Job Profile In this full-time, remote role, you'll provide comprehensive operational, technical, and strategic support to U.
S.-based real estate professionals and business teams. You will assist with essential business operations including lead management, CRM maintenance, appointment scheduling, inbox and calendar management, market research, project coordination, marketing, reporting, workflow automation, and general administrative responsibilities. Beyond completing assigned tasks, the ideal candidate will be expected to think proactively, identify opportunities for improvement, leverage technology and automation, and help streamline business processes. We are not looking for someone who simply completes tasks. We are looking for someone who can understand the process, identify opportunities, leverage technology, and proactively make the business more efficient.

Key Responsibilities
1. Administrative Assistance
• Manage emails, calendars, appointments, travel bookings, data entry, reports, and general task coordination.
• Organize daily priorities, deadlines, meetings, and follow-ups.
• Prepare documents, presentations, spreadsheets, and business reports.
• Maintain accurate records and ensure timely completion of assigned tasks. 2. Client Coordination
• Coordinate communication between clients, prospects, vendors, contractors, and other stakeholders.
• Schedule client meetings, appointments, consultations, and follow-ups.
• Prepare presentations, meeting materials, and communication documents.
• Maintain consistent follow-up with clients and prospects. 3. Project & Operations Support
• Assist with planning and managing business projects from start to completion.
• Track tasks, timelines, deliverables, and project milestones.
• Maintain project trackers and provide regular status updates.
• Help organize campaigns, events, seminars, launches, and other business initiatives.
• Identify potential delays or issues and proactively communicate them. 4. CRM & Lead Management
• Maintain and organize CRM databases and client records.
• Add, update, segment, tag, and clean contacts.
• Manage lead pipelines, follow-up activities, and conversion tracking.
• Assist with lead nurturing strategies and automated follow-up systems.
• Create and maintain CRM workflows, smart lists/views, tags, and automations.
• Identify opportunities to improve CRM organization and efficiency. 5. Workflow Automation & Process Improvement
• Identify repetitive manual tasks and recommend opportunities for automation.
• Assist in creating and managing workflows using tools such as Zapier, Make, CRM automations, Google Workspace, and other automation platforms.
• Help connect different systems and applications to reduce manual data entry and repetitive work.
• Review existing processes and suggest ways to improve efficiency and reduce errors.
• Continuously look for opportunities to simplify, automate, and improve business operations. 6. Strategic Planning & Proactive Support
• Assist clients with weekly and monthly planning, priorities, campaigns, events, and business initiatives.
• Understand the purpose behind assigned tasks rather than simply following instructions.
• Anticipate client needs and take action proactively.
• Identify gaps, potential problems, and opportunities before they become issues.
• Recommend better ways to organize workflows, manage priorities, and accomplish business objectives.




• Take ownership of responsibilities and projects from start to finish.
• Help clients stay organized, focused, and productive. 7. Vendor & Partner Communication
• Communicate with external vendors, service providers, contractors, and business partners.
• Coordinate schedules, deliverables, documents, and service requirements.
• Follow up on outstanding requests and ensure tasks are completed on schedule.
• Maintain professional communication with external stakeholders. 8. Online Research & Data Analysis
• Conduct internet-based research on real estate markets, competitors, products, services, events, and business opportunities.
• Collect, organize, and summarize information for clients.
• Maintain spreadsheets, trackers, dashboards, and reports.
• Analyze basic business data and provide useful insights to support decision-making. 9. Social Media & Marketing Support
• Assist with creating flyers, newsletters, social media graphics, presentations, and marketing materials using tools such as Canva.
• Assist with social media management and content scheduling.
• Support email marketing campaigns and digital outreach.
• Assist with planning and organizing real estate events, seminars, open houses, and client events.
• Support online advertising and marketing campaigns when required. 10. AI & Productivity Tools
• Use AI-powered tools such as ChatGPT and other productivity tools to improve efficiency.
• Use AI for research, content creation, documentation, data organization, brainstorming, and workflow improvement.
• Identify opportunities where AI can reduce repetitive work or improve business productivity.
• Stay updated on new AI and productivity technologies relevant to business operations. 11. Document & File Management
• Prepare and manage documents, reports, spreadsheets, presentations, trackers, and internal records.
• Organize digital files and maintain structured folder systems.
• Ensure documents are accurate, updated, and easily accessible.
• Maintain confidentiality of client and business information. 12. Real Estate-Specific Support Experience supporting real estate professionals is preferred. Familiarity with tools and platforms such as:
• MLS
• ShowingTime
• Dotloop
• DocuSign
• ZipForm
• KW Command
• Brivity
• Follow Up Boss
• Real estate CRM and transaction management platforms Preferred Technical Skills Candidates with experience in the following areas will be preferred:
• CRM Platforms: KW Command, Brivity, Follow Up Boss, Salesforce, HubSpot, or similar CRM systems.
• Automation & Integrations: Zapier, Make, CRM automations, Google Workspace integrations, forms, email automation, and workflow automation.
• AI Tools: ChatGPT and other AI-powered productivity tools.
• Microsoft Office: Excel, Word, PowerPoint, and Outlook.
• Google Workspace: Google Sheets, Docs, Slides, Drive, Gmail, and Calendar.
• Marketing & Design: Canva, email marketing platforms, social media management tools, and digital marketing platforms.
• Project Management: Asana, ClickUp, Trello, Monday.com,



or similar platforms.
• Data & Reporting: Excel/Google Sheets, dashboards, trackers, reports, and basic data analysis.
• Real Estate Technology: MLS, ShowingTime, Dotloop, DocuSign, ZipForm, and other real estate technology platforms.
• Technical Troubleshooting: Ability to independently troubleshoot basic software, browser, connectivity, and workflow-related issues. Qualifications
• Strong command of written and spoken English.
• Highly organized and self-motivated with the ability to prioritize multiple tasks.
• Strong analytical, problem-solving, and critical-thinking skills.
• Proactive mindset with the ability to anticipate client needs.
• Strong attention to detail and commitment to accuracy.
• Tech-savvy and comfortable learning new software and platforms.
• Ability to understand business processes and identify opportunities for improvement.
• Comfortable working with CRM systems, spreadsheets, automation tools, and cloud-based software.
• Ability to work independently with minimal supervision.
• Strong communication and interpersonal skills.
• Ability to manage confidential business and client information professionally.
• Willingness to work during U.
S. business hours. What We Look For We are looking for someone who:
• Thinks beyond the task assigned.
• Takes ownership instead of waiting for instructions.
• Looks for ways to automate repetitive work.
• Can identify inefficiencies and recommend better processes.
• Is comfortable learning current technology.
• Uses AI and technology to improve productivity.
• Can manage multiple priorities without constant supervision.
• Thinks strategically and understands business objectives.
• Is a strong problem-solver and takes initiative.
• Continuously looks for ways to make the client's business more organized, efficient, and scalable. Job Prerequisites Candidates must have:
• A distraction-free workspace with a professional background and noise-free environment.
• An inverter-based home power backup system providing a minimum of 5–7 hours of continuous support.
• Reliable internet connection with a minimum speed of 50 Mbps.
• Laptop or desktop with:
• Windows 10 or macOS Catalina or above.
• Integrated or external webcam.
• Minimum 8 GB RAM.
• At least Intel i3 7th Gen processor or equivalent @ 2.4 GHz.
• Minimum 256 MB internal GPU.
• Latest version of Microsoft Office installed, including Word, Excel, PowerPoint, and Outlook.
• A pair of noise-canceling headphones or a professional headset.
• Backup internet connection is preferred. Work Shift Monday to Friday Work hours may be subject to change based on client requirements and U.
S. time zone changes. Employment Type Full-Time | Remote | Night Shift Ideal Candidate The ideal candidate is a tech-savvy, proactive, and organized Real Estate Virtual Assistant who can support day-to-day operations while also helping the client improve systems and processes. You should be comfortable asking: “Is there a better, faster, or more efficient way to do this?” If you enjoy technology, automation, problem-solving, strategic planning, and taking ownership, this role could be a great fit for you. To apply, please Click here: https://docs.google.com/forms/d/e/1FAIpQLSd7VnxR01hHvvG168m5lJaEkAr_zgQFdQyItUazo04dZSmZAQ/viewform?usp=header Please note: We will be reaching out to shortlisted candidates for the next steps.

📌 US Real Estate (India)
🏢 Assistantly Guy
📍 India