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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
  • 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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