Vitalis Outsourcing LLC · Worldwide · Full-time · Remote
About the Role
We are looking for a reliable, organized, and proactive Executive Partner to support two real estate professionals across their businesses.
The role focuses on administrative support, CRM management, email and calendar management, scheduling, and task follow-up.
The ideal candidate can understand the context and intent behind a request, take the appropriate next step, and follow through without needing constant step-by-step instructions.
Key ResponsibilitiesAdministrative & Executive Support
• Manage emails, calendars, and appointments
• Schedule meetings and calls
• Coordinate with clients, agents, and business partners
• Track and follow up on action items
• Organize information and administrative tasks
• Provide general operational support to the executives
Email & Communication
• Monitor and organize incoming emails
• Identify urgent or important requests
• Draft responses when needed
• Track pending requests and follow-ups
• Ensure important tasks from emails are completed
• Communicate through email, Google Chat, and text
CRM Management
• Update and organize contact information
• Maintain accurate CRM records
• Support client and agent communications
• Assist with basic CRM workflows
Primary CRM: Bold Trail – experience is strongly preferred.
Secondary CRM: GoHighLevel – used primarily for agent-facing activities.
Candidates without Bold Trail experience may still be considered if they have strong CRM experience and can learn new platforms quickly.
Scheduling & Calendar Management
• Schedule and reschedule meetings
• Coordinate availability
• Send calendar invitations and meeting links
• Manage reminders and follow-ups
• Keep calendars accurate and organized
Event & Training Support
• Assist with scheduling training sessions and events
• Coordinate event communications
• Send reminders
• Track attendees when needed
• Handle administrative follow-ups
Task Management
Tasks may come from emails, meetin