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1. Create and send statements or invoices, track payments, and record company expenses.
2. Gather data on trends, industry best practices, other publicly available information and prepare reports on the findings (e.g., for comparative analysis).
3. Store and organize documents and files.
4. Data Entry: prepare lead lists or meeting minutes, transcribe audio recordings, prepare payroll information, organize research notes.
5. Research products, purchase goods & secure samples.
6. Store, update & collect information for marketing and sales campaigns through a CRM system.
7. Monitor projects, conduct internal communication & organize company data.
8. Coordinate team calendars, prevent scheduling conflicts & ensure clients are on time and prepared for meetings.
9. Prepare itineraries, book hotels, rental cars, etc.
10. Convey information to incoming calls & make calls for appointments or conduct informational inquiries.
11. Reply to emails, follow up on correspondence, organize inbox as per client preferences, notify client about important emails.
12. Synthesize data & other content into cohesive reports and presentation slides.
13. Upload videos, manage negative reviews, keep account profile up to date.
14. Ad hoc tasks