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Diary & Communications Management

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  • Dictating key meetings, minutes, proofreading, transcription, content editing and translations to English.

  • Scheduling appointments with staff and clients, arrange meetings, coordinate diaries, set agendas, manage and update calendars and maintain shared calendars and office calendar. Rescheduling of cancellations.

  • Writing and/or scheduling general correspondence, memos correspondence, invoices, receipts, spreadsheets, other reports as needed and emails, answer emails, screen emails and sort through client inboxes, organize according to what is urgent and priority, email auto-responders, manage emails to lists and campaigns.

  • Webinars, online meetings, asynchronous and synchronous training facilitation.

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Events & Travel

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  • Executive travel arrangements by an experienced traveler.

  • Event and meeting planning, hosted, virtual or hybrid.

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Document Management

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  • Create and edit documents, presentations, spreadsheets, pdfs, training material, workbooks, workshops, etc.

  • Keeping the office database and filing system up to date and organized. Dropbox/Google Drive, Google Docs & Microsoft Office documents and digitize documentation with online access, manage internal shared drives and document warehouses.

  • Data management, define and set categories and rules, capture and update databases, generate extracts, creating spreadsheets, graphs and client reports.

  • Streamline and improve, reorganize and prioritize processes for optimal efficiency and create and SOP’s.

Supplier & Client Management

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  • Manage and maintain client contact lists and CRM databases, lead generation and onboarding of clients and suppliers.

  • Handle customer complaints and spot patterns in customer dissatisfaction and report back.

  • Manage LinkedIn, Pinterest, Facebook and WhatsApp Business, launch Social Media ads and scheduled posts, answer inquiries on social media pages or website contact forms, and create occasion and event calendars.

  • Manage asynchronous and synchronous communication channels s to ensure one version of truth across all forums.

  • Apps including LinkedIn; Airtable; Asana; Bitrix24; Capsule; ClickUp; Dubsado; Engagebay; Facebook; Honeybook; Hubspot; Insightly; Keap; Monday.com; Notion;  Pipedrive; Slack; Streak (Gmail); Trello; Zapier; Zoho

 

Project & Team Management

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  • Planning, monitoring and overseeing projects, tracking milestones and deliverables, snag list resolution to sign off at project closing and reporting lessons learnt.

  • Manage asynchronous and synchronous team channels  and documentation.

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Bookkeeping & Financials

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  • Bookkeeping,  invoicing, purchasing, disbursement and expense reimbursements, reconciliations, and inventory control.

  • Trial balance, balance sheet, income statement, cash flow, KPI reporting, reconciliations and other reporting

  • Able to process sensitive data and handle all correspondence and dictation with uncompromising integrity and confidentiality.

                                                        And more ....

Diary, Task & Event Management

Diary, Task & Event Management

Never miss a beat

Apps & Software

Coordination of your Social Media engagement

Customer Engagement,  CRM & Leads Management

Customer Engagement,

CRM & Leads Management

So you can focus on the detail

Bookkeeping & Financial Reporting

Bookkeeping & Financial Reporting

Overview & context, know where you stand

Training Material & SOP's

SOP's & Training Material

Define the scope of your core functions

Inventory Management

Inventory Management & eCommerce Online Store Maintenance. The right stock quantities at the right time

Proofreading, Transcription & Content Editing

Proofreading, Transcription &

Content Editing

Better context, better content

Data Compliance

Autoline ERP REV8 System Support

Account Reconciliations

Stock & Warehouse Management

Data, Document and File Management

Data Compliance

Purpose Specification

Data, Document and File Management

Leveraging the power of your information to keep your finger on the pulse

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Image by Roberto Nickson

Apps & Software

Automation to give you visibility

on the go

Increase your bottom line

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