Role Overview
We are seeking a highly capable, AI-savvy Virtual Assistant to support a growing real estate investment business. This role blends administrative support, CRM management, light outbound calling, AI workflow support, and process documentation. The ideal candidate is comfortable working independently, understands real estate lead workflows, and is excited about using AI tools and automation to improve deal analysis and operations. This role will start part-time and has strong potential to grow into a full-time position based on performance and impact.
Core Responsibilities
AI & Deal Support
● Assist in building and maintaining AI-assisted workflows (“mini AI agents”) to help analyze real estate deals
● Support deal qualification by organizing inputs, outputs, and criteria used to decide whether to move forward or pass
● Work with AI tools to streamline decision-making and operational efficiency
● Learn and adapt to new AI tools as workflows evolve
CRM & Lead Management
● Manage and update CRM records (GoHighLevel)
● Respond to inbound inquiries from potential sellers and buyers
● Ensure leads are properly tracked, followed up on, and routed
● Surface high-priority leads and time-sensitive opportunities
Outbound Calling & Lead Follow-Up
● Conduct warm outbound calls using provided lead lists
● Make calls during optimal windows based on target time zones
● Occasionally assist with sourcing leads via social platforms (e.g., Facebook groups) as trust and autonomy increase
● Maintain professionalism and strong phone presence (clear English, neutral accent)
Note: Cold calling is limited to a small portion of the role (approx. 2–3 hours/day max) and will not be the primary focus.
SOPs & Documentation
● Help organize, finalize, and document SOPs
● Consolidate existing processes into a centralized, easy-to-use system
● Create clear internal documentation to support delegation and scale
Administrative Support
● General admin tasks as needed to support daily operations
● Inbox and task follow-up support to ensure nothing slips through the cracks
● Assist with process improvement and workflow organization