Administrative Assistant Organizing Business US; Home Based

Virtual Assistant

Project & Task Management – Basecamp Set up and maintain client projects and project documentation Restart documentation and assign to-dos for repeat clients Maintain team project workflows and ensure information is current Identify missing information or outstanding tasks and proactively follow up CRM & Client Administration – Dubsado Maintain accurate client and lead information Prepare and send templated proposals and client communications Update dates, pricing, project descriptions, and other information provided by the owner Track leads, proposals, and outstanding follow-ups Help ensure clients move through established workflows appropriately Client Communication Send pre-templated/canned emails, consultation reminders, proposals, and other routine communications Flag communications that require the owner's personal response Track outstanding client responses and follow up when appropriate Calendar & Scheduling Maintain Allison's personal calendar Schedule and coordinate appointments and other commitments Help identify scheduling conflicts and upcoming items requiring attention Team Scheduling – When I Work Assist with administrative updates to employee schedules Help manage schedule changes and timekeeping information Flag scheduling issues requiring the owner's decision Reporting & Data Create and maintain Google Sheets reports Perform accurate data entry and maintain information across company platforms Help keep company records consistent and current Client Photo Management – Company Cam & Lightroom Properly tag and organize client photos and videos in Company Cam Pull appropriate images for social media, marketing, and portfolio use Email Marketing – Mailer Lite Upload and format completed email/newsletter copy Create polished, professional layouts Manage links, images, formatting, and other newsletter details Writing marketing content is not required Marketing Materials – Canva Organize existing marketing materials Maintain brand consistency using existing templates and guidelines Link & Affiliate Management Maintain Linktree/Instagram bio links Update Shop My affiliate links and product information as needed Check links periodically to ensure they remain accurate and functional Product Inventory – Sortly Maintain product inventory records Update quantities and product information Assist with tracking organizing products purchased and sold to clients Identify discrepancies or missing information Business Phone Management – Freedom Voice Monitor incoming messages daily Filter spam and identify legitimate client inquiries Flag important messages and ensure inquiries receive timely attention Vendor & Product Research Research products, vendors, and service providers as requested Compare pricing, availability, reviews, and other relevant information Present findings in an organized format that makes decisions easy Follow up with vendors when appropriate Research & Special Projects Complete general business and personal research projects Research solutions independently before asking for assistance Provide concise recommendations rather than simply presenting large amounts of information Executive & Personal Assistance Assist the owner with personal administrative tasks as needed Schedule personal and household appointments Research and coordinate household service providers and vendors Assist with travel research, itineraries, reservations, and planning Research purchases and compare options Assist with online orders, delivery tracking, returns, and refunds when authorized Help manage family scheduling and personal administrative projects Maintain confidentiality when handling personal information Follow-Up & Task Tracking Proactively track outstanding client, vendor, business, and personal action items Follow up when appropriate rather than waiting to be reminded Maintain a system for items awaiting responses or decisions Bring unresolved or time-sensitive matters to the owner's attention Help ensure important details do not fall through the cracks Bookkeeping Support – Nice to Have Approximately 5 hours per month of Quick Books data entry Assist with basic…