Administrative Assistance
Day-to-day admin
- Inbox triage & email replies
- Calendar management & meeting coordination
- Document prep: letters, forms, proposals, agreements
- File organization (Google Drive, OneDrive, SharePoint, Dropbox, etc.)
- Data entry & list maintenance (vendors, customers, contacts)
Financial Admin (Non-bookkeeping)
- Accounts payable support (bill entry, approval routing, payment scheduling)
- Accounts receivable support (invoice prep, reminders, light collections)
- Receipt/chase & documentation tracking for expenses and grants
- Vendor onboarding (W-9 collection, insurance certs, ACH forms)
Operations support
- SOP creation & process documentation
- CRM updates (tags, notes, follow-ups)
- Project & task tracking
- Light HR admin: onboarding checklists, PTO tracking, policy docs
Nonprofit & grant friendly admin
- Grant calendar maintenance & deadline reminders
- Document gathering for grant/loan applications
- Budget, vendor, and impact data collection from departments