Data & Document Organization VA

I need reliable support tidying up the administrative side of my business. Your main focus will be sorting existing client records and project files so everything sits in a clean, date-based structure that I can reference quickly whenever a client calls or a project milestone comes up.

Here’s what the job looks like day-to-day: gather every file I drop into a shared drive, check it matches the naming convention I’ll provide, and file it chronologically inside clearly labelled folders. As you move through the backlog, note any missing paperwork in a simple tracker so I can chase it up. When new documents arrive, you’ll add them to the same archive and keep the tracker current.

Deliverables
• A well-structured folder system with all client records and project files sorted strictly by date
• A running spreadsheet (or Airtable view, if you prefer) that logs file name, location, and any gaps found

I’ll supply the storage platform credentials and the initial folder map; you bring strong attention to detail, solid file-naming discipline, and the habit of double-checking dates before you hit save. Once the first batch is complete we can extend the collaboration into light data collection and other admin tasks, but the immediate goal is a neat, fully dated archive I can trust.