Administrative Support

Calendar Management

  • Schedule, confirm, reschedule and cancel meetings
  • Email copy of next day’s daily agenda on a pre-determined schedule
  • Text or email meeting and appointment reminders as needed
  • Meeting directions and other information sent via email
  • Complete calendar management including personal events

Email Management

  • Creating and sending emails to donors, members, and prospects as needed
  • Email newsletters content and scheduling

Task Management

  • Daily task management – list of priority items
  • Weekly task management – list of priority items
  • Maintain overall task list

Phone Inquiries

  • Responding to routine matters, meeting requests, member questions, etc

Bookkeeping Services

  • Pay bills or track bill due reminders
  • Send invoices and receipts
  • Fill out expense reports and track reimbursements
  • Create invoices and post payments

Travel Services

  • Research, book, confirm airline reservations, hotels, car rental, etc.
  • Vacation and travel activity research

Project Management

  • Project coordination—managing complex projects or simple task management
  • Other projects as needed

General Office Administration

  • Source and order services and supplies
  • Fill out routine paperwork

Writing and Editing Services

  • Writing and editing—creating first drafts or editing our client’s drafts
  • Editing and proofing—working on a variety of documents or other content

File Management

  • File management and data collection—organizing files, collecting responses, or managing surveys

What Else do you Need?

  • Don’t see your need in the list? Let’s talk about how we can help you…
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