Check Off Your List

Executive Assistant

• Assist clients as directed
• Maintain client relations and refine internal processes supporting COYL and clients
• Manage communication between clients’ upper management and employees
• Liaise with internal and external executives on projects and tasks
• Plan and orchestrate work to meet client priorities and organizational goals
• Supervise administrative aspects of real estate transactions from executed purchase agreement to closing
• Review contracts, disclosures, and addendums for accuracy and submit them for file compliance
• Coordinate communication among agents, clients, lenders, title officers, and inspectors
• Track inspection, loan approval, appraisal, and other contingency deadlines
• Open escrow and manage earnest money deposits
• Input client information into CRM and transaction management software such as DocuSign, SkySlope, and Dotloop
• Manage clients’ professional and personal needs
• Track detailed records in the timekeeping system
• Coordinate complex scheduling, calendar management, and information flow for senior executives
• Arrange client travel, including hotels, transportation, and meals
• Perform administrative and office support, including typing, dictation, spreadsheets, faxing, filing, and contact database maintenance
• Maintain professionalism and strict confidentiality
• Organize client communications and answer phones
• Plan client events
• Respond to requests within a maximum of 4 business hours
• Navigate competing priorities while multitasking
• Perform other tasks as needed

Explore Executive Assistant at Check Off Your List. Review requirements and application details.

Bookkeeper

• Maintain multiple QuickBooks files by entering transactions
• Reconcile bank, credit card, line of credit, and other accounts in QuickBooks
• Audit vendor and customer accounts for accurate A/P and A/R
• Provide accurate financial statements
• Obtain necessary documentation to ensure transaction accuracy
• Support small businesses in reaching financial goals through consistent support and reminders

Explore Part-Time Bookkeeper at Check Off Your List. Review requirements and application details.