About the Role
We are seeking a detail-oriented trustworthy and proactive Part-Time Virtual Assistant to support a dual-pronged business: a peer advisory practice and a management consulting firm serving large multinational corporations. You will provide administrative presentation and coordination support with critical coverage during monthly meetings and dependable turnaround for consulting deliverables.
This role is ideal for someone who communicates clearly in writing follows through meticulously and can work asynchronously with the owner while comfortably aligning on priorities and deadlines.
Key Responsibilities
Executive Support
- Gather individual orders from meeting attendees
- Coordinate monthly CEO group meetings:
- Place/track food orders and monitor delivery status during the 3-hour meeting window
- Provide real-time updates to ensure seamless onsite logistics
- Double check if food is needed for speakers
- Make dinner reservations in private room after meeting (at least 2 weeks in advance)
- Maintain calendars reminders and meeting support documentation
- Assist with occasional member communications and follow-ups
- Prepare draft meeting agenda for review and approval by the Chair
- Send draft agenda to selected members 1 week before meeting
Consulting Support
- Build and refine PowerPoint presentations following brand/style guidance
- Prepare and route proposals via DocuSign; track signature status and follow-ups
- Assist with expense reporting in Google Sheets and light administrative tasks
- Help with light research (companies contacts talking points) as needed
- Post relevant LinkedIn Comments (timely on Tuesday between 10:30am PT and 12:30pm PT). This is a very time sensitive activity and is either done in the window or not relevant.
- Book hotel rooms for consulting team travel when needed
- Business Development (as-needed)
Support LinkedIn outreach if experienced:
- Contact research sequencing and personalized messaging (incl. occasional audio)
- Conference pre-outreach and follow-up coordination
- Track outreach activities and responses; prepare simple status summaries
- Quality Organization and Communication
- Maintain impeccable task documentation and status in agreed systems (e.g. shared trackers docs etc.)
- Proactively surface risks delays or questions with suggested solutions
- Work asynchronously; provide concise daily or session summaries of progress and next actions
Required Qualifications
- 2 years of experience as a virtual assistant or coordinator supporting executives or small businesses
- Strong written communication skills; clear professional email style
- Proven attention to detail and follow-through; highly organized with reliable task tracking
- PowerPoint proficiency (layout formatting consistency polish)
- Experience with e-signature workflows (e.g. DocuSign) and basic admin processes
- Comfortable with real-time coordination during fixed windows (e.g. meeting times)
- Reliable internet computer and quiet environment
- LinkedIn account professional your own
Preferred Qualifications
- Prior support for peer advisory groups professional services or consulting firms
- Experience with LinkedIn outreach and light business development workflows
- Powerpoint experience
- Basic research skills (company/contact/background prep)
- Familiarity with simple CRMs or structured tracking tools
- Availability to collaborate during U.S. Pacific hours
Success Metrics ()
30 days:
- Onboarded to tools and workflows; understands monthly meeting cadence
- Demonstrates accurate task tracking and timely summaries
- Produces clean on-brand PowerPoint slides with minimal edits
60 days:
- Independently manages meeting logistics with zero misses
- Owns DocuSign proposal flow with timely follow-ups
- Anticipates needs; proposes small process improvements
90 days:
- Runs meeting-day logistics smoothly end-to-end
- Maintains consistent error-free documentation and reliable turnaround
- If applicable contributes to effective LinkedIn/contact outreach with measurable activity and response tracking
Tools Youll Use
- PowerPoint DocuSign (or similar) email/calendar
- Light CRM or shared tracking sheets/docs
- Zoom
- Messaging/video tools as needed
Insight to Action Core Values
Integrity: We live up to our commitments
Collaborative: We work together to arrive at better solutions
Learning: We are open and curious about new ideas and perspectives
Diversity: We require and value different perspectives
Easy to work with: We adapt our working approach to save our clients time and hassle
Results driven: We focus on driving amazing outcomes
About the Role We are seeking a detail-oriented trustworthy and proactive Part-Time Virtual Assistant to support a dual-pronged business: a peer advisory practice and a management consulting firm serving large multinational corporations. You will provide administrative presentation and coordination ...
About the Role
We are seeking a detail-oriented trustworthy and proactive Part-Time Virtual Assistant to support a dual-pronged business: a peer advisory practice and a management consulting firm serving large multinational corporations. You will provide administrative presentation and coordination support with critical coverage during monthly meetings and dependable turnaround for consulting deliverables.
This role is ideal for someone who communicates clearly in writing follows through meticulously and can work asynchronously with the owner while comfortably aligning on priorities and deadlines.
Key Responsibilities
Executive Support
- Gather individual orders from meeting attendees
- Coordinate monthly CEO group meetings:
- Place/track food orders and monitor delivery status during the 3-hour meeting window
- Provide real-time updates to ensure seamless onsite logistics
- Double check if food is needed for speakers
- Make dinner reservations in private room after meeting (at least 2 weeks in advance)
- Maintain calendars reminders and meeting support documentation
- Assist with occasional member communications and follow-ups
- Prepare draft meeting agenda for review and approval by the Chair
- Send draft agenda to selected members 1 week before meeting
Consulting Support
- Build and refine PowerPoint presentations following brand/style guidance
- Prepare and route proposals via DocuSign; track signature status and follow-ups
- Assist with expense reporting in Google Sheets and light administrative tasks
- Help with light research (companies contacts talking points) as needed
- Post relevant LinkedIn Comments (timely on Tuesday between 10:30am PT and 12:30pm PT). This is a very time sensitive activity and is either done in the window or not relevant.
- Book hotel rooms for consulting team travel when needed
- Business Development (as-needed)
Support LinkedIn outreach if experienced:
- Contact research sequencing and personalized messaging (incl. occasional audio)
- Conference pre-outreach and follow-up coordination
- Track outreach activities and responses; prepare simple status summaries
- Quality Organization and Communication
- Maintain impeccable task documentation and status in agreed systems (e.g. shared trackers docs etc.)
- Proactively surface risks delays or questions with suggested solutions
- Work asynchronously; provide concise daily or session summaries of progress and next actions
Required Qualifications
- 2 years of experience as a virtual assistant or coordinator supporting executives or small businesses
- Strong written communication skills; clear professional email style
- Proven attention to detail and follow-through; highly organized with reliable task tracking
- PowerPoint proficiency (layout formatting consistency polish)
- Experience with e-signature workflows (e.g. DocuSign) and basic admin processes
- Comfortable with real-time coordination during fixed windows (e.g. meeting times)
- Reliable internet computer and quiet environment
- LinkedIn account professional your own
Preferred Qualifications
- Prior support for peer advisory groups professional services or consulting firms
- Experience with LinkedIn outreach and light business development workflows
- Powerpoint experience
- Basic research skills (company/contact/background prep)
- Familiarity with simple CRMs or structured tracking tools
- Availability to collaborate during U.S. Pacific hours
Success Metrics ()
30 days:
- Onboarded to tools and workflows; understands monthly meeting cadence
- Demonstrates accurate task tracking and timely summaries
- Produces clean on-brand PowerPoint slides with minimal edits
60 days:
- Independently manages meeting logistics with zero misses
- Owns DocuSign proposal flow with timely follow-ups
- Anticipates needs; proposes small process improvements
90 days:
- Runs meeting-day logistics smoothly end-to-end
- Maintains consistent error-free documentation and reliable turnaround
- If applicable contributes to effective LinkedIn/contact outreach with measurable activity and response tracking
Tools Youll Use
- PowerPoint DocuSign (or similar) email/calendar
- Light CRM or shared tracking sheets/docs
- Zoom
- Messaging/video tools as needed
Insight to Action Core Values
Integrity: We live up to our commitments
Collaborative: We work together to arrive at better solutions
Learning: We are open and curious about new ideas and perspectives
Diversity: We require and value different perspectives
Easy to work with: We adapt our working approach to save our clients time and hassle
Results driven: We focus on driving amazing outcomes
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