Virtual administrative assistant.
Budget: $15 – $25 USD
Administrative assistant
Daily
• Daily team updates on schedule, changes, and their availability – Updates sent to owner. Use WhatsApp/ Microsoft teams.
• Answer emails and phone calls. Follow-up with walk throughs when complete.
• Ensure scheduled appointments are updated daily.
Weekly
• review with owner schedule so customers can be sent confirmation notifications. Schedule next appointment.
• Review open estimates
• BambooHR – Review applications – Phone interview/contacts – schedule second interviews with Owner or Supervisor – send job offer through Bamboo – Set up employees in QB’s and Bamboo – Email them onboarding packets and information for first day – Send Background Check email and save to folder after review and place in Bamboo - Set up separate time about a week in to get I9 documentation and any new hire paperwork that needs immediate attention.
• Be available to schedule meetings for Owner or complete any other tasks as needed such as creating templates or letters, emails, pretty much anything.
Monthly
• Send reports when complete to Owner and Business Mentor
• Schedule meeting with Owner, Business Mentor and/or Accountant to review monthly reports, budget, questions etc.
• Look for any opportunities for advertisement that are cost effective
Yearly
• Create a Word document yearly calendar of regular clients on their preferred day and frequency
• Take the Word document schedule and plan out next year’s 6 months and then second 6 months in QB’s (if an employee leaves or something is changed all that data could be lost so it needs to be correctly entered by series – second half of the year could go into unassigned)– Employees unavailable days also need put in as well.
Miscellaneous Items
• Review BambooHR Files on occasion to make necessary corrections to non-essential files that would not be required for auditing purposes as needed.
• Post and edit job descriptions for BambooHR
• Create baseline for performance evaluations for employees and maintain record keeping of the completed evaluations and keep record of employee’s availability.
Daily
• Daily team updates on schedule, changes, and their availability – Updates sent to owner. Use WhatsApp/ Microsoft teams.
• Answer emails and phone calls. Follow-up with walk throughs when complete.
• Ensure scheduled appointments are updated daily.
Weekly
• review with owner schedule so customers can be sent confirmation notifications. Schedule next appointment.
• Review open estimates
• BambooHR – Review applications – Phone interview/contacts – schedule second interviews with Owner or Supervisor – send job offer through Bamboo – Set up employees in QB’s and Bamboo – Email them onboarding packets and information for first day – Send Background Check email and save to folder after review and place in Bamboo - Set up separate time about a week in to get I9 documentation and any new hire paperwork that needs immediate attention.
• Be available to schedule meetings for Owner or complete any other tasks as needed such as creating templates or letters, emails, pretty much anything.
Monthly
• Send reports when complete to Owner and Business Mentor
• Schedule meeting with Owner, Business Mentor and/or Accountant to review monthly reports, budget, questions etc.
• Look for any opportunities for advertisement that are cost effective
Yearly
• Create a Word document yearly calendar of regular clients on their preferred day and frequency
• Take the Word document schedule and plan out next year’s 6 months and then second 6 months in QB’s (if an employee leaves or something is changed all that data could be lost so it needs to be correctly entered by series – second half of the year could go into unassigned)– Employees unavailable days also need put in as well.
Miscellaneous Items
• Review BambooHR Files on occasion to make necessary corrections to non-essential files that would not be required for auditing purposes as needed.
• Post and edit job descriptions for BambooHR
• Create baseline for performance evaluations for employees and maintain record keeping of the completed evaluations and keep record of employee’s availability.