Role Overview
We’re looking for a client-focused, detail-oriented VA to handle:
● Inbox & lead management
● Scheduling and basic follow-up with clients
● Light marketing communications (simple newsletters / CRM updates)
This is a part-time role (20 hrs/week) to start, with a strong possibility of scaling up toward full-time as the business grows and responsibilities expand.
Key Responsibilities- 1. Inbox Management & Lead Triage
- Monitor shared and/or personal email inboxes for:
○ New leads and inquiries
○ Client questions, updates, and event details
- Filter, organize, and prioritize emails:
○ Remove or file junk/non-essential messages
○ Flag urgent and time-sensitive items
○ Create a simple daily digest/summary of:
■ New leads received
■ Who needs a response and by when
- Ensure no inquiry is missed and follow-up tasks are clearly tracked.
- 2. Lead Handling & Client Communication
- For straightforward inquiries, send initial responses using templates or guidance:
○ Request key details about the event (date, time, location, guest count, type of service, etc.)
○ Ask clarifying questions to quickly get to the “meat and potatoes” of what’s needed
- Where appropriate, handle simple back-and-forth without needing Morgan for every step, escalating to him only when needed.
- Occasionally call clients/prospects (when required) to clarify simple details or confirm information.
- Maintain a friendly, professional tone in all communication that matches the brand and level of service.
- 3. Scheduling & Coordination Support
- Help book and confirm calls or tastings, as needed.
- Coordinate calendars to avoid double-booking.
- Send reminders or confirmations to clients prior to calls or events, as directed.
- 4. Light Marketing & CRM / Newsletter Support (Nice-to-Have)
- Support basic CRM tasks, such as:
○ Updating contact details
○ Tagging or categorizing leads
○ Keeping notes on lead status (e.g., new, quoted, booked, follow-up needed)
- Assist with simple outbound communications, such as:
○ Drafting short email newsletters or promotional messages
○ Structuring content and graphics (provided by client) into clear, well-written emails
- Help ensure consistency of communication (e.g., letting clients know about promos, seasonal offerings, or special menus).
Must-Have Qualifications- 3+ years experience as a Virtual Assistant, Administrative Assistant, or Customer Support/Client-Facing role
- Excellent written and spoken English
- Strong email management skills:
○ Comfortable handling high volume inboxes
○ Skilled at sorting, filtering, and summarizing information
- Proven experience with client communication:
○ Writing clear, professional, and friendly emails
○ Asking smart follow-up questions to get necessary details
- Highly organized and detail-oriented – no dropped balls, especially with leads and timelines
- Proactive and self-directed:
○ Can follow instructions, then independently manage recurring tasks
○ Comfortable making suggestions on better ways to organize communication and workflows
○ Email (Gmail/Outlook or similar)
○ Basic office tools (Google Workspace or Microsoft Office)
Nice-to-Have Experience- Experience in hospitality, events, catering, food service, or service-based businesses
- Background with CRM tools (any platform) and/or basic email marketing tools
- Prior experience helping small business owners manage:
○ Leads pipelines
○ Simple newsletters/promotions
- Comfortable making occasional client calls in English
Soft Skills & Traits- Warm, professional, and service-oriented
- Not easily flustered; can handle multiple inquiries and threads at once
- Good judgment on what needs (your boss) attention vs. what you can handle
- Open to feedback and able to adapt quickly as the role expands (especially into more marketing/communications over time).
$500 - $700 a month
Type: Part-Time (20 hours/week to start, potential to grow to full-time)
Time Zone: Must comfortably support Eastern Time (ET) with overlap during U.S. business
hours
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