We are in the process of staffing a Virtual Assistant where a client needs someone to handle the following responsibilities. If you are interested, please complete the Virtual Assistant application. For other job information and updates on Virtual Assistant roles, make sure you follow us at @momtovirtualassistant.
Key Responsibilities
- Marketing & Referral Development
- Research and identify referral sources (attorneys, school districts, advocates, pediatricians, etc.).
- Conduct outreach to potential referral sources via email, phone, or LinkedIn.
- Maintain a referral database and track outreach progress.
- Create marketing materials (flyers, presentations, newsletters) using Canva or similar tools.
- Assist with managing social media presence and professional networking platforms.
- Communication & Inbox Management
- Manage and organize email inbox; flag urgent items and draft responses when appropriate.
- Send timely, professional communications to referral sources, clients, and schools.
- Schedule meetings and follow up on pending communications.
- Client Intake & Administrative Support
- Respond to new client inquiries and provide initial intake forms.
- Collect, organize, and securely manage intake documents.
- Schedule initial consultations and testing appointments.
- Maintain accurate client records with confidentiality.
- Ongoing Administrative Support
- Track deadlines, case progress, and follow-up tasks.
- Create and maintain simple spreadsheets, reports, and project trackers.
Daily & Weekly Tasks
- Daily
- Monitor and manage email inbox.
- Respond to new inquiries or referrals.
- Update referral outreach tracker.
- Weekly
- Send outreach emails or calls to potential referral sources.
- Draft or design marketing content (social media posts, newsletters, flyers).
- Update referral and client intake databases.
- Meet briefly with neuropsychologist (via Zoom/Slack) to review priorities
Platforms: Zoom, Google Workspace (Docs, Sheets, Drive, Calendar), Canva, LinkedIn (or similar email platforms), Trello, Asana, or equivalent (if needed)
Requirements
- Prior experience in healthcare, psychology, education, or legal services settings (a plus)
- Prior administrative, marketing, or virtual assistant experience, or experience in the field of K-12 education (a plus)
- Background in marketing, referral development, or client intake (a plus)
- Strong written and verbal communication skills.
- Familiarity with outreach, sales, or client communication.
- High level of professionalism, confidentiality, and discretion.
- Ability to manage multiple projects with attention to detail.
- Flexible scheduling with some overlap in business hours (Pacific Time preferred).
- Responsiveness expected within 24 hours for communications.
Benefits
There are no benefits for this role as it is meant to be performed by independent contractors. Please let me know if you have any questions.