CPT-9380 Executive Administrative Professional at 20four7VA
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CPT-9380 Executive Administrative Professional
REQUIRED SERVICE: Admin/Business Support
REQUESTED EXPERIENCE TIER LEVEL: Senior- Advanced Level
MIN. HOURS/WEEK: 40
SHIFT TIME ZONE: PST
SHIFT HOURS: 8 am - 4 pm
SHIFT DAYS: M-F
Number of VAs: 1
GENDER PREFERENCE: N/A
LANGUAGES SPOKEN/PREFERENCE: English
ACCENT PREFERENCE: Neutral
REGION PREFERENCES: N/A
We are seeking a highly experienced and reliable Executive Administrative Professional to act as the operational backbone of a growing real estate investment company. This senior-level role goes beyond typical administrative support—you will manage entity compliance, complex document workflows, and multi-layered projects, all while maintaining a high level of professionalism and precision. This position requires a detail-oriented, tech-savvy professional with strong decision-making skills, capable of handling confidential information and coordinating directly with external partners such as attorneys, banks, and inspectors.
Key Responsibilities
- Document & File Management
- Maintain and organize online folders and file structures across Google Drive
- Ensure real-time availability of documents during business hours
- Handle and archive closing documents and sensitive files with confidentiality
- LLC & Entity Management
- Form new LLCs and manage compliance for multiple entities
- Coordinate with legal counsel for filings, renewals, and registered agent tasks
- Maintain accurate and up-to-date corporate records
- ️ Technology & Workflow Optimization
- Use Monday.com to manage and streamline operational workflows
- Design and update branded materials via Canva
- Oversee CRM platform usage and optimize the database for lead and task tracking
- Professional Communications
- Serve as the main point of contact for banks, attorneys, insurance providers, and third-party vendors
- Coordinate and schedule inspections (up to $2,000) and facilitate external service provider tasks
- Project Management
- Lead and coordinate complex, multi-phase projects
- Track progress, assign deliverables, and ensure timely execution
- Support collaboration between internal and external stakeholders
- Specialized Support
- Oversee cost-segregation study coordination
- Prepare documentation for review and signature (e.g., DocuSign, legal documents)
- Assist in coordinating legal filings and financial documentation
- Decision-Making Authority
- Can Approve:
- Standard vendor services and inspection costs up to $2,000
- Requires Approval:
- LLC formation documentation
- Structural changes or agreements
- DocuSign-related legal documents
- Required Qualifications
- 3–5+ years of executive administrative experience (real estate or finance background preferred)
- Advanced proficiency in Monday.com, Canva, Google Workspace, and CRM tools
- Demonstrated experience in LLC creation, legal compliance, and business entity management
- Excellent communication skills for working with professional stakeholders (banks, legal, insurance)
- Strong project coordination and organizational skills
- High level of discretion and confidentiality in handling sensitive documents
- Immediate responsiveness is required for time-sensitive requests, particularly related to document and file access
Want to work with this amazing client? Apply now and join 20four7VA! Join the remote world, today.
- What we offer:
- Competitive rates
- Weekly payments
- Annual rate increase (based on performance)
- Paid time off
- Paid holidays
- Various open roles are available
- Free training and upskilling
- Constant support and guidance from managers and mentors
- Clear schedules and guidelines
- A vibrant community always ready to support you
- And more!
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