Tripoint Administrative Services, a woman -owned business.
Capabilities list
Customer Relationship Management
- Database management
- Relationship management
- Postcards
- Birthday cards
- Anniversary cards
- Thank you cards
- Reminders for upcoming appointments
- Reminders for upcoming renewals
Calendar Management
- Coordinate Multiple Calendars
- Schedule appointments
- Send out Zoom invitations
Email Management
- Marking emails in order of importance
- Writing emails to clients and/or team members
Member Management (if your industry is member driven)
- Keep an updated list of active members
- Receive and document payments
- Email reminders for renewals
Project Management
- Communicate with teams and clients on a regular basis
- Log progress in programs such as Monday/Trello
- Coordinate client and team meetings
- Quality Assurance
- Ensure deadlines are met
Miscellaneous Tasks
Data Entry
Create and format weekly/monthly reports
Corporate Event Coordination
Meeting Planning
Newsletters:
- Constant Contact
- MailChimp
Simple website updates (copy, images)
Proficient in Microsoft Office applications
PowerPoint presentation creation
Able to have phones forwarded for answering
Taking notes and minutes in meetings
Preparing documents for meetings and distribution
Social media posting
QuickBooks
Expense Reports
Invoicing
AP & AR
Rent Roll
Any other duties that may be assigned by client