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)