Adaptive Teams

Executive Assistant

• Own executive calendar management, scheduling, inbox organization, and daily priorities
• Drive projects from kickoff to completion, ensuring nothing falls through the cracks
• Follow up proactively with team members, vendors, and clients until commitments are completed
• Handle administrative tasks quickly, accurately, and independently
• Coordinate meetings, agendas, notes, and action items
• Prepare reports, presentations, spreadsheets, and business documents
• Document processes and continuously improve operational systems
• Identify inefficiencies and implement smarter workflows
• Manage confidential information with professionalism and discretion
• Answer client and vendor calls with confidence and excellent communication
• Assist with occasional errands or special projects as needed
• Track project progress and KPIs, providing consistent updates to leadership

Executive Assistant – CEO, Real Estate

Bookkeeper

• Maintain accurate, up-to-date bookkeeping records throughout the month
• Reconcile bank, credit card, and financial accounts monthly
• Prepare and maintain Profit & Loss statements, Balance Sheets, and cash flow reporting
• Monitor Accounts Receivable and track outstanding customer payments
• Follow up on overdue invoices and maintain customer account balances
• Process vendor bills and manage Accounts Payable activities
• Schedule and execute vendor payments while monitoring due dates
• Track cash position, recurring obligations, loan payments, and credit card balances
• Proactively identify and communicate potential cash flow or liquidity concerns
• Process customer orders and ensure payments are accurately recorded
• Execute outgoing payments and maintain transaction accuracy
• Process payroll for a small team
• Assist with ACH setup, vendor maintenance, banking administration, and financial documentation requests

Bookkeeper – Financial Operations Specialist

Lead Generation

• Build and optimize lead generation funnels across multiple channels
• Use AI tools to improve marketing workflows, automation, and campaign performance
• Launch, test, and refine outbound and inbound growth campaigns
• Track funnel performance and identify conversion bottlenecks
• Create and manage lead nurturing systems and follow-up sequences
• Collaborate on positioning, messaging, and growth strategy
• Analyze campaign data and turn insights into action
• Continuously experiment with new AI-driven marketing tactics and tools

Adaptive Teams

Executive Assistant – CEO, Real Estate

Bookkeeper – Financial Operations Specialist

Bookkeeper – Financial Operations Specialist

Bookkeeper – Financial Operations Specialist

Bookkeeper – Financial Operations Specialist

Growth Lead Generation Strategist

Growth Lead Generation Strategist

Growth Lead Generation Strategist

Growth Lead Generation Strategist

Growth & Lead Generation Strategist