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Services

Business Support

Monitor client, vendor and other contracts’ terms and renewals.

Monitor/manage government filings and other pertinent day-to-day administrative documents.

File and retrieve corporate documents, records, and reports (internally/externally).

Manage virtual team/
consultants.

Manage financial commitments:

  • Billing management

  • Process invoices, accounts receivable; manage payments to ensure your monthly payments are collected and received

  • Accounts payable; manage and pay bills in a timely manner

  • Communicate with clients and vendors

  • Track expenditures

Administration and Organization Management

Business support

What tasks need to be done? Who is supposed to do these tasks? What is the ‘due’ date to finish those tasks?

Ongoing communication and follow up:

  • Communicate with all stakeholders on an ongoing basis

Project Management

Activity and Resource Planning:

  • Serve as main point of contact for assigned projects

  • Organize, schedule and manage resources

  • Deal with potential risks

  • Bring organization to projects

Organize and track tasks, events, milestones:

  • Administer procurement of resources

  • Establish a single point of communication and accountability

  • Monitor progress

  • Status reports

  • Ensure successful completion and closure of projects

  • Project Execution

  • Keep project within budget

  • Keep the project moving as per set schedules

  • Allocate resources while staying cost-efficient

  • Maintain quality standards

  • Keep team focused and motivated

  • Manage sudden changes to the project

Project Management
Client/Customer Concierge

Email management:

  • Screen and respond to emails

  • Organize contacts with detailed profiles

Calendar Management:

  • Correspond with colleagues, consultants, and clients to schedule and/or clear your calendar

  • When necessary, confirm meetings and arrange last minute details

  • Schedule appointments for personal needs

  • Highlight important events (client milestones, personal birthdays, anniversaries and other family events)

Travel:

  • Book and manage domestic and international travel arrangements – business and personal

  • Research and book flights, reserve hotels, arrange for ground transportation based on personal preferences, including to/from home or the office

  • Research restaurants for client meetings

  • Present detailed itinerary for your trip

  • Manage expense reports

Provide Executive Support on a multitude of levels:

  • Effectively interact with executives, team members, vendor partners and external contacts

  • Client communications; screen and respond to emails or phone calls

  • Document creation; creating agendas, reports and presentations and more

  • Proofread content

  • Monitor due dates with appropriate follow up

  • Organize events as needed

  • Database entries

  • Manage contact lists

  • Research and arrange for client gifts

  • Purchasing and supply procurement

  • Upload and manage social media content

  • Other responsibilities as requested

Client/Customer Concierge and 
Executive Support

Design and Other Services

Graphic Design:

  • Website design and management

  • Brand identity (colors, logo design, typography, etc.)

  • Book design

  • Promotional material design

  • Photo editing

  • Spatial design

Writing and editing:

  • Fact checking

  • Footnote formatting

  • Proofreading/copy editing

  • Resume services and LinkedIn bios

Miscellaneous
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