Virtual Assistant (Administrative & Social Media Management)
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AI Summary
Provide comprehensive administrative and executive support, including scheduling, inbox management, and personal assistant tasks. Manage social media posting and lead qualification to support the growth of an advisory practice.
Position Title: Virtual Assistant (Administrative
& Social Media Management)
Role Overview
A private advisor working with founders, executives,
creatives, and thoughtful leaders. His work emphasizes clarity, deep honesty,
and integration over flashy marketing. He seeks a Virtual Assistant to provide
administrative support and light social media management, ensuring his
Advisory practice and Isagenix Business runs smoothly while maintaining his
values of integrity, equality, and human-centered service.
Key Responsibilities
Administrative & Executive Support
- Manage
scheduling via Calendly and integrate with email.
- Coordinate
discovery calls and client onboarding.
- Monitor
inbox, flag important emails, and prepare summaries for James.
- Prepare
notes, organize documents, and maintain efficient workflows.
- Provide
light personal assistant support, including coordinating personal
appointments and events, managing family bill payments, and assisting with
other personal administrative tasks as needed.
- Handle
confidential personal and business information with professionalism and
discretion.
Social Media & Content Management
- Support
James in posting short, professional video content created using the BigVu
teleprompter app.
- Manage
the posting schedule across LinkedIn and other relevant platforms.
- Monitor
comments and messages, filter potential leads, and escalate qualified
prospects to James.
- Prepare
lead summaries with qualification notes before passing them to James for
final review.
Client Outreach & Lead Generation
- Assist
in identifying potential clients through thoughtful, relationship-focused
outreach.
- Manage
AI-assisted responses while allowing James to remain focused on
higher-level client interactions.
- Deliver
qualified leads via email with clear summaries and recommended next steps.
Tools & Platforms
- Calendly
– scheduling and client booking
- BigVu
– teleprompter and video content creation
- Email
(Gmail/Outlook) – inbox management
- LinkedIn
– primary social media channel
- Familiarity
with AI agents (e.g., ChatGPT/Claude) for automated responses is a plus
Candidate Profile
- Strong
values alignment: integrity, equality, respect for people, and a
service-oriented mindset.
- Experience
in administrative support and social media management.
- Comfortable
working with executives and high-profile clients.
- Detail-oriented,
proactive, discreet, and able to handle confidential business and personal
matters with professionalism.
- Ability
to manage tasks independently while scaling responsibilities as the client
base grows.
- Excellent
written and verbal communication skills in English.
- The
client values candidates with a strong personal spiritual practice who led
with integrity, compassion, and humility. A Christian background is
preferred, as the role involves working closely with the client's values
and approach to serving others.
Engagement: Part-time to start, 10 hrs per week with potential to scale
as client base grows
Growth Potential
Initially, the role will focus on light management tasks (social media posting,
inbox monitoring, scheduling). As James doubles his advisory client base,
responsibilities will expand to include greater delegation of admin tasks and
client relationship support.
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