operational services
ADMINISTRATIVE
- Managing emails and scheduling appointments
- Data entry and document management
- Creating and maintaining digital filing systems
- Answering client inquiries and customer support
- Preparing business forms and templates
- Setting up automation for routine tasks (e.g., email templates, invoicing reminders)
INVENTORY & SUPPLY CHAIN SUPPORT
- Tracking inventory levels and reordering supplies
- Maintaining inventory records in spreadsheets or software
- Creating purchase orders and managing deliveries
- Coordinating with vendors and suppliers
- Reconciling inventory reports with financial records
BUSINESS OPERATIONS & WORKFLOW
- Creating SOPs (Standard Operating Procedures)
- Helping streamline daily workflows and team task assignments
- Assisting with onboarding new team members (documents, system access)
- Managing recurring business tasks (renewals, licenses, etc.)
- Coordinating with third-party service providers
IT & TECH SUPPORT
- Setting up cloud-based tools (Google Workspace, Microsoft 365, QuickBooks, etc.)
- Helping manage access and user permissions
- Basic troubleshooting (email issues, file sharing, etc.)
- Coordinating with outsourced IT providers when needed
PROJECT & TASK COORDINATOR
- Creating project timelines and task lists
- Monitoring deadlines and deliverables
- Communicating with team members on project status
- Updating project trackers or dashboards
HUMAN RESOURCES SUPPORT
- Assisting with employee onboarding documentation
- Maintaining digital employee files
- Tracking time off and attendance logs
- Helping prepare payroll input data (before it goes to the bookkeeper or payroll service)