Gen VA for a Metal Roofing Company

Position: Gen VA for a Metal Roofing Company

We are seeking a highly motivated and organized individual to join our team as a General Virtual Assistant for our metal roofing company. This is a full-time, remote position with a contract of 40 hours per week.

Virtual Assistant Role & Responsibilities

The Virtual Assistant (VA) will play a key role in both administrative support and specialized operational functions. This position requires a proactive, detail-oriented individual capable of managing diverse tasks with efficiency and professionalism.

Core Responsibilities:

• Manage and respond to online inquiries
• Handle council approval forms and submissions
• Liaise with insurance companies for indemnity insurance coordination
• Manage lead tracking, follow-ups, and appointment scheduling
• Generate profit and loss statements for each job/project
• Set up and manage quoting systems within Simpro
• Coordinate supply ordering and delivery scheduling
• Oversee and maintain social media management

Operational Focus Areas:

• Fully optimize Simpro to streamline workflows and boost efficiency
• Create and implement effective quoting systems within Simpro to accelerate the quoting process
• Develop and refine backend systems within Simpro to strengthen overall operations

Post-Onboarding Responsibilities:

• Produce clear video documentation for all newly implemented processes in Simpro
• Ensure all standard operating procedures (SOPs) are well-documented for training and consistency
• Support long-term system efficiency through continuous process improvement and documentation

Essential Qualifications & Experience:

• Minimum 2 years of experience in a Virtual Assistant, Administrative Support, or Operations role
• Hands-on experience using Simpro or similar job management/quoting systems
• Familiarity with council approval processes and forms (preferred)
• Experience in liaising with insurance companies, particularly for indemnity insurance
• Strong background in lead management, calendar scheduling, and email handling
• Proficiency in creating profit and loss statements
• Demonstrated experience in supply chain coordination or delivery scheduling
• Proven ability to manage social media platforms for business purposes

Technical Skills:

• Proficient in Simpro (required) & Xero
• Strong knowledge of Google Workspace (Docs, Sheets, Drive) and Microsoft Office Suite
• Experience using CRM systems and quoting tools
• Ability to record and edit video documentation for SOPs and training purposes
• Comfortable working with cloud-based project management tools

Soft Skills & Work Traits:

• Excellent written and verbal communication skills
• High attention to detail and strong organizational skills
• Ability to work independently and take initiative
• Strong analytical and problem-solving skills
• Process-driven with a passion for efficiency and workflow improvement
• Capable of handling multiple tasks and prioritizing effectively in a remote setup

Preferred:

• Prior experience in construction, trade services, or operations-heavy environments
• Knowledge of indemnity insurance requirements and contractor documentation
• Experience working with clients in Australia or similar regulatory environments

Perks & Benefits:

• Permanent Morning Shift (Monday-Friday)
• Paid Australian Holidays
• Signing & Training Bonus
• Birthday Gift Certificate
• Monthly Meal Voucher
• Annual Loyalty Bonus
• Opportunity to work with a dynamic team & diverse clients
• Work from anywhere with a stable internet connection
• Bi-Monthly Payouts
• Opportunity to earn incentives & bonuses
• Outstanding people culture & non-toxic work environment
• Opportunities for growth & career advancement