
Administrative
•Monitors and responds to mail, voice mails and emails regularly.
•Maintain updated customer lists and information.
•Answer and direct phone calls.
•Contact customers as directed.
•Organize and file project information (change orders, contracts, correspondence).
•Preform biweekly payroll (including providing time tracking information).
•Assist office staff in coordinating projects.
•Prepare correspondence.
Accounting
• Send all invoices to customers, follow up for payment.
• Make bank deposits, collect all revenues.
• Review all expenses for accuracy.
• Notify Operations Manager of required payments and make payments according to guidelines.
• Reconcile bank statements monthly. Ensure all revenue and expenses are categorized.
• Prepare checks and obtain signatures.
Gratitude
• Being thankful and appreciate each other’s abilities and work.
• Say Thank You.
Respect
• Be able to understand and follow directions.
• Professional
• Team Player
• Treat others as you want to be treated.
Authenticity
• Reliable
• Lead by example.
• Acts like Him/Herself
Continual Improvement
• Quick Learner
• Hard Working
• Attention to detail.
• Be able to learn from and not repeat mistakes.
• Take on new tasks from day to day.
Integrity
• Honest
• Good Moral
• Do what is right.
• Don’t hide mistakes
Within Your Company:
President
Project Manager
Administration
Team Members
External to Your Company:
Clients
Marketing Team
Vendors
Delivery