Versatile Real Estate Virtual Assistant Needed

Virtual Assistant – Real Estate Marketing, Transaction Coordination & CRM (Residential & Commercial)

Remote | Part-Time (with growth potential)

I am a growing real estate professional specializing in both residential and commercial real estate (office, retail, flex).

I am seeking a highly organized, proactive, and detail-oriented Virtual Assistant to support marketing, transaction coordination, and CRM management.

This is a long-term opportunity for someone who understands real estate operations and wants to grow alongside a high-performance real estate business.

Role Overview
This role sits at the intersection of:

Marketing and Lead Generation
Transaction Coordination (Contract to Close)
CRM and Systems Management (BoldTrail / kvCORE)
ZipForms and Contract Support

You will play a key role in ensuring leads are converted, clients are supported, and transactions move smoothly from start to finish.

Key Responsibilities
CRM & Pipeline Management (BoldTrail / kvCORE)
Manage and organize all contacts, leads, and pipelines in BoldTrail
Ensure proper tagging, segmentation, and lead tracking
Set up and optimize drip campaigns for buyers, sellers, tenants, and investors
Monitor lead activity and ensure timely follow-ups
Maintain clean, accurate, and actionable CRM data

Marketing & Content Execution
Assist with content creation across Instagram, Facebook, and LinkedIn
Design graphics and marketing materials (Canva or similar tools)
Edit and publish short-form videos (Reels, TikTok, YouTube Shorts)
Schedule and manage posts across platforms
Support listing marketing (residential and commercial), including flyers, brochures, and email campaigns

Transaction Coordination
Manage transactions from contract to close
Coordinate with clients, lenders, title companies, and agents
Track key deadlines and ensure compliance
Maintain organized transaction files
Ensure a smooth and professional client experience throughout

Contracts & ZipForms Support
Prepare and manage contracts using zipForm Plus
Assist with purchase agreements, lease agreements, disclosures, and addenda
Ensure all documents are complete, accurate, and properly executed
Support document organization and compliance

Email & Client Communication
Draft and manage email campaigns
Assist with client follow-ups and nurturing sequences
Maintain a professional, responsive, and client-focused tone
Support inbound lead responses when needed

Research & Administrative Support
Research properties using MLS, LoopNet, Crexi, and Zillow
Compile market data and comparable properties
Assist with listing preparation and pricing support
Provide general administrative support as needed

Ideal Candidate
Prior experience in real estate (residential or commercial) is required
Strong familiarity with BoldTrail (kvCORE) or similar CRM systems
Experience with ZipForms and real estate contracts
Understanding of real estate transactions and workflows
Strong written and verbal communication skills (English required; bilingual is a plus)
Highly organized, detail-oriented, and proactive
Ability to manage multiple tasks and deadlines efficiently
Experience with Canva, automation tools (Zapier, Make, etc.), and Google Workspace is a plus

What I Am Looking For
I am not just looking for task execution.

I am looking for someone who:
Thinks strategically about growing a real estate business
Helps improve systems, workflows, and efficiency
Identifies inefficiencies and proposes solutions
Takes ownership of responsibilities
Is interested in a long-term working relationship and growth

Opportunity
Part-time to start, with potential to increase hours
Remote position
Flexible schedule, with expectation of reliability and responsiveness
Opportunity to gain experience in both residential and commercial real estate transactions
Potential to grow into a lead operations or transaction manager role

How to Apply
Please include:
Your experience in real estate (residential or commercial)
Your experience with CRM systems (especially BoldTrail/kvCORE)
Your experience with ZipForms or transaction coordination
Examples of marketing content (posts, videos, graphics)
Examples of systems or workflows you have built
A brief explanation of why you are a strong fit for this role