone.
o Software needed: Microsoft Office w/ 365, ability to edit PDFs, reliable and good Internet
Please have the ability to share samples of work products that illustrate Excel, PowerPoint, written communication skills (such as published articles). If interested, please include “driven” in the subject line of your application. Don’t use an AI generated response when applying.
Benefits include 13th month payments. Friendly, caring, and mentorship environment. Ability to frequently work around your own schedule. Opportunity for advancement over time.
APPLY FOR THIS JOB:
Company: Finstep
Name: Matt Swing
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