CPT-11706 Executive Assistant Virtual Assistant

• Manage and maintain the executive’s calendar, appointments, and schedule.
• Coordinate internal and external meetings.
• Identify scheduling conflicts and proactively recommend solutions.
• Prepare meeting information and ensure the executive is aware of upcoming priorities and commitments.
• Track important follow-ups, deadlines, and action items.
• Provide timely reminders for meetings, appointments, and deliverables.

• Schedule and coordinate meetings with clients, internal teams, and external partners.
• Assist with travel planning, itineraries, reservations, and other travel-related arrangements.
• Organize meeting details, documentation, and relevant information in advance.
• Coordinate changes to meetings or travel arrangements as needed.

• Draft, prepare, and organize professional correspondence.
• Assist with email management and client communications.
• Maintain clear and professional communication with internal and external stakeholders.
• Organize communications to ensure inquiries, commitments, and follow-ups are properly tracked.
• Handle sensitive or confidential information with professionalism and discretion.

• Support business development activities by organizing client communications and information.
• Maintain accurate records of client interactions, opportunities, and commitments.
• Track follow-ups with clients and external partners.
• Assist the executive in staying organized and responsive to prospective and existing business relationships.

• Support project management activities by monitoring priorities, deliverables, and commitments.
• Maintain task and project records in ClickUp.
• Coordinate with internal teams and external partners regarding outstanding tasks and deadlines.
• Follow up on action items and provide status updates as needed.
• Help ensure projects, commitments, and priorities continue moving forward.

• Maintain well-organized electronic files, documents, and records.
• Manage and organize documents using SharePoint.
• Assist with documents and electronic signatures through DocuSign.
• Ensure records and important correspondence are properly stored and easily accessible.
• Maintain accuracy and confidentiality when handling company and client information.

• →Previous experience providing direct support to a senior executive, founder, or business leader.
• →Experience supporting business development activities.
• →Experience supporting or coordinating multiple projects simultaneously.
• →Strong follow-up and stakeholder coordination skills.
• →Experience managing communications involving clients and external business partners.
• →Advanced proficiency with productivity, project management, and document management platforms.

• ClickUp
• Gmail
• SharePoint
• DocuSign

• Contracted Hours per Week: 40 Hours
• Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing)
• Daily Working Time: 7:00 AM – 3:00 PM ET

Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW.

• Contractors will operate under a Master Services Agreement and a Statement of Work
• This is not an offer of employment; contractors are not employees of 20four7VA or any client
• All compensation is processed through 20four7VA according to the terms of the engagement

• REQUIRED SERVICE: Business Support
• REQUESTED EXPERIENCE TIER LEVEL: Senior and Advanced Level
• Contracted Hours per Week: 40 hours/week
• Daily Working Time: 7:00 AM – 3:00 PM ET
• Scheduled Working Days: Monday-Friday
• REPORTING TO/POC: To Be Determined
• Number of VAs: 1
• GENDER PREFERENCE: None
• LANGUAGES SPOKEN/PREFERENCE: English
• ACCENT PREFERENCE: Neutral
• REGION PREFERENCES: Any