General Administrative Support

• Meeting coordination (agenda creation, note-taking, follow-ups)

• Event planning (virtual and in-person)

Document & Records Management

• Record retention and destruction tracking

• Version control of shared documents

• SOP (Standard Operating Procedure) documentation

Reporting & Light Data Analysis

• Generating weekly, monthly, and quarterly reports

• Updating dashboards or KPIs

• Basic data cleanup or organization

• Survey creation and results summarization

Client & Team Communication

• Creating meeting summaries or transcripts

• Preparing client welcome packets

• Coordinating team availability or time-off tracking

Digital Tools & Platform Support

• CRM updates (e.g., HubSpot, Salesforce)

• Managing team project management boards (e.g., Trello, Asana, ClickUp)

• Filing expenses or reimbursements

Financial & Bookkeeping Support

• Reconciling receipts

• Generating reports for accountant or CFO

• Budget tracking and monitoring

Marketing & Communications Admin

• Scheduling social media posts

• Maintaining content calendars

• Formatting newsletters or email campaigns

• Managing email list data (Mailchimp, ConvertKit, etc.)

• Proofing or posting blog content

• Compiling market research