- Calendar management and scheduling to optimize your productivity.
- Email management, including filtering, responding, and organization.
- Coordination of virtual and in-person meetings, events, and conferences.
- Preparation of presentations, reports, and other executive-level documents.
- Travel planning and itinerary creation.
- Streamlining operational processes for maximum efficiency.
- Research and analysis to support decision-making.
- Vendor and stakeholder communication management.
- Onboarding support for new team members or consultants.
- Expense tracking and report preparation.
- Invoicing and payment follow-ups.
- Budget monitoring and assistance in financial forecasting.
- CRM system setup, management, and optimization.
- Data entry and database management.
- Implementation of tools and software to enhance workflows.
- Troubleshooting basic tech issues and ensuring seamless operations.
- Assistance in planning, monitoring, and executing key projects.
- Task delegation and timeline management.
- Collaboration with internal and external teams to ensure deliverables.
- Document organization and version control.
- Confidential file management and compliance with privacy standards.
- Creation of information repositories and archives for easy access.
- Information and Knowledge Management
- Call answering management
- Logging of notes into CRM
- Appointment setting service available
- Follow up-calls and texts
- Lead capture and qualification