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.
