Role overview

Qualifications

Minimum of 2–3 years of experience as an Executive Assistant, Virtual Assistant, Business Development Assistant, or similar role
Required: Experience using QuickBooks for bookkeeping and expense management
Experience with lead generation, prospect research, and outbound cold calling
Strong organizational skills with excellent attention to detail

Responsibilities

Utilize AI tools to improve workflows and automate repetitive tasks
Conduct lead generation by researching potential clients and qualifying prospects
Perform outbound cold calls to prospective clients and schedule follow-up meetings
Maintain accurate records of leads within the CRM system

Key facts

Remote from: Philippines
Full time
Mid-level (2-5 years)
Business Developer - B2B
English

Hard skills

Lead Generation Microsoft Dynamics CRM Computational Tools Google Workspace

Other skills

Research
Analytical Skills
Microsoft Office
Organizational Skills
Communication
Problem Solving
Client Confidentiality

About the company

Virtual Assist

Staffing & Recruiting

At Virtual Assist, we help business owners, financial advisors, and enterprises scale efficiently by providing highly skilled, cost-effective virtual assistants from the Philippines starting as low as $5 per hour. Our mission is simple: save you time and money by matching you with top-tier remote talent, allowing you to focus on high-value, revenue-generating activities. Why Choose Virtual Assist? ✅ Affordable & Scalable – Cut overhead costs without sacrificing quality. ✅ Pre-Vetted Talent – Hire experienced VAs skilled in admin tasks, CRM management, marketing, customer support, and more. ✅ Seamless Integration – Our VAs work within your existing systems, from HubSpot and Salesforce to QuickBooks and beyond. ✅ AI + Automation Ready – We help businesses implement AI alongside virtual assistants for maximum efficiency and growth. Who We Serve We specialize in helping: 📌 Financial Advisors & Investment Firms – Free up time for client relationships and compliance. 📌 Small to Mid-Sized Businesses – Scale operations without increasing overhead. 📌 Enterprise-Level Companies – Custom workforce solutions for cost-effective outsourcing. 💡 Looking to streamline your operations and boost productivity? Let’s talk! Connect with us today. https://calendly.com/logan-virtual-assist/30min

Company details

IndustryStaffing & Recruiting

Company size11 - 50

Links

Website LinkedIn See all jobs

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Job description

We are seeking a proactive, resourceful, and tech-savvy Executive Assistant / Business Development Assistant to support company leadership in daily operations while helping drive business growth. This role combines executive support, lead generation, AI-powered workflow optimization, bookkeeping, and business development. The ideal candidate is highly organized, takes initiative, learns quickly, and enjoys finding smarter ways to improve processes and increase productivity.

Requirements

Key Responsibilities:

Utilize AI tools (such as ChatGPT and other productivity platforms) to improve workflows, automate repetitive tasks, generate business insights, and support company growth initiatives.
Conduct lead generation by researching potential clients, qualifying prospects, and building targeted contact lists.
Perform outbound cold calls to prospective clients, introduce company services, and schedule appointments or follow-up meetings.
Research companies, markets, competitors, and industry trends to identify new business opportunities.
Maintain accurate records of leads, communications, and follow-up activities within the CRM system.
Assist with executive administrative tasks, including calendar management, email organization, scheduling, and document preparation.
Track company expenses and organize financial records for reporting.
Manage bookkeeping tasks using QuickBooks (required), including expense categorization, invoice management, and basic financial recordkeeping.
Prepare reports, spreadsheets, and summaries to support business decisions.
Organize digital files, documents, and operational records.
Identify opportunities to improve processes and recommend more efficient systems and workflows.
Take ownership of assigned projects, follow through with minimal supervision, and proactively solve problems.
Perform additional administrative and business support tasks as assigned.

Qualifications & Skills:

Minimum of 2–3 years of experience as an Executive Assistant, Virtual Assistant,
Business Development Assistant, or similar role.
Required: Experience using QuickBooks for bookkeeping and expense management.
Experience with lead generation, prospect research, and outbound cold calling.
Familiarity with CRM platforms (HubSpot, Salesforce, Zoho, or similar) is preferred.
Comfortable using AI tools such as ChatGPT and other productivity software to improve efficiency.
Strong research and analytical skills with the ability to gather and organize information effectively.
Excellent written and verbal English communication skills.
Proficient in Google Workspace and Microsoft Office applications.
Strong organizational skills with excellent attention to detail.
Ability to work independently, prioritize multiple tasks, and meet deadlines.
Self-starter with a high level of initiative and problem-solving ability.
Professional, reliable, and able to maintain confidentiality.

Benefits

Paid training
Work from home