CPT-11504 Personalized Email Outreach Virtual Assistant

APPLICATION INSTRUCTIONS: If you’ve already completed the 20four7VA Recruiting Process—including the Final Interview—or have previously been contracted by a 20four7VA Client, please make sure to apply via the 20four7VA Team Portal for faster processing. Use any valid email address to log in. If you’ve just logged in to the Team Portal, please proceed to review the Independent Contractor Opportunity outlined below. 💡 Quick Tip: Upload your resume first—this will automatically populate most of the fields in the application form. Let the magic happen! If you're interested in this opportunity, click APPLY TO POSITION to proceed. ******************************************************************** Title: Independent Contractor – CPT-11504 Personalized Email Outreach Virtual Assistant/Business Support VA/Senior-Advanced Level (Remote). Overview 20four7VA is seeking offshore independent contractors to deliver remote services to clients worldwide, with a primary focus on developed markets such as the United States, the United Kingdom, Canada, and Australia. A Los Angeles-based financial planning practice is seeking a detail-oriented Virtual Assistant to conduct personalized one-to-one email outreach to prospective clients. The client does not want mass email blasts or mail merges. Prospect information and appropriate outreach links will be provided through Excel or Google Sheets. The VA will manually send individual emails or submit outreach through designated websites to reduce spam risk and maintain a personalized approach. The objective of each engagement is to assist the client in improving business efficiency, enhancing service delivery, or supporting operational functions through high-quality, task-specific services rendered by a qualified contractor. Scope of Services Contractors will be required to provide services that align with the following client tasks: Work through client-provided prospect lists Send personalized individual prospect emails Use Gmail and designated website contact forms Follow client-provided messaging and templates Avoid bulk mail merges and mass-email processes Track completed outreach accurately in Excel or Google Sheets Maintain organized prospect and outreach records Conduct appropriate follow-up as instructed Maintain accuracy across repetitive outreach activity Each engagement is based on a defined scope of work and is governed by an independent contractor agreement. Services must be performed professionally, with adherence to any timelines, guidelines, and deliverables agreed upon in writing. Skills The Contractor must demonstrate proficiency in the following, depending on the Client’s requirements: Previous email outreach, lead generation, administrative, or prospecting experience required Strong written English required Excel and Google Sheets proficiency required Gmail experience required Strong data accuracy and organization Financial services experience is a plus but not required IDEAL CANDIDATE PROFILE Extremely organized and dependable Strong written English Detail-oriented and accurate Comfortable with repetitive but important outreach work Able to follow exact processes consistently Efficient without sacrificing personalization Comfortable working independently APPLICATION SOFTWARE KNOWLEDGEABLE / REQUIRED Gmail Microsoft Excel Google Sheets Web-Based Contact Forms VPN – If Required, Provided by Client Work Schedule Contracted Hours per Week: 10 Hours Scheduled Working Days: Monday through Friday (unless otherwise mutually agreed in writing) Daily Working Time: Consistent 2-Hour Daily Block Between 10:00 AM – 4:00 PM PST Note: The Company will make reasonable efforts to align the Assigned VA’s schedule with the Client’s preferred hours as set forth above. However, availability may vary based on time zones, capacity, and the contracted hours set in this SOW. Any changes must be mutually agreed to in writing through a revised SOW. Terms of Engagement Contractors will operate under a Master Services Agreement and a Statement of Work This is not an offer of employment; contractors are not employees of 20four7VA or any client All compensation is processed through 20four7VA according to the terms of the engagement Role Summary & Requirements REQUIRED SERVICE: Business Support REQUESTED EXPERIENCE TIER LEVEL: Senior and Advanced Level Contracted Hours per Week: 10 hours/week Daily Working Time: Consistent 2-Hour Daily Block Between 10:00 AM – 4:00 PM PST Scheduled Working Days: Monday-Friday REPORTING TO/POC: To Be Determined Number of VAs: 1 GENDER PREFERENCE: None LANGUAGES SPOKEN/PREFERENCE: English ACCENT PREFERENCE: Level A-C (Strong Spoken and Written English Required) REGION PREFERENCES: Philippines What we offer Competitive rates Weekly payments Various open roles are available Free training and upskilling Constant support and guidance A vibrant community always ready to support you And more!