Executive Virtual Assistant – Organized, Reliable, and Tech-Savvy

Company Overview:
A Personal finance education platform, offering practical guidance on money, investing, and financial decision-making. We produce a weekly email newsletter, a fast-growing podcast, educational courses, and a variety of community-focused initiatives and digital tools. Our content is values-driven, clear, and impactful—and we’re now looking for a virtual assistant to help us stay organized and grow even faster.

Role Overview:
Seeking a dedicated and detail-oriented Virtual Assistant to support a wide range of professional and administrative tasks. You’ll work directly with the founder and play a key role in keeping content, schedules, tools, and outreach efforts running smoothly. This is a long-term position with potential to grow.

Key Responsibilities:
- Manage and organize schedules using Google Calendar and Zoom Draft, format, and organize documents and spreadsheets (Google Docs, Sheets, Microsoft Word/Excel)
- Conduct online research and summarize findings clearly and concisely.
- Handle data entry, list management, and CRM updates.
- Assist with email and message correspondence (filtering, drafting, follow-up).
- Manage LinkedIn connection requests and messaging.
- Set up and manage basic software tools and digital workflows.
- Help with ongoing task management and checklist tracking Use tools like ChatGPT and Google Search to find answers and speed up workflows.

Requirements:
- Excellent written and spoken English Strong attention to detail and ability to follow instructions.
- Naturally organized, responsive, and dependable Tech-savvy and comfortable learning new tools.
- Proficient in Google Workspace and Microsoft Office Familiar with remote work tools like Zoom, Slack, WharsApp and email platforms.
- Comfortable using or learning ChatGPT, Trello/Notion,LinkedIn and CRM software. - Available on a regular U.S. Eastern hours
- Proven dependability and capabilities.

Bonus (Not Required):
- Experience with MailChimp, WordPress, Canva, Audio and Video editing and similar tools.
- Background in personal finance, education, nonprofit work, or digital content.

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