Virtual Assistant

The individual must be able to perform the following:

1. Assess Core Administrative Skills
Task 1: Calendar Management
Provide a mock scenario with overlapping meeting requests across time zones. Ask the candidate to propose a schedule that accommodates all stakeholders.
Evaluate: Time zone awareness, conflict resolution, and organizational skills.
Task 2: Email Drafting
Share a scenario where the candidate needs to respond to an inquiry from a potential business acquisition partner. Ask them to draft a professional email using AI tools like ChatGPT.
Evaluate: Tone, clarity, grammar, and efficient AI utilization.
Task 3: Document Management
Provide a draft document with errors and ask the candidate to proofread and reformat it according to specific style guidelines.
Evaluate: Attention to detail and document organization.


2. Test Business Assistance Capabilities
Task 4: Project Coordination
Simulate a scenario where the candidate must create a project timeline for an ARBO compliance audit. Include milestones, deadlines, and required documentation.
Evaluate: Project planning and use of tools like Trello or Asana.
Task 5: Research
Assign a topic such as "Current ARBO compliance challenges for remote teams." Ask them to research and summarize key points using AI tools.
Evaluate: Research quality, summarization skills, and effective use of AI.
Task 6: Financial Administration
Provide mock invoices and expenses. Ask them to process the information into a basic budget or expense tracker.
Evaluate: Financial accuracy and attention to detail.


3. Evaluate AI and Automation Skills
Task 7: ChatGPT Utilization
Assign a task where the candidate must use ChatGPT to generate:
A response to a hypothetical client inquiry.
A short summary of a regulatory report.
An automated draft for a recurring meeting agenda.
Evaluate: Creativity, efficiency, and appropriate use of AI capabilities.
Task 8: Automation and Workflow Optimization
Present a repetitive task (e.g., sending follow-up emails or scheduling reminders). Ask them to suggest ways to automate it using tools like Zapier or similar.
Evaluate: Problem-solving and familiarity with automation tools.


4. Communication and Relationship Management
Task 9: Virtual Meeting Setup
Ask the candidate to set up a virtual meeting, create an agenda, and share it with attendees. Evaluate their ability to include relevant information and manage technical aspects like setting up Zoom links or adding the meeting to a shared calendar.
Evaluate: Organizational and communication skills.
Task 10: Conflict Resolution
Provide a scenario where two team members have conflicting views on a project timeline. Ask how they would communicate and resolve the issue.
Evaluate: Diplomacy and relationship management skills.


5. Problem-Solving and Proactivity
Task 11: Handling Ambiguity
Give a vague instruction like, "Prepare a brief overview of ARBO-related risks for a new acquisition." Observe if they seek clarification, conduct relevant research, and deliver a meaningful summary.
Evaluate: Proactiveness and problem-solving.
Task 12: Process Improvement
Ask them to review a mock workflow for onboarding new acquisitions. Request suggestions for improvement, particularly focusing on AI tools to enhance efficiency.
Evaluate: Analytical thinking and innovation.


6. Confidentiality and Ethics
Task 13: Scenario-Based Test
Present a scenario involving sensitive information (e.g., a document marked confidential). Ask how they would handle and store it securely.
Evaluate: Awareness of confidentiality protocols.


7. Test Responsiveness and Adaptability
Task 14: Simulated Workday
Assign tasks mimicking a typical day in the role, including:
Scheduling.
Drafting emails.
Researching healthcare/law/economy & business updates.
Preparing a basic financial report.
Evaluate: Multitasking, time management, and overall competency.
Task 15: Crisis Scenario
Present a situation where a last-minute virtual meeting with stakeholders needs to be arranged. Observe how they handle the pressure and organize the event quickly.
Evaluate: Adaptability under pressure.


8. Provide Feedback
After the test, share constructive feedback to gauge their ability to accept input and adjust their approach. This will help assess their openness to learning and improvement.