Tracey Jowers, Virtual Assistant
Executive - Personal Assisting
Tracey Jowers, Virtual Assistant Services
Event - Project Management
Planning of meetings and conferences, manage personal and business email and calendar, including reminder services; schedule all modes of travel and prepare itinerary. Arrange hotels, transportation, dining and recreation. Act as a liaison on behalf of Client, should complications arise while traveling.
At Tracey Jowers, Virtual Assistant, I provide my customers with high quality Administrative Assistant services, personalized for their unique needs. If you are a small business owner with an endless list of "To Do's", let me help you lighten your workload. As a Virtual Assistant, it is my job to help you complete tasks that you never seem to find the time to do, or that you don't care do to yourself.
Fundraisers, workshops, and conferences, from the initial planning stage to the full completion of event. Arrange venue, vendors, catering, cold-calling for auction items, in-kind and monetary donations, coordinate printed materials, audio/visual equipment, sponsor and media relations outreach, event social media management, organize and oversee volunteers, from set-up to tear-down.
Transfer manual bookkeeping to computerized system, manage multiple bank accounts, to include lines of credit, credit card and installment loans, bank account reconciliation, full scope AP, AR and Payroll, review and balance expense reports. budget planning, cost review and containment, create financial reports for business accountant, prepare financial reports for lenders.
Construction Administration Support
Schedule contractors, construction and renovation materials sourcing, pricing and ordering, manage business accounts to include General Liability Insurance, Bonding, Storage Facilities for equipment and materials, answer phones, gather lead information for quoting new projects, record customer quotes, and follow-ups, customer invoicing, pay sub-contractors and vendors.
Paralegal - Legal Assistant
Draft attorney engagement agreement, draft corporate and estate planning documents, draft client correspondence, SOS filings, liaison with clerk of the court, record legal documents, research, client intake, conflicts checks, open new client files, set up clients in billing system, enter expenses, time, and prepare client billing for attorney review. Post trust account and operating account payments, reconcile bank account balances, save client and accounting documents to file, manage business contacts.
General Office Administration
Customer service, job postings, conduct preliminary interviews and recommend candidates, managing business contacts, preparing spreadsheets for record-keeping and comparison purposes, letter transcription, composition and editing, graphic design for brochures, newsletters, business cards, educational materials, and social media postings, and managing social media sites.
Real Estate Agent Support
General Administrative support to include scheduling clients, showing, mapping routes for Agent, gathering documents, coordinate transactions through BackAgent, Propertybase, Salesforce and Dotloop, community outreach to gather materials to assemble relocation packets, shop and deliver client gifts, real estate photography services.
"Work smarter, not harder"