Services & Offerings

HIGH-LEVEL PROFESSIONAL SUPPORT

✔ Calendar and schedule management

✔ Email inbox organization and response handling

✔ Travel coordination (domestic and international)

✔ Meeting preparation and follow-up (agendas, notes, action tracking)

✔ High-level administrative support for executives and business leaders

✔ Research and information gathering and report summaries for decision-making

✔ Vendor and stakeholder communications        

✔ Discreet personal assistance for high-net-worth individuals 

OPERATIONS CONSULTING & EXECUTION

✔ Light bookkeeping (expense tracking, invoice management, financial organization)

✔ Process improvement and workflow optimization

✔ Implementation and management of productivity tools (e.g., Trello, Asana, Notion)

✔ SOP (Standard Operating Procedure) documentation and refinement

✔ Internal communications support (newsletters, reports, team updates)

✔ CRM and database management

✔ Vendor and contract management

✔ Remote team coordination and administrative process support 

PROJECT & EVENT MANAGEMENT

✔ Small to medium-sized corporate events, retreats, fundraisers, and milestone celebrations

✔ End-to-end event planning (venue selection, logistics, catering, tech setup)

✔ Day-of-event coordination (remote or on-site, with travel billed separately)

✔ Post-event evaluation and process improvement recommendations

✔ Special project execution (business initiatives, internal projects, ad hoc support)

✔ Strategic planning and execution for operational or administrative projects

✔ Oversight of project timelines, deliverables, and task delegation 

Titles That Align With My Services

Companies and individuals may refer to the services I provide using different titles. Here are examples of roles I fill on a part-time, remote contract basis:

Executive Assistant (Fractional or Freelance)
Strategic Executive Assistant (Operations & Event Planning)
Chief of Staff
Personal or Private Family Assistant
Operations Manager
Business Process Optimization Consultant
Operations Support Specialist
Event Planning Consultant
Corporate Event Coordinator
Project Manager (Operations & Admin)