20four7VA

Executive Assistant

• Monitor and assist with client email communications
• Respond to routine questions using client-provided information and templates
• Follow up on outstanding information and documentation
• Maintain professional, timely written communication
• Escalate technical or specialized HR-related questions to the client
• Track open client requests and next steps
• Prepare and organize invoice documentation
• Send invoices and payment-related information as directed
• Track invoice and payment status
• Maintain invoice information in Google Sheets or other client systems
• Follow up on outstanding administrative items
• Maintain organized client and business records
• Track client matters through established workflows
• Ensure required steps and follow-ups are completed
• Update HubSpot records and client information
• Maintain task and project trackers
• Flag overdue or stalled items
• Document recurring workflows and SOPs
• Support general process improvements
• Review and format client-facing documents
• Proofread written materials for grammar, consistency, and accuracy
• Assist with document revisions based on client direction
• Maintain organized versions and supporting documentation
• Ensure completed materials meet established formatting standards
• Provide task-specific business support services under an independent contractor agreement
• Help improve business efficiency, enhance service delivery, and support operational functions

Client Operations & Administrative Virtual Assistant

Sales Development Rep

• Research target mid-market and enterprise accounts and identify appropriate decision-makers
• Build and maintain prospect lists using Apollo
• Execute structured outbound sequences across email, LinkedIn, and phone
• Conduct approximately 8–10 touches within multi-channel outreach cadences
• Personalize outreach based on the company, contact, and relevant use case
• Conduct outbound calls and follow up with prospects
• Qualify interested prospects using established criteria
• Build rapport and communicate the company's virtual-experience value proposition clearly
• Schedule qualified meetings with the client
• Send calendar invitations, meeting links, confirmations, and reminders
• Maintain professional, natural communication that does not appear generic or obviously AI-generated
• Maintain accurate contacts, activities, opportunities, and next steps in HubSpot
• Prepare concise prospect and account information before scheduled calls
• Review completed sales-call recordings and identify commitments, action items, and next steps
• Draft personalized follow-up emails based on completed conversations
• Prepare proposals using client-provided templates and approved information
• Ensure promised materials and follow-ups are completed promptly
• Track active opportunities and follow up consistently
• Flag stalled opportunities or items requiring client involvement
• Maintain organized sales records and pipeline information
• Provide basic weekly reporting on outbound activity, meetings booked, and pipeline movement
• Support the client's outbound sales process from target-account research through appointment setting, CRM management, and post-call follow-up
• Work independently with limited supervision and take ownership of sales follow-through

Sales Development, Sales Operations Virtual Assistant

• Manage and organize professional email inboxes
• Draft routine email responses for review or sending
• Flag urgent messages, outstanding actions, and items requiring attention
• Maintain professional and personal calendars
• Schedule and coordinate meetings
• Maintain reminders, priorities, and follow-up items
• Assist with recurring reporting and presentation preparation
• Support general executive administration
• Help ensure important tasks and commitments do not fall through the cracks
• Coordinate selected personal appointments and bookings
• Assist with transportation, cleaning, deliveries, and other day-to-day arrangements
• Use client-approved apps and accounts such as Careem when access is provided
• Coordinate with personal suppliers or service providers
• Assist with travel or lifestyle-related arrangements
• Format recurring reports and presentations using existing templates, brand standards, and style guidelines
• Use client-provided AI tools such as ChatGPT to support report preparation when appropriate
• Maintain organized files and supporting information
• Deliver services according to agreed timelines, guidelines, and written deliverables

Executive & Personal Virtual Assistant

• Manage and update personal and family calendars
• Track children’s activities, appointments, lessons, and schedule changes
• Identify and flag scheduling conflicts in advance
• Coordinate with nannies, drivers, household staff, and other relevant contacts
• Confirm necessary arrangements before appointments or activities
• Update schedules when plans change and ensure everyone has correct information
• Follow up proactively on outstanding personal items
• Track appointments, action items, and schedule-related needs
• Provide concise updates on completed and outstanding items
• Flag issues or decisions requiring direct client involvement
• Help prepare for upcoming travel or schedule changes
• Maintain confidentiality and discretion with personal and family information
• Follow up with the Pilates Studio Manager for requested reports or updates
• Track basic reporting deadlines and organize studio-related information
• Include key studio items in recurring status summaries
• Escalate operational issues to the client rather than independently managing the business
• Provide a concise weekly summary of personal and studio items requiring attention
• Highlight upcoming appointments, unresolved items, schedule conflicts, and pending decisions
• Maintain an organized list of open follow-ups and next steps
• Support a busy Dubai-based executive and family as an independent contractor

Personal & Family Administrative Virtual Assistant

Accounts Receivable

• Review and analyze accounts receivable balance reports
• Map account balance information into reporting formats and Excel templates
• Collate and convert homeowner account balance information into standardized spreadsheets
• Audit and validate account data against original source documents
• Identify discrepancies in homeowner names, addresses, balances, and other account information
• Assist with merging accounts and applying account/billing tags in client software
• Import validated homeowner balance information into the appropriate management system
• Maintain accurate records of accounts receivable and account transition activities
• Review financial reports and general ledger information
• Map general ledger accounts into the client’s accounting structure
• Review association budgets and assist with validating and setting up budget data
• Generate, process, organize, and distribute financial reports
• Compare financial information against source documents and identify discrepancies or missing information
• Maintain accurate financial records and documentation
• Perform detailed data entry and quality-control checks
• Organize, rename, and file digital documents
• Maintain spreadsheets, reports, and supporting documentation
• Monitor workflow queues and complete action items within deadlines
• Research and resolve basic data discrepancies before escalation
• Assist with special accounting and operations projects
• Respond to written inquiries and correspondence
• Communicate with internal teams about financial data, account information, and transition requirements
• Collaborate with accounting, operations, customer service, and management teams
• Provide updates on completed work, discrepancies, and outstanding items
• Escalate financial or account issues requiring client or management review
• Deliver remote, task-specific services to clients worldwide under defined scopes of work

Client Operations & Administrative Virtual Assistant

Sales Development, Sales Operations Virtual Assistant

Executive & Personal Virtual Assistant

Personal & Family Administrative Virtual Assistant

Financial & Accounts Receivable Clerk