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Administration/PA
Administration/PA


  • Email and calendar management
  • Onboarding new customers for clients
  • Updating contacts and CRMs
  • Drafting agendas for meeting and events
  • Minute taking via zoom or in person (Auckland based only)
  • Coordinating events
  • Monitoring phoneline
  • Proofreading and grammar checking
  • Creating contact directories
  • Database maintenance and data entry
  • Creating and managing spreadsheets
  • Transcribing (recording/zoom participation
  • Coordinating travel
  • Mailchimp
  • Organising christmas gifts and milestone events
Project Management
Project Management

  • Creating and updating project plans
  • Project tracking of deadlines and deliverables
  • Project status reporting
  • General project administration
  • Process mapping
  • Process implementation
  • Process improvement
Finance
Finance


  • Client set-up
  • Producing and distributing client invoices
  • Distribution of monthly client statements
  • Chasing overdue payments
Life Admin
Life Admin


  • Coordinating reservations and catch-ups
  • Researching and booking childcare/holiday programmes
  • Booking personal appointments
  • Coordinating birthday parties
  • Coordinating gifts/flowers

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