Operations & Strategic Planning
Leading day-to-day operations, strategic research and planning, SOP creation and company manuals, so systems run well and teams stay aligned.
CRM & Systems Management
Building and managing CRM systems, Notion workspaces and ClickUp boards that keep a business organized and productive.
Transaction Coordination
Keeping each deal organized from contract to close so agents can stay in front of clients instead of buried in paperwork.
Luxury Travel Coordination
End-to-end travel support for high-net-worth clients, from the first hotel quote to the post-trip follow-up.
Legal & Compliance Support
Contractor agreements, government and state documentation, LLC formation, insurance coordination and regulatory compliance.
Real Estate & Lead Generation
Prospecting buyers and sellers, MLS research, listing presentations and reports, and follow-up with leads.
Social Media & Marketing Content
Content creation in Canva, account management, engagement moderation and content strategy that attracts leads.
Executive Administration
Calendar and email ownership, scheduling, research, data entry and end-to-end administrative support.