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Allen Partners Ltd Virtual Assistant

Great Assistant - Oconomowoc, WI

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Job Description

About the job Allen Partners Ltd Virtual Assistant Please Note: This job is being posted on behalf of Julie Allen () by Great Assistant (). Great Assistant is a company that works with entrepreneurs to match them to assistants.Julie Allen is the Founder and Managing Director of Allen Partners Ltd., a boutique executive search and advisory firm serving CEOs and boards in the Medtech industry. Since 2003, the firm has worked with start-up, venture-backed, and growth-stage companies developing life-saving medical technologies. Through executive search and strategic advisory, Allen Partners helps organizations select the right executive leaders and supports senior leaders as they think through what comes next in their careers.We are seeking a Virtual Assistant who is calm, organized, and naturally proactive. This role is ideal for someone who manages details with care and keeps important tasks and communication moving forward in a consistent and reliable way. You will instinctively notice what needs attention and help ensure conversations, relationships, and projects continue progressing smoothly.We are a small, founder-led firm in a re-building phase, where this role will play an important part in creating consistency and supporting the next stage of growth. As we continue to grow, we are looking for a dependable partner who brings structure, organization, and follow-through to the operational side of the business.The right candidate must take pride in their work and align with the company's core values:Relationships MatterServe Others with Patience and UnderstandingExcellence Through Preparation and DiligenceJudgment and CommunicationFocus, Discipline, and Follow-ThroughClarity Before CommitmentIntegrity and DiscretionAs our assistant, you will support internal operations and assist with select client communication as needed. The role will initially focus on helping the Founder stay organized and client-focused, with the opportunity for increased client interaction over time. You will represent the firm with professionalism and discretion while keeping meetings, communication, and follow-ups organized and on track.Some of your responsibilities will include:Managing our Founder's schedule across personal and business commitmentsCoordinating meetings with clients, candidates, and professional contactsOrganizing and managing personal and business email inboxesPreparing meetings and organizing follow-up communication and action itemsCommunicating with clients and leaders in a professional mannerPreparing and organizing documents and presentations using Microsoft Office and PowerPointMaintaining and organizing internal databases and contact recordsImplementing and managing internal systems and technology toolsConducting industry research and building lists of companies and leaders for business developmentAssisting with LinkedIn outreach and network developmentScheduling and posting LinkedIn content using Canva templatesSupporting marketing and communication materialsCoordinating video, photography, or PR activities when neededBooking travel for conferences, meetings, or family tripsAssisting with personal administrative tasks when neededIn addition to the above, the ideal candidate must be/have:Calm, steady, and emotionally groundedHighly organized with strong attention to detailNaturally proactive, able to think ahead, anticipate needs, and keep work moving forwardStrong judgment, professionalism, and a high level of discretionHigh emotional intelligence and strong self-awarenessAssertive and comfortable offering suggestions and insights while remaining respectful and collaborativeClear and thoughtful communication skills, both verbal and writtenFocused and disciplined, with the ability to keep work moving forwardDependable with strong follow-through and consistency in managing important detailsSkilled in supporting executive-level relationships with senior leaders in a professional business environmentEnjoys implementing systems, organizing processes, and improving workflowsFriendly, engaging, steady-tempered, and easy to work withYou must be tech savvy and quick to pick up new tools and softwareYou must have experienced in the following tools:Microsoft Office Suite, including Excel, PowerPoint, and OutlookGoogle Drive / Google DocsExperience with the following tools is a plus!CanvaLinkedInClockwork DatabasePosition DetailsThis is a 1099 contractor positionThe position will be 20-25 hours per weekHours are flexible, with preference for some overlap between 9:00 am and 5:00 pm CST for meetings and client communicationThe pay rate is $30/hr. USDYou must be able to pass a background checkWe are looking for someone to become a long-term (3+ years) team member**Please do not contact Julie Allen or Allen Partners Ltd. directly; doing so will disqualify your application***

Created: 2026-04-02

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