• Managing email workflows • Handling high-volume admissions correspondence • Providing vital operational support during busy application periods • Maintaining momentum on key projects • Organizing administrative workflows • Supporting our team's day-to-day needs

• Manage and prioritize multiple email inboxes across business and personal accounts, monitor incoming communications, and draft responses as needed. • Coordinate calendars, schedule meetings, manage invitations, and ensure deadlines and appointments are accurately tracked across multiple business entities. • Organize and maintain digital files, documentation, and project priorities using Google Workspace. • Support administrative reporting, data entry, document preparation, and process documentation to improve operational efficiency. • Assist with invoicing, invoice tracking, and routine operational and vendor follow-ups. • Handle personal scheduling and administrative coordination, including appointments and family-related logistics.

• Provide backend operational support across project administration, bookkeeping assistance, client follow-ups, and data management • Enter and organise receipts, invoices, and project-related documentation • Maintain accurate records across company systems and software • Support general administrative and data entry tasks • Ensure project information is updated and organised • Assist with data entry and record management within QuickBooks • Track invoices and support accounts administration • Maintain accurate financial records and documentation • Follow up with clients regarding outstanding invoices • Check in on estimates and proposals that have been sent • Provide professional and timely communication via email and phone • Maintain strong customer service standards • Assist with project administration and job tracking • Support estimate preparation and documentation • Proofread estimates and project-related documents for accuracy

• Serve as the first point of contact for clients via phone, email, CRM, and client portals. • Manage inbound and outbound client communications. • Respond to client inquiries professionally and promptly. • Provide excellent customer service while demonstrating empathy, patience, and professionalism. • Follow up with clients regarding outstanding requests, documentation, and open invoices. • Conduct discovery calls with prospective clients. • Identify client needs and determine appropriate services. • Answer basic accounting and tax-related questions. • Qualify leads and schedule strategy sessions when appropriate. • Maintain detailed notes and records within the CRM. • Coordinate client onboarding processes. • Update and maintain CRM records. • Assist with documentation, workflows, and standard operating procedures (SOPs). • Support administrative projects and operational improvements. • Help implement updates related to the firm's expansion into North Carolina. • Conduct warm outreach to existing leads and prospects already within the firm's ecosystem. • Follow up on inquiries generated through marketing channels and social media funnels. • Re-engage inactive leads and clients. • Support client retention and relationship-building initiatives. • Assist with client invoicing through QuickBooks. • Provide basic client reports upon request. • Track and follow up on unpaid invoices.