CPT-8460 Virtual Assistant for Executive Function & Business Operations Support

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Requirements:

• Experience working with entrepreneurs, creatives, or neurodivergent leaders (especially ADHD).
• Ability to handle sensitive information with confidentiality.
• Extensive experience across tools like Microsoft 365, task/project managers (e.g., Trello, ClickUp), and CRMs.
• Can work independently and bring structure, even if the business owner is moving fast or pivoting frequently.

Responsibilities:

• Act as a gatekeeper and calendar partner—setting appointments, proactively blocking time for deep work, and preventing scheduling overload.
• Organize and declutter the inbox with tagging, categorization, and filters.
• Support executive function by breaking down large tasks into manageable pieces.
• Research systems, tools, vendors, or business licensing requirements and summarize options with clear next steps.
• Keep digital files and folders organized in cloud systems like OneDrive or Google Drive.
• Draft or send client updates, follow-ups, or intake reminders.