Virtual Assistant - Real Estate, Insurance, US Tax Prep, etc.

COMPANY OVERVIEW:Start Virtual is the fastest growing VA Company in the USA and home to he most talented Filipino Virtual Assistants. We are lead and managed by experts in the BPO, Real Estate Investment and Insurance Brokerage Businesses. Start Virtual is a firm believer that a happy tribe member results to satisfied customers. That is why we are passionate in seeing our people flourish. Joining us would mean you will be mentored and trained so you become the best version of yourself. There is never a dull moment because we always bring the F-U-N to the grind. We are currently looking for rockstar Virtual Assistants. We invite you to join our Team today! Can you picture a life where you don't have to commute to work, endure endless hours in traffic, and can spend more quality time with your family while still providing for their daily necessities? Sounds appealing, right? But wait, there's more!

• Permanent full-time work from home job
• Health card
• Signing Bonus
• Birthday Leave
• No tax deductions
• Other Bonuses and more
• Career Growth Opportunities
• Appraisal process
• Have FUN while LEARNING and EARNING!Isn’t it exciting? The best news is that we are offering permanent work from home positions. So, you don’t have to worry about going back to ‘normal’ and braving all the daily inconveniences that we as workers experience. We offer a competitive compensation package:
• Base rate to be discussed after your interview
• May also have commission depending on the client
• What we need: (System Requirements) - APPLICABLE TO ALL ROLEPC/Laptop at least intel core i3 8GB RAM (Main and Backup)
• Stable wired/LAN internet connection at least 25mbps speed (Main and Backup)
• Noise cancellation headset

Insurance Virtual Assistant ✔ Experience in Insurance industry✔ Experience in Cold Calling, General Admin, Recruitment, and/or Medical Sales✔ Strong English communication skills✔ Organized, proactive, and detail-oriented✔ Comfortable working with US clients and US business hours

US Real Estate Virtual Assistant Roles Overview

General Administrative Virtual Assistant

A US Real Estate General Administrative Virtual Assistant (VA) is a remote professional who supports agents, brokers, and investors with daily administrative operations, allowing them to focus on client relationships, property showings, and closing transactions.

Key Responsibilities

• Database and CRM management (Follow Up Boss, Lion
• Desk, etc.)Updating lead statuses and client records
• Listing support, MLS entry assistance, and open house scheduling
• Social media content creation, scheduling, moderation, and reporting
• Calendar and email management
• Appointment and property tour scheduling
• Expense tracking and commission reporting
• General administrative support and market research

Prospecting Cold Caller

A US Real Estate Prospecting Cold Caller is responsible for generating and qualifying seller leads by contacting homeowners and identifying potential opportunities for agents or investors.

Key Responsibilities

• Conducting outbound prospecting calls
• Circle prospecting within targeted neighborhoods
• Contacting FSBO (For Sale By Owner) and expired listings
• Qualifying homeowner motivation and selling timelines
• Setting appointments for agents and acquisition teams
• Maintaining accurate CRM records
• Ensuring compliance with Do Not Call (DNC) regulations

Property Management Virtual Assistant

A US Real Estate Property Management VA supports property managers by handling administrative and operational tasks related to rental properties and tenant management.

Key Responsibilities

• Managing tenant communication and inquiries
• Coordinating maintenance requests and vendor dispatch
• Tracking rent payments and sending reminders
• Processing late payments and reconciling records
• Assisting with tenant screening and lease administration
• Preparing lease renewals and move-in/move-out documentation
• Updating property management platforms such as AppFolio, Buildium, and Propertyware

Transaction Coordinator (TC)A Transaction Coordinator manages the administrative and compliance aspects of real estate transactions from contract execution through closing.

Key Responsibilities

• Reviewing contracts for accuracy and completeness
• Tracking critical deadlines and contingencies
• Managing transaction timelines and documentation
• Coordinating communication between buyers, sellers, lenders, title companies, and agents
• Ensuring brokerage and legal compliance
• Managing files through systems such as SkySlope and Dotloop
• Assisting with closing logistics and final documentation

Real Estate Lead Manager

A Real Estate Lead Manager is responsible for qualifying leads, maintaining pipeline activity, nurturing prospects, and scheduling appointments for agents or investors.

Key Responsibilities

• Managing and updating CRM pipelines
• Qualifying buyer and seller leads
• Conducting discovery calls and gathering key information
• Handling objections and overcoming sales barriers
• Following up with prospects through phone, email, and SMSTracking lead activity and conversion progress
• Scheduling appointments for acquisition teams and agents

Acquisition Specialist

A Real Estate Acquisition Specialist identifies, evaluates, negotiates, and secures investment properties that meet company acquisition criteria.

Key Responsibilities

• Sourcing off-market, distressed, and investment properties
• Performing market analysis and comparable sales reviews
• Evaluating investment opportunities and profitability
• Negotiating purchase agreements and deal structures
• Working with sellers, agents, and investors
• Conducting due diligence and document review
• Ensuring compliance before transaction completion
• Converting qualified leads into signed contracts

US Tax Preparation VASkills and Attributes

At least a year of experience preparing U.S. personal (1040) and business (1120, 1120S, 1065) tax returns. Proficiency in tax preparation software (Drake, Lacerte, TaxSlayer, ProConnect, Ultra

Tax, or similar). Familiarity with IRS regulations and current tax laws affecting individuals and small businesses. Experience using TaxDome (or a similar client management portal). Ability to independently complete tax returns with minimal supervision. Strong English communication skills, particularly in writing.A seasoned, detail-driven professional with deep knowledge of U.S. tax return preparation. Proactive in managing communication and timelines with clients and internal teams. Able to work independently with minimal supervision while maintaining a high bar for accuracy and completeness. Strong written communicator who is comfortable using online portals and email as primary communication tools. Thrives in a remote work environment and is highly self-motivated.