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Wisepath Group

Cata Cases VA

Posted 2 hours ago
2-5 years experience
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AI Summary

The Virtual Assistant will manage data and reporting for video-mailer campaigns by cleaning datasets, verifying vendor information, and tracking campaign progress. They will also maintain project trackers, update management tools, and communicate status reports to the team.

Virtual Assistant - Cata Cases Data & Reporting Support

About the opportunity

We are hiring a Virtual Assistant to support data and reporting for Cata Cases. Cata Cases runs approved targeted video-mailer campaigns reaching people affected by catastrophic motor vehicle accidents. You will keep campaign data accurate, organized, and on schedule while keeping the team informed of progress and problems.

We are looking to fill this role right away with the right person. It starts part-time, with potential to grow into full-time as workload increases. Candidates may apply from anywhere in the world, subject to an appropriate local engagement arrangement. All assigned hours must be worked during U.S. Eastern Time business hours. The exact starting schedule will be agreed before engagement. Eastern Time follows U.S. daylight saving changes. This role is for someone who enjoys spreadsheets, follows clear procedures, and checks details before work moves to the next stage. You will support execution under established processes and approvals.

What you will do

  • Order data from approved vendors and sources, verify order criteria, and track costs, delivery timing, and status.
  • Download scheduled datasets; clean and format Google Sheets or Excel files; flag duplicates, missing fields, and address issues.
  • Check approved websites and portals for updates and verify campaign links, landing pages, forms, and phone numbers.
  • Collect approved online information, follow access and privacy rules, and spot-check data before handoff.
  • Keep order, mailing, delivery, response, and report trackers current; reconcile totals and flag gaps or unusual changes.
  • Update ClickUp, send clear status reports, escalate blockers, and document recurring tasks.

What you bring

  • At least three years of experience as a virtual assistant, data assistant, or in a similar support role.
  • Proficiency in Google Sheets and/or Excel, including filters, sorting, basic formulas, and VLOOKUP or XLOOKUP.
  • Attention to detail, organized files, reliable follow-through, and clear written English for work communications.
  • Experience protecting confidential information and following written procedures.
  • Ability to learn new tools and work the agreed part-time schedule during U.S. Eastern Time business hours.
  • Ability to carry out remote duties with reliable connectivity and appropriate confidentiality safeguards, with reasonable accommodation where applicable.

Helpful experience

Law firm or legal marketing support, direct mail, mailing lists, address standardization, approved public-record workflows, data vendor coordination, ClickUp, Box or Dropbox, and approved web collection tools such as Apify or Octoparse are helpful but not required.

How to apply

Apply through this posting with your resume or a summary of relevant experience, the tools you have used, your available hours and time zone, and a three-to-five-sentence example of a data error you caught before it caused a problem. Use a de-identified example and do not include client or personal information.

Shortlisted candidates may complete a short, paid practical task using sample data, such as cleaning a small spreadsheet and writing a status update, before a final interview. Task instructions, estimated time, and payment terms will be provided in advance.

Equal opportunity and accommodations

We evaluate applicants on job-related qualifications without regard to race, color, religion, sex, pregnancy, sexual orientation, gender identity, national origin, age, disability, genetic information, veteran status, or any other status protected by applicable law. Reasonable accommodations are available during the application and selection process. Contact the recruiting team through the application channel to request assistance.

We are committed to equal opportunity and diversity in the workplace. We consider all qualified applicants without regard to race, color, religion, gender, sexual orientation, national origin, disability, or veteran status. All inquiries and applications are kept confidential.

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