虚拟助理
Virtual Assistant
关于客户
客户运营两家业务:一家是商业辅导和咨询业务,另一家是税务规划业务。他目前在两者之间平均分配时间,但未来六到九个月内,他的重点将转向扩大税务规划业务,最终逐步结束辅导业务。在此过渡期间,VA将支持这两项业务的行政工作。
职位概述
客户正在寻找他的第一位虚拟助理,以帮助他处理日常行政事务并保持工作进度。除了任务支持外,该职位的关键部分是问责:定期与Rich沟通,回顾需要完成的任务,跟进进展,并在他遇到困难时帮助他制定下一步计划。这是一个每周10小时的兼职职位,随着信任和工作量的增加,有扩展空间。
主要职责
• 管理两个业务的日历并安排会议
• 保持邮箱整洁并代表他回复常规邮件
• 定期与Rich进行沟通,回顾每日/每周待办事项并跟进未完成事项
• 为商业辅导和税务规划业务提供一般行政支持
• 根据需要处理少量电话或后续跟进(预计数量较少)
• 在税务规划业务扩展时提供临时行政支持
技能与工具
• 强大的组织能力,能够独立管理日历和邮箱
• 积极的沟通者,能够在专业友好的方式下对他人进行问责
• 有使用标准日程安排和邮件工具的经验(如Google Workspace/Microsoft 365、Calendly)
• 有税务、会计或簿记经验者优先,但非必需
• 能够独立工作,日常监督较少
合同与后勤
• 这是一个持续性职位,不是固定期限合同——候选人应预期长期合作
• 初始每周10小时,根据匹配度和工作量可能增加到每周20小时
• 必须能与中部时间的工作时间有定期重叠
为什么加入Assist World?
100% 远程工作
50美元生日奖金
200美元推荐奖励
无追踪器。没问题
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About the Client
The client runs two businesses: a business coaching and consulting practice, and a tax planning practice. He currently splits his time roughly evenly between the two, but his focus is shifting toward growing the tax planning business over the next six to nine months, with an eventual wind-down of the coaching business. The VA will support administrative work across both sides of the business during this transition.
Role Overview
The client is looking for his first Virtual Assistant to take administrative tasks off his plate and help him stay on track day to day. Beyond task support, a key part of this role is accountability: regularly checking in with Rich to review what needs to get done, following up on progress, and helping him plan next steps when things slip. This is a part-time role starting at 10 hours/week, with room to grow as trust and workload build.
Key Responsibilities
• Manage calendar and schedule meetings across both businesses
• Keep his inbox organized and reply to routine emails on his behalf
• Hold regular check-ins with Rich to review daily/weekly to-dos and follow up on outstanding items
• Provide general administrative support for both the business coaching and tax planning practices
• Handle light calling or follow-up as needed (minimal volume expected)
• Support ad hoc admin tasks as the tax planning business scales
Skills & Tools
• Strong organizational skills and comfort managing calendars and inboxes independently
• Proactive communicator who can hold someone accountable in a professional, friendly way
• Experience with standard scheduling and email tools (e.g. Google Workspace/Microsoft 365, Calendly)
• Tax, accounting, or bookkeeping experience is a plus but not required
• Comfortable working independently with minimal day-to-day supervision
Contract & Logistics
• This is an ongoing role, not a fixed-term contract — candidates should expect long-term placement
• Starts at 10 hrs/week with potential to grow to 20 hrs/week based on fit and workload
• Must be available for regular overlap with Central Time business hours
Why Join Assist World?
100% REMOTE
$50 birthday bonus
$200 testimonial bonus
NO TRACKER. NO PROBLEM