VIRTUAL ASSISTANT
BASIC
VIRTUAL ASSISTANT
ADVANCED
BASIC ADMINISTRATION
- Type, compile, and prepare reports, presentations, and correspondence documents
- Data entry
- Collate and file documents
- File conversions
- Crosschecking and proofreading
- Create, implement, and maintain basic procedures and/or administrative systems
- Create office memos and official company forms and documents
- Develop and manage spreadsheet databases
- Generate reports and presentations based on existing data
- Create surveys and gather results
OFFICE SUPPORT
- Arrange pick-ups and deliveries
- Restock and inventory management
- Call in orders
- Research, hire, and oversee/manage vendors
PHONE SUPPORT
- Personalized answering
- Take and direct inquiries
- Provide basic information for client inquiries
- Transcribe voicemails
EMAIL MANAGEMENT
- Filter, sort, and forward
- Manage email lists
- E-blasts
- Answer support tickets
- Manage out-of-office alerts
- Send invitations and e-greetings
SCHEDULING &
CALENDAR MANAGEMENT
- Manage and organize meetings, calls, and appointments
- Research and book travel arrangements, transportation, and accommodations
- Send reminders for appointments, deadlines, and important tasks
- Coordinate and schedule calls
- Suspend mail and or subscriptions
PERSONAL SUPPORT (VIRTUALLY)
- Research and send gifts
- Make purchases
- Make reservations
- Manage personal calendar and/or appointments
- Arrange and pay personal bills
ALL SERVICES
UNDER “BASIC”
PLUS:
ADVANCED ADMINISTRATION
- Board meeting arrangements
- Meeting minutes
- Contract research and preparation
SOCIAL MEDIA MANAGEMENT
- Execute social media posts
- Schedule social media calendars
- Research content
- Respond to engagement
- Respond to customer queries and comments
- Share business updates and news
HR SUPPORT
- Post job postings
- Conduct preliminary candidate selections
- Generate candidate reports
SELF-PUBLISH SUPPORT
- Kindle Direct Publishing process
- Guide self-published authors with initial setup, liaise with editors, graphic designers, marketers, sales, and printers to fit KDP requirements
FINANCE & CASH SUPPORT
- Generate and send invoices
- Payment processing and billing
- Generate receipts
- Bank deposits
- Handle refunds
- Record keeping
- Settle A/P
- Follow up on A/R
- Credit checks
EVENT MANAGEMENT
- Plan and organize conferences, events, tradeshows, seminars, webinars, workshops
- Arrange vendors and catering
- Send out invitations and reminders
- Manage scheduling
- Create and manage budget
SALES SUPPORT
- Lead calls
- Lead follow-ups
- Answer sales inquiries
- Client intake
- Maintain CRM
WEBSITE MANAGEMENT
- Update blogs, pages, articles
- Manage plugins and website updates
- Export website analytics
