Virtual Assistant - Relationship Management & Relationship Sourcing Support

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TYPE OF WORK

Full Time

SALARY

$1,400

HOURS PER WEEK

40

DATE UPDATED

Jun 15, 2026

JOB OVERVIEW

This is a key early role for someone ready to help build a professional transition advisory firm from the ground up. You’ll support a U.S.-based strategic transistion team by managing outreach, relationship flow, and deal coordination across multiple engagements. You’ll identify prospective business owners and advisors, initiate structured communication, and keep each relationship and transaction organized from first contact through closing.

You’ll help build the system while using it — and you’ll be trusted to represent the firm with clarity, professionalism, and follow-through.

Duties and Responsibilities:
Primary responsisbilty for GoHighLevel development and implementation
Primary marketing person responsible for strategy and collateral material development
Website development
Conduct outreach campaigns and manage follow-up communications
Creation of GoHighLevel automations
Track relationship status and deal activity using GoHighLevel
Responsible for website development and maintenance
Presentation development
Keep folders, communications, and task trackers organized and current
Support transaction flow under direction

Qualifications:
Excellent written English and client-facing professionalism
Proficient in GoHighLevel
Proficient with presentation development
Bachelor’s degree preferred (Business, Marketing, or similar)
Experience in legal, financial, real estate, or executive coordination roles
Strong organizational skills and ability to manage multiple moving parts
Steady, discreet, and comfortable in a trusted support position

Why You Matter:
Your work will shape how relationships are built and deals move forward. This is a career opportunity for someone who brings clarity, structure, and care to everything they do. You’ll be trusted with real work and given the space to grow as the business grows.

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