Officer Manager/Executive Assistant

1.1 Schedule Management

• Calendar Management:
• Meeting Coordination

1.2 Communication

• Email and Correspondence:
• Phone Management:

1.3 Travel Arrangements

• Travel Planning:

2. Office Management

2.1 Administrative Support

• Documentation:
• Office Supplies:
• Pick up Mail from office mailbox 

2.2 Event Planning

• Event Coordination:
  • Organize and manage events, including meetings, conferences, and company functions.
  • Coordinate logistics, invitations, and follow-up tasks.
• Vendor Management:
  • Liaise with vendors and service providers for event planning and office needs.

3. Project Support

3.1 Task Management

• Project Tracking:
  • Assist in tracking and managing project timelines and deliverables.
  • Provide regular updates and reports to the executive.
• Team Coordination:
  • Facilitate communication and coordination among team members and departments.

4. Personal Assistance

4.1 Personal Tasks

• Personal Errands:
  • Handle personal tasks and errands for the Ryan as needed, such as scheduling personal appointments.
• Confidential Matters:
  • Manage sensitive personal information with discretion and confidentiality.

5. Communication and Reporting

5.1 Internal Communication

• Quickbooks Data entry :
  • Act as the primary point of contact between the executive and other stakeholders.
  • Ensure timely and accurate communication of information and updates.

5.2 Reporting & Commissions

• Commission Tracking:
  • Prepare monthly commission statements for all producers and account managers who are owed commissions (will work on getting you carrier access)
  • Assist with Benelinx (Salesforce) data entry

6. Professional Development

6.1 Skills Improvement

• Training:
  • Pursue ongoing professional development opportunities related to office management, technology, and executive support.
• Feedback:
  • Seek and act on feedback to continually improve performance and effectiveness.

6.2 Innovation

• Process Improvement:
  • Identify opportunities to streamline processes and improve efficiency in executive support.
• Technology Adoption:
  • Stay updated on the latest tools and technologies that can enhance productivity and office management.

7. Human Resources

7.1 New Hire Onboarding