Administrative Support

• Email management (inbox organization, responding to inquiries, prioritization)
• Municipal permitting process administration
• Calendar and appointment scheduling
• Travel planning (flight bookings, hotel reservations, itinerary preparation)
• Document creation (reports, spreadsheets, presentations)
• Data entry and record-keeping
• File and cloud storage organization (Google Drive, Dropbox, OneDrive, etc.)
• Transcription of meetings and recorded audio

Customer Support & Communication

• Managing customer inquiries via email, chat, or support tickets
• Appointment confirmations and follow-ups
• CRM management and updates
• Responding to online reviews and feedback

Social Media & Marketing Assistance

• Scheduling and publishing social media posts (Facebook, Instagram, LinkedIn, etc.)
• Content repurposing (turning blog posts into social media updates)
• Community engagement (responding to comments/messages)
• Basic graphic design (social media posts, flyers, and presentations)
• Market research and competitor analysis
• Email marketing campaign support (Mailchimp, ConvertKit, ActiveCampaign)

Bookkeeping & Financial Assistance (Non-Advisory Tasks Only)

• Invoice preparation and payment tracking
• Expense categorization and reporting
• Entering transactions into accounting software
• Sending payment reminders to customers

Project Management & Business Support

• Assigning and tracking tasks within teams
• Vendor and supplier communication
• Research for business development opportunities