Admin Services For You

If you are spending valuable time on paperwork, administration issues & tying up loose ends.......what opportunities are you missing?

My aim is to provide the services YOU ask for, if you don't see it - just ask!

Also check out Personal & Lifestyle Not For Profit Groups

 

       Administrative Support:

  • Drafting letters & communications
  • Preparing workplace documents
  • Managing calendar & appointments
  • Organising meetings
  • Making travel arrangements
  • Monitoring voicemail
  • File management (electronic)
  • Data entry
  • Creating reports
  • Generating forms & applications
  • Creating templates
  • Preparing slideshows
  • Building and/or managing databases
  • Online product/service research
  • Obtaining quotes for products/services
  • Preparing meeting agendas
  • Typing minutes of meetings
  • Sourcing & sending cards/ gifts
  • Personal online shopping
  • Creating spreadsheets
  • Creating computer files from paper files
  • Preparing for compliance/audits
  • Resumes & cover letters
  • Creating photo memory books & calendars

Customer Service - Relationship Management

  • Updating customer/ member records
  • Preparing for client reviews
  • Making appointments
  • Follow up customer calls
  • Following up on orders
  • Processing orders & shipments
  • Processing refunds
  • Chasing up outstanding payments
  • Client concierge i.e greeting cards

Email Management & Marketing

  • Email inbox organisation
  • Unsubscribing from unwanted promotional lists
  • Drafting email communications
  • Creating & managing email contact lists
  • Setting up email distribution lists (i.e for newsletters, bulk emails)
  • Designing email templates (i.e for regularly used emails)
  • Setting up auto responders
  • Creating & managing email newsletters

Bookkeeping

  • accounting software packages such as MYOB, Xero, Quick Books, Reckon, Cash Flow Manager, Sage, Wave
  • Facilitate BAS services with ABN BAS Pty Ltd
  • Installing computer accounting software programs
  • General training in the use of computerised accounting software
  • Accounts payable & receivable
  • Preparing bank reconciliations
  • Creating, preparing & sending invoices
  • Financial management

Human Resources

  • Updating employment records
  • Preparing staff induction documentation
  • Preparing annual staff review documentation
  • Post position vacant advertisements
  • Receive & review applications
  • Narrow selections & schedule formal interviews
  • Contacts references
  • Prepare formal letters of offer
  • Data entry of time sheets into payroll software
  • Recording employee Superannuation choices
  • Preparing employment separation certificates

Real Estate Industry Support Services:

  • Following streamline procedures from offers through to settlement
  • Regular follow ups with vendors, purchases, lenders & solicitors
  • Preparation of listing agreements
  • Uploading & managing listings
  • Basic website management
  • Advertising
  • Preparing vendor reports
  • Trust account receipting & reconciliations
  • Creating newsletters & brochures
  • Managing your social media
  • Mail merges & postal mail outs
  • Sourcing & sending cards/ gifts
  • Processing rental applications
  • Preparing lease agreements
  • Coordinating property maintenance
  • Landlord correspondence, inspection reports & statements

Lending Support Services:

  • Loan preparations & processing
  • Gathering outstanding documents
  • Lender research
  • Valuation ordering & follow ups
  • Follow ups & updates from application stage through to approval & settlement stages with all key stakeholders  i.e clients, lenders, valuers, real estate agents & solicitors
  • Post settlement documentation & client testimonials

Financial Planning & Insurance Support Services:

  • Client account administration
  • Preparing forms & applications
  • Processing switches, add-ons and amendments
  • Transcribing client file notes or other dictations
  • Client mail outs & correspondence
  • Making investment & policy review appointments
  • Preparing client review documents
  • Researching, comparisons, list building
  • Following through insurance applications & any outstanding requirements
  • Confirming correct lodgement of investments

Farmer Support Services:

  • Financial management & bookkeeping
  • Creating & ongoing management of livestock herd records including NLIS database transactions
  • Implementing & ongoing maintenance of chemical registers & licensing information
  • Preparations for auditing & compliance checks i.e LPA, MSA, other regulatory organisations
  • NVD compliance & storage
  • Assistance using Auctions Plus

Let's do it

 

Transforming the complex to the simple, is pure genius.

Doris P Johnson

 

 

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