- Schedule client meetings, facilitation sessions, and internal check-ins, and coordinate across time zones and contractor availability.
- Prepare and send client invoices, track payments, follow up on overdue accounts, and process contractor invoices.
- Maintain the Founder's task list, flag deadlines and conflicts, and help sequence weekly priorities.
- Manage the firm's shared drive, including folder structure, naming conventions, permissions, and archiving.
- Maintain proposal, report, and presentation templates and help apply brand standards to client deliverables.
- Keep engagement, hours, and key-metric trackers current and prepare simple summaries.
- Manage client contracts, vendor and tool subscriptions, contractor onboarding paperwork, and other operational tasks.
- Build project timelines with milestones, owners, and dependencies based on scopes of work.
- Monitor project progress, send reminders, and raise risks to the lead strategist.
- Coordinate client deliverables with writing and design teams; track drafts, reviews, approvals, agendas, notes, and action items.
Project ManagementProject CoordinationBookkeeping+2 more