- Manage end-to-end client session workflow including pre-session preparation and post-session documentation.
- Sync, organize, and summarize session recordings using Plaud AI transcription tools.
- Triage inboxes daily to maintain zero-inbox status using a structured system.
- Maintain client records and tracking in Ninety.io or similar EOS software.
- Perform financial and administrative tasks including invoicing in QuickBooks, basic bookkeeping, and expense categorization.
- Coordinate travel logistics and research for professional and personal trips.
- Provide administrative support for personal tasks including bill pay and activity coordination.
- Deliver weekly status updates and refine standard operating procedures (SOPs).
Operations ManagementGoogle WorkspaceQuickBooks+1 more