Job Overview:

Are you an organized, tech-savvy professional who loves keeping projects on track and teams running smoothly? We are a growing financial services and fractional CFO firm operating two dynamic brands (including specialized services for gym owners). We are seeking a proactive Administrative Virtual Assistant to become the operational backbone of our close-knit, remote team.

If you are someone who thrives on organization, loves documentation, and is excited about using modern tech, AI, and automation to work smarter, we want to hear from you!

Schedule: Flexible Part Time | Monday to Friday. Allentown, NJ (EST. Time).

Responsibilities:

• Monitor and organize the shared inbox three times daily, triaging urgent client messages and routing emails to the right team members.
• Forward emailed invoices to bookkeeping and follow up internally to ensure all client requests are completed.
• Write and maintain Standard Operating Procedures (SOPs) and internal checklists to keep workflows consistent.
• Manage tasks in Asana, send reminders, keep Google Drive files organized, and proactively suggest ways to improve team efficiency.
• Master company software platforms and troubleshoot basic workflow, integration, and automation (Zapier) issues.
• Test system updates and leverage AI tools to streamline repetitive tasks.
• Provide basic tech support to the team and handle software setup for new hires.

Requirements:

• Proven experience as a Virtual Assistant, Administrative Assistant, or in a similar remote role requiring strong independent work habits.
• Exceptional organizational, time management, and multitasking skills with high attention to detail and strong follow-through.
• Excellent written and verbal English communication skills, with a commitment to proactive team collaboration and support.
• Absolute reliability, honesty, and trustworthiness, with a strong work ethic and the ability to consistently meet deadlines.
• High proficiency in Google Workspace and a comfort level troubleshooting technology and learning new software platforms.
• Familiarity with or willingness to learn team communication and project management tools like Slack and Asana.
• Experience or interest in using QuickBooks Online and leveraging automation/AI tools (e.g., Zapier, ChatGPT, Claude) for productivity.
• Capability or openness to managing social media platforms (Facebook, Instagram, LinkedIn) for engagement and lead generation.

Independent Contractor Perks:

• Immediate Hiring
• Permanent Work From Home

Note:

• Please click the "Apply" button to complete your application, including the assessment questions, technical check, and voice recording. Your pay rate will be established based on your performance in the application process; submissions with all requirements fulfilled will receive priority review.

We're looking for someone who wants a long-term working relationship — not just a short-term gig. If that sounds like you, we'd love to hear from you!