Role Description This is a dual-function remote role for a proactive and detail-oriented Virtual Assistant. You will spend approximately 50% of your time supporting our digital sales and marketing efforts (in coordination with a third-party agency) and 50% acting as an Executive Assistant to our President, S. M. You won’t be running digital campaigns but will help manage schedules, track leads, handle communication, and keep things organized. On the executive side, you'll be critical in managing calendars, handling email correspondence, assisting with financial tasks, and keeping operations smooth and efficient. Key Responsibilities - Digital Sales & Marketing Support (≈50% of the role) - Coordinate with third-party marketing agency and internal team on digital initiatives. - Help schedule content and organize marketing assets (email, social media, etc.). - Maintain CRM platforms with updated lead and contact details. - Track and report outreach and lead generation progress. - Assist with campaign documentation and communication follow-ups. - Executive Assistant Responsibilities (≈50% of the role) - Administrative & Calendar Management - Coordinate executive schedules, appointments, and meetings (internal & external). - Prioritize urgent matters, handle schedule conflicts, and send timely reminders. - Prepare meeting agendas, take notes, and document follow-up action items. - Email & Communication Support - Monitor and organize inboxes; flag and respond to time-sensitive messages. - Draft, format, and send professional emails and internal memos. - Coordinate with team members, vendors, and referral sources. - QuickBooks & Financial Support - Review and reconcile transactions in QuickBooks Online. - Assist in expense categorization and monthly financial overviews. - Generate and review invoices for private pay and third-party payers. - Track payments, monitor aging reports, and follow up as needed. - Payroll & Billing Processing - Support bi-weekly payroll review and submissions via platforms like Rippling. - Cross-check caregiver schedules, time logs, and billing records. - Maintain payroll records, including deposits, tax data, and benefit deductions. Qualifications - An associate’s or Bachelor’s degree preferred. - 1–3 years of experience in virtual assistance, admin coordination, or executive support. - Experience supporting a CEO, COO, or Director-level executive is highly desirable. Skills & Competencies - Strong English communication skills (spoken and written). - Highly organized, detail-focused, and excellent at multitasking. - Proficient in Google Workspace (Docs, Sheets, Calendar, Drive). - Familiarity with CRM platforms (e.g., Zoho), email marketing tools, and QuickBooks. - Ability to handle confidential information with discretion and professionalism. Preferred Traits & Tools - Experience with ClearCare/WellSky or other home care scheduling/EMR systems. - Certified QuickBooks ProAdvisor or similar bookkeeping certification (a plus). - A fast learner with strong tech adaptability. - Comfortable working independently and proactively managing tasks remotely. Basic Requirements - Must be proficient in speaking and writing English very clearly. - Must have relevant work experience. - Be able to submit an NBI clearance and/or Local Police Clearance background check before onboarding (mandatory). - Must be available for video meetings with your camera on (when needed). Technical Requirements - Device: Reliable laptop or desktop computer. - Internet: High-speed connection (minimum 10 Mbps). - Audio: Noise-canceling headset. - Video: Webcam for virtual meetings. - Workspace: Quiet, professional environment. Benefits - Dedicated HR & Contractor Support Team: Access to world-class support for questions, guidance, contract matters, and client communication. - Premium VPN Access (Optional): A secure VPN license can be provided upon request to enhance privacy and security for client-related tasks. - HIPAA & Cybersecurity Training + Certification (Provided): Access to our internal HIPAA compliance training, cybersecurity modules, and certification to help you confidently handle PHI for U.S. healthcare clients. - Top 1% VA Performance Training: Access to our proprietary training on communication, client management, productivity systems, and best practices to help you become a top-performing VA and increase long-term client retention. - Client-Approved U.S. Holidays: Contractors may take U.S. holidays off according to the client’s needs and schedule. - Client-Approved Paid or Unpaid Time Off: Time off may be granted by your client. Paid time off is optional and only if offered by the client. - Access to Tools & Resources: Templates, workflow guides, productivity tools, and client-specific SOP support to help you perform at your best. - Optional Performance-Based Incentives: Some clients may offer bonuses, incentives, or increased hours based on your performance.

Role Description This is a senior, operations-heavy Executive Assistant role supporting a highly driven consulting and investing executive. The role exists to act as an accountability partner—someone who not only manages logistics but actively drives execution forward. You will bring structure to ambiguity, create systems where none exist, and ensure priorities are followed through to completion. The work is fast-paced, highly independent, and requires strong judgment. This role is best suited for a confident, opinionated operator who thrives in environments where ownership and decisiveness matter. Your Impact - Directly improve execution speed by ensuring priorities are clearly defined, tracked, and completed. - Help eliminate dropped balls by holding commitments accountable across business and personal workflows. - Increase focus, reduce friction, and protect the executive’s time through strong systems and calendar control. - Enable better decision-making, stronger follow-through, and smoother coordination with external partners. Core Responsibilities - Operational & Accountability Support – 35% - Track commitments and follow up consistently until completion. - Flag missed priorities and execution gaps proactively. - Structure daily and weekly plans to maximize focus and output. - Adapt plans quickly as priorities and constraints change. - Calendar & Time Management – 30% - Own deep, intentional calendar blocking across professional and personal commitments. - Manage multiple workflows spanning consulting, investing, and personal logistics. - Proactively block time for workouts, meals, sleep routines, and personal priorities. - Anticipate constraints and plan around limited availability during meetings. - Notion & Systems Management – 20% - Maintain all tasks, planning, and documentation in Notion. - Organize ideas, drafts, and meeting notes into clear, executable workflows. - Push work from partial completion to fully shipped using structured execution methods. - Continuously improve systems using AI and automation. - Communication & Execution Support – 15% - Draft and refine emails in the executive’s voice when required. - Coordinate with external partners such as consultants and finance professionals. - Manage meeting notes, follow-ups, and relationship touchpoints. - Support consulting, promotional, and business-related communications. Qualifications - 7+ years of experience as a senior Executive Assistant or in an equivalent operations-heavy role. - Proven experience supporting high-performing, fast-paced executives. - Strong operations and systems-thinking mindset. - Advanced calendar and time management skills. - Hands-on experience using Notion as a primary operating system. - Comfort leveraging AI tools to increase speed and efficiency. - Excellent written and verbal English communication. - Ability to operate independently and push back when necessary. Requirements - Must-Haves (Required) - Notion - Slack - Google Workspace - Nice-to-Haves (Preferred) - AI tools (e.g., ChatGPT or equivalent) - Calendar automation tools Benefits - Competitive Salary: Based on experience and skills - Remote Work: Fully remote—work from anywhere - Team Incentives: Recognition for maintaining 100% CRM hygiene and on-time reporting - Generous PTO: In accordance with company policy - Health Coverage for PH-based talents: HMO coverage after 3 months for full-time employees - Direct Mentorship: Guidance from international industry experts - Learning & Development: Ongoing access to resources for professional growth - Global Networking: Connect with professionals worldwide Our Recruitment Process - Application - Screening - Skills Assessment - Top-grading Interview - Client Interview - Job Offer - Client Onboarding Ready to Join Us? If this role aligns with your skills and goals, apply now to take the next step in your journey with Pearl.

Role Description Our client is seeking a Closing Coordinator to manage loans through the final stages of the closing process. This role focuses on ensuring all documentation is accurate, complete, and compliant with investor and company requirements, while supporting a smooth and timely closing process. - Manage a pipeline of loans scheduled to close and ensure timelines are met - Review closing documentation for accuracy, including title reports, contracts, appraisals, and insurance - Review title commitments and coordinate the resolution of any liens or exceptions - Ensure all investor and company conditions are satisfied prior to closing - Review and verify Closing Disclosures and funding documentation - Coordinate with internal teams, title companies, and third parties - Manage loan data and conditions within Encompass - Maintain compliance with company policies and procedures Qualifications - 5+ years of mortgage closing or closing coordination experience - Legal experience within closing - Experience using Encompass - Experience reviewing title documentation and working through closing conditions - Exposure to New York closings and CEMA structures preferred - Strong understanding of closing documentation and funding requirements - Ability to manage multiple loans in a fast-paced environment - Strong communication and organizational skills Benefits - Paid vacation, sick and personal days - Medical, Dental, and Vision plans - 401k with employer matching contribution - Short- and Long-Term disability plans - Voluntary Life & AD&D insurance - Pet Insurance options - Healthcare, Dependent Care and Transit FSA - Employee Assistance Program Company Description

Role Description We’re currently looking for top talent to fill the role below: - Role: Executive Assistant/Operations Support - Monthly Rate: $750 - Availability: Part-time 20 hours/week - Time Zone: 10 AM Pacific time To streamline your application, please carefully review and complete ALL THREE items below before proceeding to the application form. What to Prepare: - English Proficiency Rating – You will need to enter your CEFR English proficiency level in the application form. If you’re unsure of your rating, you can take a quick assessment here: EF SET Quick Check. - Coconut VA Profile (Resume) – Before submitting your application, please create your Coconut VA profile using this template: Coconut VA Profile Template. ⚠️⚠️⚠️ YOUR RESUME MUST FOLLOW THIS FORMAT AND SHOULD BE IN ENGLISH. This is a test of how keen you are with details and how well you follow instructions. ⚠️⚠️⚠️ - 1-Minute Introduction Video – Record a short introduction video (preferably using Loom) and provide the link in your application. Before you do, check out these video tips and sample videos. Important: By submitting your video, you grant Coconut permission to share it on our platforms to help increase your chances of being matched with a client. Videos with broken or dummy links will result in disqualification. Experience Needed: Responsibilities: - Capture leads from all channels and enter them into Stageforce/CRM so no leads are lost. - Organize and categorize inbound leads inside the CRM. - Respond to new leads quickly, ideally same day or next day, to keep them warm in a fast-moving real estate environment. - Call or follow up with leads after form submissions to gather missing details and make the first point of contact. - Qualify and filter leads so Dani only spends time on stronger-fit prospects. - Create soft proposals in Canva using Dani’s existing template and criteria. - Send proposals and manage follow-up communication after proposals go out. - Track accepted proposals and support next steps once clients sign and pay. - Handle contract renewal outreach for staged homes coming up on end dates, including checking whether to send an extension invoice or schedule destaging pickup. - Support basic invoicing and admin follow-up tied to signed projects and renewals. - Potentially assist with a landing page connected to Shopify for the future Elevated Home product line, depending on complexity. Good to have: - Stageforce experience, though not required. - Basic invoicing experience. - Comfort pulling reports / basic data handling. - AI tool familiarity, including Claude. - Ability to help with light landing page / Shopify setup. - Natural communication skills on calls; should not sound overly salesy. Requirements - Strong customer service aligned with a luxury brand experience. - CRM experience. - Some sales administration experience. Industry/Tools Experience - Stageforce - Canva - Outlook - QuickBooks - eSignly - Shopify Benefits - Competitive Salary – We recognize your skills and experience with a great compensation package. - 13th Month Pay – Enjoy an extra month’s salary—because who doesn’t love a little bonus? - Paid Time Off – Recharge with 12 days of PTO to use however you like—vacation, self-care, or just a break from it all! - US Holidays Off – Enjoy 12 paid US holidays throughout the year. - Maternity & Paternity Leave – We support growing families with dedicated leave for new parents. - Comprehensive Healthcare – We’ve got you and your family covered with quality healthcare benefits. - Life Insurance* – Our full-time HMO plan includes life insurance for extra peace of mind. - Mental Health Support – Prioritize your well-being with access to mental health consultations and wellness resources. - Milestone Gifts & Birthday Treats – We celebrate your achievements and make your special day even better! - Exciting Team Experiences – Think island getaways, virtual town halls, and regional meetups—because work should be fun, too! - Stay Connected – Be part of a supportive network where you can learn, grow, and connect with amazing people. Some benefits may vary. Full details will be provided during the onboarding process.