Executive Operations Assistant

March 20

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WeAssist.io

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WeAssist. io is a company that provides businesses with the opportunity to outsource a variety of tasks to skilled virtual assistants, allowing companies to focus on high-value activities. They specialize in enhancing business productivity by offering services like lead generation on various platforms, inbox and calendar management, expense and invoice handling, social media strategy, research, data entry, and more. WeAssist. io aims to help entrepreneurs and businesses "buy back" their time and increase operational efficiency by taking low-value tasks off their hands.

51 - 200 employees

🤝 B2B

⚡ Productivity

☁️ SaaS

📋 Description

• Blueprint Creation & Data Management: Create and update custom funding blueprints based on client data • Consolidate information from various sources (credit applications, Slack notes, sales notes, intake forms) into a structured Google Doc • Perform basic calculations (addition, multiplication) for funding assessments • Handle data entry tasks, including onboarding, deposit, and offboarding dates, as well as blueprint updates • Input and organize data in Monday.com, pulling details from Slack, Google Docs, and intake forms • Review credit inquiries (training modules will be provided) • Task & Project Management: Organize and track tasks from meetings, Slack communications, and voice memos to ensure timely execution • Maintain and update Google Docs to support the leadership team’s documentation needs • Update and organize files • Create documents on an ad-hoc basis for different team members • Ensure follow-ups are completed and action items from meetings are tracked and executed • Email, Text & Communication Management: Filter, organize, and respond to emails, texts, WhatsApp, and Slack messages on behalf of the leadership team • Develop a system for managing and prioritizing communications to ensure nothing gets missed • Relationship & Calendar Management: Manage scheduling, rescheduling, and calendar adjustments for internal and external meetings • Handle scheduling conflicts and ensure smooth coordination of appointments • Assist with scheduling and organizing internal team meetings and ensuring follow-ups • Support relationship management, ensuring high-value clients receive prompt and professional attention • Monitor daily communications (unread/unanswered messages) and flag important follow-ups • Assist with personal scheduling, such as coordinating special events, anniversaries, and gifts • Operations Support: Oversee daily metric-driven End-of-Day (EOD) reports from fulfillment and sales teams • Identify trends in numbers and flag them for leadership review • Review and summarize team reports, flagging key points for further analysis • Conduct low-level operational tasks, such as contacting banks for additional information (dialer provided) • Assist with ad-hoc operational needs as required

🎯 Requirements

• Reliable internet connection (50 Mbps+) to ensure seamless communication and workflow. • Strong attention to detail with the ability to catch inconsistencies and maintain accuracy. • Highly organized with excellent time management skills to juggle multiple tasks efficiently. • Bilingual in Spanish (BIG BONUS) – the ability to communicate in Spanish is a plus!

🏖️ Benefits

• 13th Month Bonus • Permanent work-from-home / remote set-up • Health insurance • Dental insurance • Mental health insurance • Great starting salary • Growth opportunity • Performance-based raises • Prizes and bonuses