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What is a Virtual Assistant and What do They Do? Revealing Their Roles and Essential Tasks

What is a virtual assistant and what do they do? Find out how virtual assistants can help streamline your tasks and stay organized.

Have you ever wished for an extra pair of hands to tackle your to-do list? Enter the virtual assistant, a game-changer in the realm of administrative aid. Think of a virtual assistant as your very own support ninja, adept in the fine art of handling tasks from afar, be it through the glow of a computer screen or the buzz of a smartphone. But what exactly can they do for you?

Imagine having someone organize your schedule, manage emails, and even book your travel without ever setting foot in your office. Virtual assistants are remote workers who specialize in such tasks and more. In today’s digital world, they’re the trusty sidekicks for entrepreneurs, busy professionals, and even small businesses, providing a diverse range of services from customer support to social media management. Don’t you think it would be a relief to have those tedious, time-consuming tasks taken care of while you focus on growing your business?

A virtual assistant can also wear many hats, depending on what you need. Some are jack-of-all-trades, handling general administrative work, while others might bring specialized skills to the table, like graphic design or digital marketing. The best part? They work off-site, which means you don’t have to worry about office space. With their flexibility and broad skill set, wouldn’t it be nice to have a go-to expert just a few keystrokes away?

Read more to learn how a VA can change every office manager’s experience for the better.

What is a Virtual Assistant?

Virtual Assistant (VA) is, quite simply, your go-to problem-solver who works remotely. As an independent contractor or part of a staffing agency, a VA attends to administrative duties—and more—without physically being in your office. Picture someone who takes care of scheduling, email management, and travel arrangements from afar. This versatility means that you can delegate tasks and focus on other priorities.

They are the online counterpart of an onsite executive assistant. As the name suggests, they work online, compared to the traditional executive assistants who have dedicated office spaces and workstations inside the company.

What are the requirements to become a virtual assistant?

To become an effective virtual office assistant, one has to possess skills and knowledge in basic office operations. Depending on the type of business, most international companies don’t require college degrees in hiring VAs.

The interview process usually involves skill tests to gauge their technical knowledge and ability to play the role of a support employee to business executives. Here are some of the skills that an effective VA should possess:

Calendar Management

A VA will be in charge with scheduling meetings and setting appointments on behalf of the manager. Calendar management skills are important to make sure that events will not overlap, and the manager can still have the time to rest despite having a packed schedule. 

Email Management

Executives receive emails containing inquiries, event invitations, reports, updates, and even complaints. A VA should know how to respond promptly to high-priority emails and other important communications. 

Time Management

A good virtual assistant knows how to manage time and perform everyday tasks based on priority levels. Through this, work-life balance will be more attainable for both the manager and the VA. 

File Management

Managers handle and organize huge amounts of data which are often confidential. Company data may include business information and customer details, so every VA should know how to manage a database using security protocols set by the administration and the developer to keep the information safe.

Social Media Management

In this digital age, companies rely on the help of social media to market and sell their products and services. A VA should be able to adapt to the latest social networking innovations and integrations of social media into other project management tools and software.

Event Management

You might be thinking how is it possible for a virtual assistant to organize and manage events remotely, but in some cases, virtual employees are asked to work on business-related and personal events.

A VA might be asked to contact suppliers, prepare guest lists, confirm booking dates and venues, and send payments online. 

While these technical skills are important for a virtual assistant to effectively perform his/her daily tasks, these skills can be practiced along the way. Like other jobs, VAs should also possess soft skills and qualities to stand out in their jobs. 

Learn about the main qualities that employers look for in a virtual assistant here

What does a virtual assistant do?

If you look at the virtual assistant’s job description, you can find a list of tasks related to customer service and common office operations. Tasks vary depending on the nature of the executive’s job or business.

Companies that focus on product and selling usually hire virtual assistants to assist the company in marketing campaigns and promotions. IT companies usually hire online assistants who are skilled in technical services and basic troubleshooting. It is also very common for companies to hire dedicated teams of virtual assistants to work as online tech support specialists for help desks. Virtual assistants usually perform the following task types:

Administrative Tasks

Also known as back office tasks, these types of tasks are performed to support the core functions of an organization. These tasks don’t involve direct contact with clients, but it is still important for business owners to keep a well-balanced work environment where technical work can be done by dedicated people. Most virtual assistant services are just administrative tasks but are more detailed and focused on a specific area of office management, for example: file management and email.

Personal Tasks

Hiring a virtual assistant for personal tasks is also a common practice by business owners due to full-packed schedules at work and not having time to work on their personal errands. Some personal tasks include answering personal phone calls, sending and receiving event invitations, booking for travel and vacations, and even buying gifts for family and friends online.

For a more specific description of common tasks that virtual assistants perform, see the list below.

What are the common duties and responsibilities of a virtual assistant?

1. Responding to emails and phone calls

Managers receive over hundreds of emails and answer many phone calls every day. Virtual assistants are tasked to confirm receipt of all emails to make sure that the ones that are high priority will not be missed. A VA may also be asked to answer inbound calls on behalf of the manager / executive. The manager may ask the VA to answer on his/her behalf for the entire working day or when he/she is not available (e.g. personal errand, meeting, or vacation).

When answering calls, virtual assistants should address the caller politely, ask for his/her name, listen to what he or she has to say, take notes, and ask them if there are more important things that the manager should know. 

Some companies require assistants to record call logs which can be used as reference for quality monitoring and even investigations for company dispute cases.

2. Booking trips and accommodations

This task falls into both the administrative and personal tasks that every VA should master. Virtual assistants will be asked to secure plane or bus tickets, dining reservations, hotel bookings and event venues for business and personal purposes. A VA will also be required to coordinate with event suppliers and partner establishments online. 

3. Managing contact lists

Company executives have a long list of contacts and connections from different industries. Without the help of a reliable assistant, organizing this list is such an arduous task to perform. A good virtual assistant is excellent at organizing contact lists, categorizing priority levels and importance, and making them easily accessible. 

4. Keeping an organized filing system

In relation to the third task above, virtual assistants are also responsible for keeping all documents in a safe and organized filing system. On-site executive assistants label physical folders for employee, applicant, and business files, while virtual assistants are expected to store, control, and manage documents in company databases and team collaboration apps or software like SharePoint or One Drive

5. Scheduling meetings and distributing minutes

Appointment setting is now easier with the help of tools and software that are developed for managers and their virtual assistants to arrange meetings with between the management and its remote employees. There is a wide variety of online tools available on a subscription basis to help virtual professionals in scheduling appointments and meetings. 

HubSpot and Calendly are two of the most popular online tools that online business owners and virtual assistants use for appointment setting. These tools are known for their easy-integration properties and user-friendly interface that even the not-so tech-savvy assistants can understand. 

6. Creating presentations and reports

Managers are always expected to create presentations for new products and services, sales and accomplishment reports, and monthly management updates. Virtual assistants should follow specific templates and guidelines to maintain creativity and professionalism in all reports and presentations. 

7. Answering admin-related queries from employees

Virtual assistants may also serve as the initial point of contact between the company and the employees. This means that every VA should possess excellent communication skills to relay important information and announcements from the management to the employees.

Some companies regularly update rules and policies and for remote teams, the help of a virtual assistant is important to relay these updates effectively. VAs may also be tasked to answer inquiries from employees about payroll and benefits, but this will depend on the department where they are assigned. 

8. Conducting simple market research and analysis

A good marketing campaign breathes life to every product or service that a company releases. To successfully start a marketing campaign, managers conduct simple market research and analysis to monitor the performance of their own products as well as their competitor’s offerings. 

Virtual assistants can do research using social media analytics to track activities of competitors and come up with clever and effective solutions that can improve the marketing team’s ideas. They may also be tasked to conduct surveys to current and potential customers to know the latest market trends and contribute to the product development process. 

Advanced virtual assistant tasks

A virtual assistant multitasks on a computer, managing schedules, emails, and data entry, while also conducting research and coordinating meetings

In the dynamic world of virtual assistance, the role goes beyond basic admin tasks. Let’s explore the specialized services that could be your secret weapon.

Content Creation and Management

Have you ever wished for a creative genie to craft compelling content that captivates your audience? A virtual assistant skilled in content creation and management can be just that. They are adept at:

  • Writing: Producing engaging blog posts, articles, and web copy tailored to your brand’s voice.
  • Graphic Design: Creating visually appealing images, infographics, and branded graphics that can make your content pop.
  • Editing: Ensuring your content is polished, with proper grammar, and free of errors.

Social Media and Digital Marketing

Are you ready to make a splash on social media but struggling with the how? Virtual assistants can spearhead your digital marketing efforts, handling tasks like:

  • Social Media Management: Curating content, scheduling posts, and engaging with followers to build a community around your brand.
  • Email Marketing: Designing email campaigns that boost customer engagement and drive sales.

They use tools to analyze and adjust strategies, ensuring your brand always stays ahead of the curve.

Bookkeeping and Finance Management

Numbers not your forte? Leave it to a virtual assistant with expertise in bookkeeping and finance management. These meticulous maestros can help you:

  • Maintain accurate records of financial transactions.
  • Manage budget spreadsheets to keep your finances in check.
  • Provide reports that give clear insights into your business’s financial health.

Through their keen eye and dedication, they can keep the financial wheels of your business turning smoothly.

What industries hire the most virtual assistants?

Hiring virtual assistants is becoming a more common business practice for company owners who want to achieve scalability and optimize their daily operations to save on costs and make use of the services of skilled professionals without spending too much money. Still, there are industries that hire more virtual assistants above others. Here are the top 5 industries that hire virtual assistants to keep their businesses growing:

Accounting & Finance 

Banks and other financial institutions hire virtual assistants to provide better services to clients. Virtual assistants working in this industry should be able to effectively perform time-consuming tasks and activities requiring accuracy and keen attention to detail like the following:

Education

The education sector is full of skilled professionals who work to maintain effective learning systems, most especially during the time of strict health and safety policies. A virtual assistant role in a learning institution is equally challenging as other VA job roles which include (but are not limited to) the following:

  • Research
  • Online support for learning platforms
  • Designing course syllabus
  • Managing academic calendars

Healthcare

The demand for healthcare and medical industry has skyrocketed, and more individuals are starting to invest in quality healthcare and treatments. With this, healthcare companies are also quickly shifting into the help of virtual professionals to help provide administrative services that will help improve service quality and customer experience. Individuals who want to work with a healthcare company in a virtual assistant role should master the following tasks:

  • Making outbound calls to patients and medical professionals
  • Taking inbound calls from patients and medical professionals
  • Responding to patient inquiries on social media and/or website
  • Answering emails from patients and medical professionals
  • Organizing patient records (patient information, billing information, etc.)

Events & Leisure

Organizing events and leisure activities are usually done by on-site event organizers but technology and the internet made organizing events online possible. Here are some of the tasks that a VA working for events and leisure industry:

  • Communicating with event suppliers
  • Booking venues and guest accommodations
  • Coordinating with event speakers and GoH
  • Creating forms for online registration

Marketing

Promoting and selling products can be done online and a wide range of online marketing strategies do have positive impacts on sales. Working in a marketing team can give VAs opportunity to serve a wide variety of clients depending on the type of online marketing approach that a company adopts. The most popular digital marketing approaches include paid search advertising, SEO, social media marketing, email marketing, and video marketing. 

A marketing VA may be tasked to do the following tasks:

  • Creating master list of potential clients and PR list
  • Graphic design
  • Scheduling posts
  • Creating content
  • Designing Google Ads for PPC
  • Sending email campaigns to prospective clients
  • Monitoring online reviews

What are the skills needed to become a successful virtual assistant?

To become a successful virtual assistant, one should possess a moderate to intermediate skill level in communication and technology. Most virtual assistant duties involve using smart devices, managing software and apps, and monitoring social media accounts and websites to analyze competitors’ activities and keep in touch with customers.

However, becoming a virtual assistant goes beyond technical skills and competencies. Soft skills and emotional intelligence play a vital role in ensuring the quality of services that virtual assistants deliver to all clients. Check out the top qualities that companies look for in virtual assistants here

What are the tools and equipment that virtual assistants should have?

Virtual assistants work overseas, so communication issues are inevitable. To avoid communication and collaboration issues, VAs are required to have the following tools and equipment when working at home:

  • A working desktop or laptop computer with a fast processor and huge RAM
  • High-speed internet connection (a reliable internet connection should be at least 3mbps or higher)
  • USB headset with built-in microphone and noise-cancelling feature
  • Backup internet connection (pocket Wi-Fi, hotspot, rechargeable router, etc.)

Are virtual assistants full-time employees?

Depending on the needs and activities of the company, virtual assistants can work full-time or on a freelance basis. Some online administrative assistants work part-time on a contract basis to supplement their full-time jobs. Since they usually work overseas, VAs are expected to have high adaptability levels, most especially on timezone differences and language barriers. 

Hiring Virtual Assistants

A laptop with a virtual assistant app open, surrounded by a calendar, phone, and notebook

Have you ever felt swamped with work and thought, “I wish I had a helping hand”? Hiring a virtual assistant (VA) could be the golden ticket to reclaiming your time without breaking the bank. They offer expertise and flexibility that can adapt to your business needs. Let’s dive into what makes a VA a worthy addition to your team.

Benefits of Hiring a Virtual Assistant

Why consider a virtual assistant? For starters, VAs bring a wealth of expertise in various domains. Whether it’s social media management, administrative task handling, or even specific niches like graphic design, they’ve got you covered. Need more reasons? Check this out:

  • Cost-Effective: Wave goodbye to the high costs of full-time employees. With VAs, you pay only for the hours or tasks you need.
  • Flexibility: They work around your schedule, making them perfect for handling fluctuating workloads.

Hiring a VA isn’t just a strategic move; it’s a wise decision for enhanced productivity.

Determining the Right Fit

Ever wondered, “How do I know which VA to hire?” Here’s where you focus on qualifications and certification. You wouldn’t hire a plumber to fix your WiFi, right? Ensure your VA has the experience in the areas you need help with. Outsourcing companies like Digital Minds BPO can be a treasure trove for finding talented VAs. Look for these:

  • Relevant Experience: Can they prove their expertise? Have they done similar work?
  • Positive Reviews: What do others say about their work?
  • Clear Communication: They should understand your business and your needs.

Remember, a good VA is like a chameleon, seamlessly integrating into your workflow.

The Hiring Process

Now, you might think, “All this sounds great, but is the hiring process complicated?” Not at all. Follow these straightforward steps to bring your VA onboard:

  1. Identify the Tasks: What do you need help with? List it out.
  2. Budget Planning: Decide on what you can afford. Remember, flexibility is key!
  3. Search: Look for outsourcing companies like Digital Minds BPO, which offer a plethora of choices.
  4. Interview: Shortlist candidates and chat with them. This helps in gauging if there’s a mutual fit.
  5. Payment Setup: Discuss and agree on payment terms. Will it be hourly or per task?
  6. Hire: When you find your match, get them on board and breathe a sigh of relief!

The process is simple, and who knows, your VA might just become your work BFF!

Optimizing Virtual Assistant Performance

Achieving stellar results with a virtual assistant (VA) hinges on strategic performance optimization. It’s like tuning a high-performance engine; you have to adjust and align for peak efficiency. Let’s dive into how you can turbocharge your VA’s output!

Training and Development

Have you ever wondered why even the most experienced athletes have coaches? That’s because continuous improvement is key. The same holds true for VAs.

  • Training: Equip your VA with the knowledge they need. This might include:
    • Specific Skills: Such as advanced spreadsheet functions or social media tools.
    • Company Processes: How things work in your company and the particular way you like tasks completed.
  • Experience: Help them learn from each task. Encourage taking on progressively challenging work to build their skill set.

Setting Clear Expectations

Imagine setting sail without a compass—that’s a VA without clear expectations. Steer them in the right direction by:

  • Responsibilities: Clearly define the role of your VA. A strong role definition includes a task list and priority levels for each task.
  • Deadlines: Are crucial. Give clear cut-off dates for tasks and use tools (like shared calendars) for reminders.

Monitoring and Feedback

Navigation doesn’t end with a compass. You need constant monitoring and course correction. That’s where feedback comes in handy.

  • Management Reports: Regularly review reports from your VA to measure progress.
  • Feedback: Offer constructive comments regularly, not just at annual reviews. Think of it as daily nutrition rather than a yearly feast for growth.

By taking these steps to heart, your VA will not just meet expectations, they’ll rocket past them. Ready to get started?

Make better business solutions with the help of virtual assistants.

If you are a business owner who wants to skip the burden of hiring on-site assistants to work as a supporting force to your business, hiring a remote staff could be the best decision for you. Keep in mind that a virtual assistant should possess both technical skills and soft skills to do his/her job effectively. A good virtual assistant should be capable of thinking proactively and communicating to different kinds of people, including existing and prospective clients. 

When given the right resources and a clear job description, virtual assistants can bring higher value to your products and services. Create a simple yet complete job description for the VA position, post it on online job boards, and get ready to take a step closer to a convenient and reliable remote work arrangement with your qualified VA. 

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