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
- Creating and updating project plans
- Project tracking of deadlines and deliverables
- Project status reporting
- General project administration
- Process mapping
- Process implementation
- Process improvement
Finance
- Client set-up
- Producing and distributing client invoices
- Distribution of monthly client statements
- Chasing overdue payments
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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