Counterflow Virtual Assistant

Please Note: This job is being posted on behalf of Counterflow (www.livecounterflow.com) by Great Assistant (www.greatassistant.com). Great Assistant is a company that works with entrepreneurs to match them to assistants.

Amanda Neely is the Co-owner and Financial Architect of Counterflow, a financial services company that helps business owners and real estate investors make better financial decisions. Counterflow combines cash flow strategy, wealth building structures, and live guidance to make complex financial concepts easier to understand and act on. The company is built around trust, helping clients create greater stability, confidence, and long term alignment in both business and life.

We're looking for a proactive, thoughtful, and highly dependable Virtual Assistant who can bring structure, clarity, and calm to a fast moving business. You'll support the Co-owner and Financial Architect by staying ahead of details, closing loops, and moving the next step forward when it's clear. You'll need the judgment to know what you can confidently handle on your own and when leadership input is truly needed, helping protect time and attention.

The right person will take ownership, think critically, and be aligned with Counterflow's core values:

• Act with Integrity Without Exception
• Serve First
• Counterflow by Conviction
• Build Wealth in Every Dimension

This role is about more than completing tasks. It's about becoming a trusted part of the business who helps protect focus, reduce friction, and create order around changing priorities. You'll help make sure every detail doesn't have to be held in one person's head, create more calm around the day to day, and keep priorities moving without constant oversight. We're looking for someone who takes ownership, follows through, and can grow into a trusted long term part of the business.

Some of your responsibilities will include:

• Managing the Co-owner and Financial Architect's calendar, scheduling, and overall communication flow
• Managing the shared inbox, including clearing junk, organizing messages, flagging client needs, and responding when appropriate
• Monitoring texts and voicemails and making sure needed follow-up happens
• Booking and confirming client appointments, sending reminders, and following up with people who haven't responded
• Coordinating client follow-up and communication touchpoints
• Tracking insurance underwriting requirements and policy notices, gathering needed information from clients, and making sure nothing is left sitting
• Preparing materials for client meetings, including statements, previous notes, and open items
• Sending post meeting follow-up and making sure next steps are entered into the CRM
• Supporting major events, conferences, webinars, and other operational follow-up
• Keeping internal projects, tasks, and changing priorities organized and moving forward
• Using established SOPs and the Game Plan Book to research answers, handle routine process questions independently, and close loops without reminders

In this role, you'll provide executive and administrative support that helps the Co-owner and Financial Architect perform at her best. You'll bring structure and clarity to evolving priorities, help keep things moving forward, and create the operational support needed as Counterflow continues to grow.

In addition to the above, the ideal candidate must be/have:

• Proactive and able to recognize the next step without waiting to be told
• Highly dependable, punctual, and consistent, with strong follow-through and attention to detail
• Resourceful and willing to look for answers before asking questions
• Good judgment and discernment about what can be handled independently and what requires leadership input
• Organized and able to bring structure and clarity to multiple moving priorities
• Calm, grounded, and thoughtful when solving problems or dealing with changing situations
• Emotionally intelligent, articulate, and a strong written and verbal communicator
• Adaptable, flexible, and willing to learn and grow as priorities, systems, and workflows may shift
• Able to understand both the details of a task and the bigger picture behind it
• Highly trustworthy, accountable, and committed to keeping their word, closing loops, and taking ownership of responsibilities
• Able to balance professionalism with warmth and humanity, especially in client and partner interactions
• Comfortable working with AI and technology driven workflows
• You must be tech savvy and quick to pick up new tools and software

Tools you'll use in this role, so familiarity is a plus!

• Google Workspace, Gmail
• Microsoft Office
• Zoho
• RingCentral
• Airtable, Notion
• Adobe
• Canva
• ChatGPT, Claude, Obsidian

Position Details

• This is a Remote W2 position
• Benefits start after 90 days and include PTO / Vacation, Sick Time, and Paid Holidays
• The position will start at approximately 25 hours per week and grow to 40 hours per week within two months
• Hours are Monday through Friday, 11:00 am to 4:00 pm ET to start, growing to 10:00 am to 6:00 pm ET
• Occasional Saturday availability for a couple of hours will be required
• The pay rate is $30/hr. USD and is non-negotiable
• You must be able to pass a background check
• We are looking for someone to become a long-term (3+ years) team member.

**Please do not contact Amanda Neely or Counterflow directly; doing so will disqualify your application***