Virtual Assistants for Professional Services

Common remote roles in professional services

Consultants, advisors and boutique firms sell expertise, so administrative work is a direct drag on billable time.

• Executive assistant for partners

• Project coordinator

• Proposal and business-development assistant

• Operations assistant

• Bookkeeper

Tasks you can delegate

• Scheduling client meetings and preparing agendas

• Drafting proposals and statements of work from templates

• Tracking deliverables and deadlines

• Preparing invoices and following up on payment

• Maintaining CRM and marketing lists

• Preparing slides and reports

Software your assistant will use

• Google Workspace or Microsoft 365

• HubSpot or a lightweight CRM

• Asana, Notion or ClickUp

• PandaDoc or Proposify

• QuickBooks

Hiring considerations

Client trust is your product. Set expectations for confidentiality, brand voice and how quickly the assistant should escalate questions. Introduce the assistant to clients clearly, so they know who to contact.

Example workflow: proposal to kickoff

1. A partner records a short brief after the discovery call.

2. The assistant drafts the proposal from your template and sends it for review.

3. After signature, they schedule kickoff and create the project workspace.

4. They send the first invoice and add milestones to the project plan.