- Email Management: Organising and filtering emails, drafting responses, and managing correspondence.
- Calendar Management: Scheduling meetings, appointments, and reminders.
- 3Document Preparation: Assisting with the creation and formatting of financial reports, presentations, and other documents.
- Expense Tracking: Managing and categorising expenses, and preparing expense reports and follow ups with employees within the business for receipts.
- Research: Conducting research on market trends, competitors, and potential investment opportunities.
- Meeting Preparation: Preparing materials and agendas for meetings.
- Liaison with Sales and Events Partners: Reaching out to potential sales and events partners to discuss collaboration and revenue opportunities, coordinating meetings, and following up on discussions.
- Data Entry and Management: Updating and maintaining financial databases and spreadsheets.
- Accounts Payable: Management of bills to be paid through accounting software (can teach)
- Reconciliation: Reconciliation of expenses in accounting software (can teach)
- Strong communication skills
- Strong organization skills
- Strong research skills
- Attention to detail
- Proficient in Excel, PowerPoint, word and google slides, doc and docs
- Xero or accounting software (basic is fine and also can train where needed)
- Virtual assistant experience
- Virtual assistant to a CFO/CEO previously but not required
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