RE Broker/Investor/Owner Virtual Assistant
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Job Description
Virtual Assistant providing administrative support to a real estate broker, managing schedules, bookkeeping, and social media tasks. Focused on client efficiency and operational functions.
Responsibilities:
- Monitor rental payments and ensure tenants are up to date.
- Track property-related expenses and categorize them properly.
- Maintain inventory of purchased items for each property or project.
- Assist with advertising and posting rental listings on social media. Client will provide content, photos, and instructions.
- Communicate via email or text with vendors, including Spanish-speaking vendors using translation tools if needed.
- Assist in setting up a bookkeeping system using QuickBooks Online or Xero (client prefers QuickBooks but is open to both).
- Categorize transactions, track income and expenses, and help ensure books are accurate and up to date.
- Generate monthly reports, including account reconciliation and summaries for the client to review.
- Manage and coordinate an extensive schedule of doctor appointments, physical therapy sessions, and ongoing medical treatments.
- Follow up on medical tasks, therapy sessions, and research for health-related needs.
- Provide reminders and help the client stay organized, especially considering limited physical mobility.
- Support personal family administration tasks, schedules, and event reminders.
Requirements:
- Experience in bookkeeping (1–4 years for junior role; client also open to senior-level).
- Familiarity with QuickBooks Online or Xero is required.
- Strong organizational and administrative skills.
- Ability to manage sensitive information securely.
- Comfortable communicating with vendors and tenants through email/text.
- Ability to use Google Translate or similar tools for simple Spanish-language communication when needed.
- Willingness to post content on social media platforms using templates and materials provided by the client.
- Nice to Have Skills: Experience with real estate or property management support.
- Understanding of AI tools (the client uses ChatGPT, Claude, etc., so familiarity is beneficial).
Benefits:
- 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.
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