INBOX MANAGEMENT
• Managing inbox, sorting and responding to emails
• Drafting and responding to emails on behalf of the executive
• Prioritizing urgent communications and flagging important messages
CALENDAR MANAGEMENT
• Scheduling meetings, appointments, and events
• Eliminate scheduling conflicts
• Research Attendees (Review Social Media and Professional Profiles, Compile Key Information)
MEETING SUPPORT
• Organizing meetings, conferences, and events
• Preparing agendas and gathering necessary materials for meetings
• Taking notes and summarizing key points or action items fro-----------etings
EVENT MANAGEMENT
• Making reservations at restaurants for business meetings, client dinners, or events.
• Organizing Catering
• Guest Management
• Venue Selection and Logistics
CONTACT MANAGEMENT
• Organize Contact Information
• Maintain up-to-date rosters
• Integrating Contact Lists
• Managing Email Distribution Lists
• Setting Up Teams and Channels
• Maintaining Team Organization
DOCUMENT MANAGEMENT
• Drafting, proofreading, and editing documents, reports, and presentations
• Organizing and maintaining files, records, and databases
• Handling confidential or sensitive information with discretion
• Electronic Signature
TASK & PROJECT MANAGEMENT
• Assisting with or managing specific projects, ensuring deadlines are met
• Tracking progress on tasks, projects, and deliverables
• Liaising with tea-----------mbers to ensure everything is on track
TRAVEL ARRANGEMENT
• Flight, Train, Hotel, Rental Car, Ground Transportation
• Booking flights, accommodations, and transportation for business trips
• Preparing itineraries and ensuring all travel details are confirmed
• Handling any adjustments or changes to travel plans
• Assist with Passport/Visa request
- BUDGET & EXPENSE MANAGEMENT
• Monitor, review and submit expenses report
- RESEARCH
- DATA ANALYSIS
- CPA/CPE ASSISTANCE
- UTILIZING GENAi
- Tech Savy
