Executive Assistant

Monitor client inquiry emails daily, log details into our system, and organize leads by date and type. Gather job information from client communications, create checklists, and flag incomplete data before quotes reach estimators. Establish organized job file folders, fill out briefs with scope and budget, and share files with relevant team members. Track active jobs, log variations, collect signed completion documents, and update files with progress. Generate invoices, compile supporting documentation, send them to clients, and track payment status in Xero.