The Ultimate Skills Checklist for Hiring a Virtual Assistant

Did you know that more than 60% of business owners say virtual assistants have helped them scale faster and reclaim valuable time? But hiring the wrong one can cost you more than just dollars – it can hurt your productivity, customer experience, and even your brand.

Whether you’re a startup founder overwhelmed by admin tasks or an HR manager building a remote-first team, hiring a virtual assistant (VA) could be one of your most impactful moves. But how do you know which skills really matter?

In this guide, we’ll give you a practical, role-based checklist of must-have skills to ensure you hire the right VA for your needs – saving you time, money, and unnecessary stress.

 

Why Skills Matter More Than Resumes in VA Hiring

Resumes can tell you where someone’s worked, but they don’t always show whether a candidate can thrive in your workflow or communicate clearly in real time.

When hiring a virtual assistant, you’re not just looking for a “doer” – you’re looking for a reliable, skilled professional who can take initiative, manage priorities independently, and align with your business goals. That’s why evaluating skills over titles is critical.

Core Competencies Every Virtual Assistant Should Have

Regardless of the specific role, all high-performing virtual assistants should possess a few foundational capabilities. These make up the non-negotiables:

1. Time Management

  • Efficient at scheduling, prioritizing, and meeting deadlines without micromanagement.

  • Proficient in time-tracking tools like Toggl, Clockify, or Hubstaff.

2. Communication Skills

  • Strong written and verbal English.

  • Responsive, clear, and professional in all correspondence (email, chat, and video).

  • Experience with tools like Slack, Zoom, and Gmail.

3. Tech Savviness

  • Comfortable navigating productivity tools (Google Workspace, Microsoft 365, Trello, Notion).

  • Quick to learn new platforms or proprietary systems.

  • Familiarity with CRMs (e.g., HubSpot, Salesforce) is a plus.

4. Proactive Problem Solving

  • Can flag issues, propose solutions, and act with minimal guidance.

  • Asks clarifying questions when uncertain instead of going silent.

5. Confidentiality and Discretion

  • Understands the importance of data privacy and client confidentiality.

  • Experience handling sensitive business or personal information.

 

Specialized Skill Checklists Based on VA Role

Different businesses need different types of virtual assistants. Below, we’ve broken down tailored checklists by function:

 

🔹 Administrative Virtual Assistant

Best for: Founders, executives, or teams needing help with calendar management, inbox control, and general operations.

Skills to Look For:

  • Inbox and calendar management (Google Calendar, Outlook)

  • Travel booking and expense reporting

  • Basic document creation and editing (Word, Excel, Google Docs)

  • Filing systems and digital organization

  • Data entry and light research

  • Meeting note-taking and follow-ups

Bonus Tools:

  • Calendly, Doodle, LastPass, Expensify

 

🔹 Customer Support Virtual Assistant

Best for: Businesses needing help with email support, live chat, and post-sales customer engagement.

Skills to Look For:

  • CRM platform experience (e.g., Zendesk, Freshdesk, Help Scout)

  • Responding to customer inquiries with empathy and speed

  • Creating and updating FAQ documentation

  • Basic knowledge of refunds, returns, and order processing

  • Typing speed of 50+ WPM and high accuracy

Bonus Tools:

  • Intercom, Gorgias, LiveChat

 

🔹 Social Media Virtual Assistant

Best for: Brands needing consistent engagement and scheduling across platforms.

Skills to Look For:

  • Content scheduling (e.g., Buffer, Hootsuite, Later)

  • Caption writing and image sourcing

  • Hashtag research and trend tracking

  • Community engagement (responding to DMs, comments)

  • Light graphic design skills (Canva or Adobe Express)

Bonus Tools:

  • Meta Business Suite, Planoly, Canva

 

🔹 E-commerce Virtual Assistant

Best for: Shopify, Amazon, Etsy, or WooCommerce store owners.

Skills to Look For:

  • Product listing creation and optimization

  • Inventory and order management

  • Responding to product inquiries and returns

  • Price checks and competitive research

  • Familiarity with platforms like Shopify, Etsy, Amazon Seller Central

Bonus Tools:

  • Oberlo, Helium 10, ShipStation

 

🔹 Marketing Virtual Assistant

Best for: Businesses needing help with newsletters, SEO tasks, and campaign coordination.

Skills to Look For:

  • Email marketing (Mailchimp, Klaviyo, ConvertKit)

  • Basic SEO: keyword research, on-page optimization

  • Blog formatting in WordPress

  • Updating CRM and marketing databases

  • Campaign reporting and analytics tracking

Bonus Tools:

  • SEMrush, Ahrefs, Google Analytics, WordPress, Notion

 

🔹 Executive Virtual Assistant

Best for: CEOs and high-level leaders needing a right-hand operator.

Skills to Look For:

  • Managing confidential projects and inboxes

  • High-level scheduling and meeting prep

  • Drafting and proofreading emails and reports

  • Vendor and contractor coordination

  • Light project management

Bonus Tools:

  • Asana, Notion, Monday.com, Loom

 

Soft Skills That Differentiate Great VAs from Good Ones

While technical skills matter, soft skills often determine long-term success. Look for VAs who demonstrate:

  • Responsiveness  –  Do they reply promptly and professionally?

  • Ownership  –  Do they take initiative and follow through?

  • Adaptability  –  Can they adjust to your pace and tech stack?

  • Cultural fit  –  Do they align with your values and tone?

 

How to Test for These Skills Before You Hire

Hiring a virtual assistant doesn’t need to be guesswork. Here’s how to assess key competencies during your hiring process:

✅ Skill-Specific Trial Tasks

Create a short, paid task simulating real duties (e.g., “organize this calendar,” “respond to this email”).

✅ Behavioral Interview Questions

Ask:

  • “Tell me about a time you had to prioritize competing deadlines.”

  • “How do you handle unclear instructions?”

✅ Reference Checks

Ask former clients or employers about punctuality, independence, and consistency.

✅ Typing and Tech Tests

Use free tools like TypingTest.com or send a basic Google Sheets exercise.

 

Red Flags to Watch Out For

Even strong resumes can mask weak candidates. Be cautious if:

  • They overpromise availability but miss small deadlines.

  • Their answers are overly vague or rehearsed.

  • They lack fluency with common remote tools.

  • They seem unfamiliar with your business model or industry.

 

Building a Long-Term Relationship With Your VA

Once you’ve found the right person, the goal is to retain them and maximize the partnership. Here’s how:

  • Set Clear Expectations: Define KPIs and working hours early.

  • Communicate Frequently: Weekly check-ins reduce friction.

  • Offer Feedback and Praise: Reinforce what’s working.

  • Provide Growth Opportunities: Let them learn new tools or support higher-level tasks.

 

Final Thoughts: Hire With Confidence, Not Hesitation

Hiring a virtual assistant is not just a task – it’s a strategy. When done well, it unlocks time, focus, and scalability for your business. Use this skills checklist as your roadmap to identifying talent that fits your goals, values, and daily workflow.

Ready to take the leap? Start with a clear job description, vet with confidence, and invest in a long-term partner who’ll grow with your business.

 

Enjoyed this guide?
Subscribe to our newsletter for more insider tips on remote hiring and scaling your business with world-class virtual talent.

 

Before we get you that link...

Get Started

Learn more about what’s included in each package by visiting our Paid Ad Services page.

Get Started

Fill out our brief onboarding form, and a member of our team will reach out shortly to schedule a discovery call and discuss your scope of work. If you have any questions in the meantime, feel free to visit our Software Development service page.

Get Started

Fill out our brief form, and a member of our team will be in touch shortly to schedule a discovery call.