Overview

The ideal candidate will be learn to manage the day-to-day operations of my real estate investment and syndication business. Over a period of time, the ideal candidate will learn processes from the CEO/Owner and take over responsibility for those processes.  These processes include bookkeeping, record keeping to support the bookkeeping, email administration, marketing and connecting the CEO/Owner with potential investors on LinkedIn (and other social media in the future) and administrate regular email communications from the CEO/Owner to the investor network.

As the candidate becomes proficient at a process, the candidate will then help find a lower-level virtual assistant to hire and train on a given process. The candidate will then supervise the hired virtual assistant.  The goal is to take tasks/processes off the CEO/Owner’s plate, learn to perform the process, hire a lower-level virtual assistant, train them with such process and then supervise them.  Over time, there will be multiple virtual assistants to supervise.  This will allow the business to grow and scale up as additional investments are made and additional investors are brought into the investor pool.

The candidate will also help manage and supervise occasional projects such as website design and development, building of financial models, creating presentations, etc.

Over the long-term, the candidate’s tasks will include the following:

  • Supervising and reviewing bookkeeping and periodically producing accounting reports.
  • Ensure that records of business activities are organized and filed electronically in a timely fashion.
  • Manage several email accounts and respond as needed on behalf of the CEO and/or organize emails for the CEO.
  • Manage LinkedIn networking and messaging to help develop relationships. Other social media platforms will be added to process as needed.
  • Manage email broadcast tool (e.g., ConvertKit), schedule emails, manage subscribers, etc.
  • Project manage and supervise occasional projects, such as develop a new website, website maintenance, develop financial models, etc.
  • Hire other virtual assistants to perform the more basic tasks and supervise those virtual assistants.

Estimated hours per week will start at 5 hours per week and could quickly grow to 10 hours per week.  Additional hours on an on-going basis depend on the growth of the company.

The ideal candidate has the opportunity to function as if they are a principal in the business with opportunities to earn raises and begin to share in company profits as the company grows.

About

This company is a single owner LLC and invests in real estate and raises capital for real estate syndications.

The LLC is registered in Texas.  The owner lives in Houston, TX.  The company invests anywhere in the U.S. and in the future may invest in real estate in other countries.

Qualifications

Organizational skills, such as filing documents within google drive and dropbox. Project management using online tools, such as Trello. Bookkeeping skills and basic accounting knowledge. Bookkeeping is recorded within Xero.com. Good grammar skills are extremely important. Ability to supervise remote virtual assistants. Online tools currently used in the business include Google Docs and Sheets and Drive, Xero for bookkeeping, Lastpass for password management, LinkedIn and Sales Navigator for network building, ConvertKit to manage my email list and email broadcasts and landing pages, Trello for project management, Evernote for note-taking, Calendly for scheduling of meetings, Zoom for video meetings and conferences, Dropbox and Facebook is a secondary social media tool.