Overview of Role
The principal manages a diverse and high-responsibility portfolio, including:
● 18 private investments
● 19 bank accounts
● 6 brokerage accounts
● 4 investment portfolios
● 7 real estate units
● A chaired nonprofit board
● Ongoing personal and family responsibilities (a child and 4 elderly parents)
● A network of relationships across business, philanthropy, and family
This role requires a high-performing Executive VA who can:
● Own key operational tasks
● Build and maintain systems
● Support communication and follow-up loops
● Maintain confidentiality and sensitivity
● Serve as a force multiplier for the principal’s 11am–3:30pm, 4-day work week
Core Support Categories
Below are real categories and task types pulled from the principal’s current task infrastructure
(To Do List):
Communication & Inbox Management
● Email triage, filtering, flagging and drafting replies
● Maintaining clear folder systems and automations
● Following up on key conversations
● Handling miscommunications or incomplete task closure
Calendar & Meeting Coordination
● Scheduling across time zones
● Managing board meetings, Zooms, and social engagements
● Creating and updating agendas for internal or nonprofit meetings
Financial Oversight (Light)
● Uploading state filings and keeping documents organized
● Syncing with accountants/tax preparers
● Simple expense or cash flow categorization
● Coordinating documentation requirements
Real Estate Support
● Vendor sourcing (e.g., home services, lawn care, repairs)
● Property document storage and compliance
● Tenant management support and follow-up loops
Systems & Operations
● Building task tracking (Todoist, Asana, or ClickUp)
● Creating SOPs (Standard Operating Procedures)
● Helping migrate to centralized inbox or tech stack
● Organizing team workflows, including VA accountability
Family & Elder Care Support
● Tracking calls, health care follow-ups
● Researching programs (e.g. summer camps)
● Travel planning
● Sourcing local help (aging parent tech support /companions, home repair/improvement)
$1,100 - $1,100 a month
Principal works: Monday–Thursday, 11am–3:30pm CST, some Friday afternoons
Needs assistant to work slightly before and after this window for prep + follow-through
Prefers async-first culture, with brief real-time check-ins weekly
Must maintain accountability rhythms (briefs, weekly recaps, reminders)
Why Join Assist World?
100% REMOTE
$50 birthday bonus
$200 testimonial bonus
$300 tenure bonus every 6 months
$500 entry monthly raffle
NO TRACKER. NO PROBLEM
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.