ClearDesk

• Conduct hyper-targeted lead generation focused on commercial property managers, facilities directors, building owners, and decision-makers • Source and identify 20-30 qualified prospects per day • Research commercial properties and gather relevant building information • Cross-reference business addresses and verify accuracy • Identify, verify, and update contact information • Maintain a clean and accurate CRM database • Draft personalized outreach emails • Support business development efforts • Assist with backend operational workflows and administrative tasks • Provide clear end-of-day updates

• Manage the shared member inbox, responding warmly and promptly to enquiries and payment questions • Process new subscriptions and cancellations, and verify new member registrations and onboarding • Perform monthly database reconciliations across WooCommerce, MailerLite, and internal trackers • Clean up bounced, unsubscribed, or inactive accounts to keep records accurate • Prepare monthly Zoom links and Google Docs, and update member library links and passwords • Support program launches and monthly changeovers from start to finish • Maintain the company's Trello board so no operational task slips through the cracks • Build, test, and schedule daily Chi Flow emails and monthly email campaigns in MailerLite • Keep onboarding sequences, Free Class campaigns, and Mid-Month Talk flows updated and error-free • Keep email graphics, recordings, and program links fresh and accurate • Map out and schedule social media posts using Metricool, plus manual posting in Facebook Groups • Build eye-catching graphics in Canva using existing brand assets, and edit and publish Instagram Reels • Monitor Facebook Groups, Pages, and Instagram, answer direct messages, and support promotional campaigns • Upload monthly videos to YouTube using SEO best practices • Refresh copy, program landing pages, countdown timers, and app link pages on WordPress • Audit the website regularly to confirm all links remain active and correct

• Organize employee records, hours worked, pay information, and supporting documentation for payroll submission • Prepare billing information, verify data accuracy, generate invoices, and help keep billing cycles on track • Handle sensitive payroll, employee, and financial information with the highest level of professionalism and discretion • Screen applicants, coordinate interviews, maintain candidate communication, and support the hiring process from start to finish • Prepare onboarding documentation, collect required forms, and make sure new employees have everything they need on day one • Keep workforce records organized, complete, and current at all times • Serve as a coordination point between leadership, employees, clients, caregivers, and external partners • Answer incoming calls and provide professional, responsive support to everyone who reaches out • Coordinate meetings, appointments, and business activities with accuracy and follow-through • Support client onboarding by preparing documentation, collecting required information, and maintaining precise records • Manage follow-up communication and make sure every request is addressed promptly and professionally • Handle calendar management, document preparation, data entry, filing, and correspondence • Maintain organized, secure, and audit-ready digital filing systems • Track certifications, required documentation, and signatures to keep the company compliant at all times • Uphold confidentiality and compliance standards across every administrative function • Review administrative processes for accuracy and catch discrepancies before they become bigger issues • Create, update, and maintain SOPs, process documentation, and training materials • Research software and operational tools that can improve efficiency and support business growth • Provide cross-departmental support as business needs evolve

• Answer inbound calls live and respond promptly to messages • Handle leasing inquiries and schedule self-showings • Log prospect interactions in the leads tracker • Resolve routine tenant questions independently • Create and route maintenance work orders • Keep tenant records accurate • Review rental applications to ensure timely responses • Issue and reset self-showing access codes • Monitor self-showing device tracker and flag issues • Review the property management system for missed payments • Notify the team of delinquencies • Track lease end dates and coordinate renewals • Maintain the operations master sheet • Reconcile utility charges monthly • Complete Fair Housing training and maintain compliance

• connect with candidates and guide them through the hiring process • conduct phone and video screenings to evaluate candidates • coordinate interview schedules and manage recruitment pipelines • follow up with candidates on onboarding requirements • conduct reference checks and support credential verification • support recruitment events and hiring campaigns • maintain recruiting records and documentation • ensure confidentiality and compliance with candidate information

• Source, screen, and interview qualified healthcare professionals for various roles (RNs, LPNs, CNAs, caregivers, etc.) • Build and maintain a strong pipeline of healthcare talent • Collaborate with account managers and clients to understand staffing needs • Manage job postings, candidate communications, and applicant tracking • Maintain compliance with all relevant employment and healthcare regulations • Perform end-to-end recruitment process, including job posting, talent acquisition, and sourcing • Review applications and conduct initial phone screenings for caregiver candidates • Conduct thorough interviews to assess caregiver skills and experience • Submit offer letters and gather hiring documents before orientation • Manage caregiver certifications and follow up on expiring documents • Handle low-level scheduling calls (e.g., caregivers running late, minor schedule changes) • Prepare caregivers for orientation • Maintain detailed documentation of recruitment processes in Well Sky • Collaborate with on-site recruiter to learn company-specific hiring preferences • Manage HR functions such as tracking employee certifications and sending reminders • Answer incoming calls and provide basic information to caregivers and clients • Achieve a hiring target of 10 caregivers per week across all territories

• Set up new franchise offices in the learning system • Support live virtual trainings by managing webinars and breakout rooms • Respond to help desk tickets and troubleshoot issues • Provide basic tech support like password resets • Update and format training materials and presentations • Organize documents and assist with data entry

• Build and replicate CRM automations and workflows in Zoho • Identify and flag potential problems in workflows before issues arise • Create dashboards across multiple Zoho locations • Execute automation projects with moderate independence • Handle general executive assistant tasks and manage administrative responsibilities • Create and maintain SOPs and process documentation • Collaborate with technical team members on automation issues

• Build and maintain up-to-date caregiver schedules across multiple counties • Respond quickly when someone cancels a shift or doesn’t clock in • Answer calls from clients and caregivers using the VoIP system • Update records and case notes in WellSky (we’ll train you for it) • Work with the ops team to flag issues and make sure staffing stays smooth • Conduct regular check-ins and evaluations with caregivers • Generate weekly reports and keep leadership in the loop

• provide comprehensive administrative support, including managing emails, calendars, and CRM systems • assist in document preparation and organization related to real estate transactions • collaborate with the Transaction Coordinator, run reports (e.g., CMAs), and handle transaction-related duties as needed • stay in touch with clients and follow up after sales via email to maintain high service standards • ensure ongoing client engagement through consistent and organized communications • maintain accurate records of client interactions and transaction information • oversee and maintain client data in the CRM, ensuring it is accurate and up to date • track and update client birthdays and house anniversaries • segment client data to send targeted email marketing to the appropriate audience • work closely with team members to support administrative needs, ensuring smooth communication and workflow • assist with other operational tasks as needed