Responsabilities:

• Make appointments to get both of our cars serviced.
• Review my inbox, answer questions where possible, make appointments, and bring emails that require my attention to my attention.
• Develop a workflow that will allow them to assist with financial tasks (like data entry, dealing with customer service, and downloading & filing K1s, statements, and other communication) while maintaining my financial security and identity protection.
• Ordering new furniture for our condo is St. Thomas (or at least streamlining the process)
• Researching and scheduling activities, vacations, and other outings.
• Send me reminders and schedule household maintenance items like water softner and AC service.
• Finding 3rd party talent on Fiverr or other platforms for unique tasks that are outside of their area of expertise
• Use chat GPT to research what needs to be in a trust document and create a draft of a trust for an attorney to review.
• Making social media posts for Routine Rebel
• Making a menu and building a recipe book (complete with Macro counts) for our family

Software experience:

• Google stuff for sure.
• I'm currently looking for a software to manage my personal finances. I think Quicken is looking good, so they would either need to know how to use that, be willing to learn, or have expertise in another similar software that I can use instead.
• It would be a plus if they knew how to use wordpress, had social media experience, or new how to use graphic design software - however these are plusses (nice to haves) and not required.