Fractional Executive Assistant – Executive and Business Support Services

Service: Administrative and Document Management

Service Overview: Efficient document and administrative management are key to maintaining an organized and productive environment. I offer services that cover everything from document preparation to data entry and record-keeping, ensuring that your business runs smoothly.

Document management

  • Organize and maintain both physical and digital records, ensuring that documents are easily accessible and properly archived.
  • Scan, store, and categorize documents in the appropriate cloud storage solutions (e.g., OneDrive, SharePoint, Google Drive).
  • Create and manage digital filing systems, ensuring easy retrieval and sharing of documents across teams.
  • Drafting and compilation of resolutions, affidavits, applications and reports.

Data entry and record-keeping

  • Input and maintain accurate data in business management systems (e.g., Xero, Trello, Asana).
  • Track inventory and handle record-keeping tasks related to stock management and ordering systems.
  • Prepare reports and summaries based on data collected, ensuring timely submission for executive review.

Client and vendor correspondence

  • Handle all business correspondence, including client communications, quotes, contracts, and invoices.
  • Assist in managing vendor relationships, ensuring timely payments and receipt of services.
  • Follow up with clients on deliverables, requests, and meeting scheduling to keep business operations on track.