Executive Assistant

Manage the CEO’s calendar and schedule appointments

Organize Zoom/virtual meetings and send reminders

Respond to emails and manage the inbox efficiently

Onboard new clients with welcome emails and intake forms

Track sessions and follow-ups in the CRM (e.g., Mailchimp, GoHighLevel)

Manage mentorship and consulting client communications

Create and organize SOPs, branded PDFs, and digital assets

Prepare slide decks and documents for live sessions or launches

Maintain organized Google Drive and Dropbox folders

Schedule social media posts using content calendars and tools

Respond to DMs and comments with basic inquiries or FAQs

Upload new offers and digital products to platforms like ClickFunnels or Teachable

Send invoices and payment links using Stripe or PayPal

Monitor transactions and send reminders for overdue payments

Assist with basic reporting on sales, engagement, and funnel performance

Maintain confidentiality and professionalism in all communications

Proactively anticipate the CEO’s needs and handle tasks independently

Coordinate with vendors, partners, and other tea ---------- mbers as needed