• Bill paying; business & personal

• Bookkeeping; business & personal

• Calls; business & personal

• Compile data creating reports and/or spreadsheets

• Copy editing

• Customer Service

• Database

• Email; handling most and forwarding to the client just those which need his/her attention

• Expense Reports; domestic & foreign

• Invoicing & payment follow up

• List managing; listserv, autoresponders (BlueHost, 1AutomationWiz)

• Manuscript typing

• Mass Mailings

• Meeting handouts; creation, formatting

• Organization; email, voice mail, general office, personnel

• Personal; supporting busy families with scheduling, arrangement of services, medical appointments, personal care

• PowerPoint; creation/design, formatting, updates

• Product deliveries; schedule and coordinate with follow-through tracking of shipment delivery

• Proofreading

• Purchase; cards, gifts for customers/clients, family, friends

• Reminder service; appointments, birthdays, deadlines, and when to make follow up calls

• Renewal of professional organizations/services

• Research; any topic with a report of the findings

• Scheduling; meetings, services - business & personal

• Travel; business & personal including air, hotel, rental car, rail, cruise, restaurant

• Vendor relations; create & manage

• Voice mail checking; landline, office, cell

• Customize; form letters, correspondence, marketing collateral

• Newsletter; design, creation, updates (ConstantContact, MailChimp, 1AutomationWiz, eMailnetworks)

• Promotional collateral; business cards, business stationery, brochure

• Social media; creation, posting, updates

• Website; design, updates, maintenance

• Coordination/set-up of; workers, lighting, electrical, product shipping

• Agenda; create & distribute

• Create; name tags/badges

• Gather information & pricing; facility, parking costs, amenities

• Handle; sign-up’s, create sign-in sheet

• Identify location; availability, pricing, what’s included (and what's not!)

• RFP; complete & submit

• Work with facility on; room set up, food & beverage, AV equipment

• Coordinate & ship client book(s) (if applicable)

• Point of contact for speaker bureau (if applicable)

• Pre-call set-up with hiring organization

• Set-up of client interviews

• Travel & Itineraries; coordinate travel to hotel & event location, points of contact, meeting schedule, event speaker timing & location of speech/book signing

Expert in the initial application an annual renewal application process to be a Continuing Education provider with:

• International Coaching Federation (ICF)

• National Board of Health & Wellness Coaches (NBHWC)

• American Psychological Association (APA)

• California Board of Behavioral Sciences (CA BBS)

• National Association of Social Workers (NASW)

• National Board of Certified Counselors (NBCC)

• Various U.S. State boards