ClearDesk

Executive Assistant

• manage the firm’s e-services inbox through the Connecticut Judicial Branch website, reviewing and organizing all incoming items (typically around 19 per day)
• add new court events, filings, and hearings to the firm calendar, ensuring all details are accurate and conflicts are identified promptly
• review existing calendar entries to check for potential scheduling overlaps, rescheduled events, or cancellations, and resolve conflicts by coordinating directly with defense counsel or other involved parties
• file necessary paperwork or requests with the court to formally resolve scheduling conflicts or confirm updated hearing dates
• maintain constant communication with attorneys and team members to ensure everyone is aware of upcoming cases, deadlines, and court appearances
• manage general scheduling support, including attorney conferences, client calls, and internal team meetings
• handle professional phone communications via RingCentral — including answering and returning calls, leaving personalized outgoing messages, and assisting with client inquiries when needed
• collaborate with the team through MS Teams and WhatsApp for updates, quick check-ins, and escalation of time-sensitive matters
• organize, label, and store case documents using Filevine, Microsoft Workspace, and OneDrive to ensure easy access and version control
• support filing, document preparation, and general administrative duties to help streamline the office’s daily workflow
• take on special projects or administrative initiatives as assigned, helping to improve internal systems or assist with firm growth initiatives
• follow up with attorneys to confirm availability and ensure all court or client commitments are properly reflected in the shared calendar
• communicate professionally with court personnel or opposing counsel when clarification or coordination is required
• report directly to Kali for administrative tasks and escalate issues or scheduling concerns to Matthew as needed
• use VPN access securely to manage activities on the Connecticut Judicial Branch’s website and other court-related platforms

Legal Executive Assistant – Legal Support, Coordination

Customer Support

• Activate solar systems for homes and businesses, ensuring they are approved and ready to operate
• Monitor system performance and investigate problems by checking alerts and reports from platforms like Enphase and SolarEdge
• Create and review reports to track performance issues, production drops, and other system concerns
• Maintain systems that need further investigation or are being watched for issues
• Map out new solar system setups on Enphase and SolarEdge
• Create login sheets and setup information for customer systems
• Set up accounts for report systems and manage those reports
• Clean up old or duplicate records to keep data accurate

Monitoring Support Specialist – Clean Energy Operations

Marketing

• Manage end-to-end lease administration, including preparing, reviewing, and sending lease agreements, addendums, and extensions for signature through DocuSign; ensure accuracy of dates, amounts, and names
• Monitor and track maintenance work orders from start to finish: assign vendors, follow up on progress, hold vendors accountable, and provide regular status updates to tenants and owners
• Serve as primary point of contact for tenants, owners, and vendors via email, phone (Dialpad), and text; ensure timely responses and clear communication
• Organize and maintain HOA documents and notices, ensuring files are up to date in Dropbox and communications are forwarded promptly to tenants
• Support owner and tenant relations by addressing inquiries, escalating urgent issues, and providing proactive follow-up until resolution
• Coordinate with owners regarding lease renewals, outstanding documents, and property updates, ensuring deadlines are met
• Conduct social media and marketing support, creating targeted posts aligned with business goals to attract new property management clients
• Monitor industry tools and identify opportunities to improve processes, including adopting new features or integrations that increase efficiency and responsiveness
• Maintain accurate records across systems (Dropbox, DocuSign, MLS, Zillow, CAR forms, Microsoft Suite)
• Implement time-blocking methods to ensure consistent attention to core tasks such as maintenance tracking, lease follow-ups, and owner communications

Property Management Assistant – Admin and Marketing Support

Bookkeeper

• Manage weekly billing for services and payroll for caregivers, ensuring accuracy and timeliness
• Maintain financial records in QuickBooks, including accounts payable/receivable and reconciliations
• Process payroll through ADP, staying compliant with schedules and deadlines
• Use WellSky to capture billing and payroll data
• Communicate with office staff to process transactions, review accounts, and finalize billing tasks
• Support backlog and catch-up tasks caused by prior inconsistencies in bookkeeping
• Ensure reliable availability for recurring weekly tasks without delays
• Collaborate with supervisors on hours, progress, and financial tracking
• Assist with system transitions, such as moving to QuickBooks Online if needed

Bookkeeping and Payroll Coordinator

• Process invoices in Bill.com or QuickBooks Online
• Track and reconcile credit card transactions and receipts
• Manage payroll processing (weekly hourly + semi-monthly salary payroll)
• Monitor employee vacation and leave requests in Monday.com and Google Sheets
• Record and track staff expense reimbursements
• Perform regular bank reconciliations
• Enter and manage revenue and receivables; prepare and post journal entries
• Record debt service payments and payroll allocations
• Support preparation of nonprofit financial statements (Statement of Activities, cash flow analysis, etc.)
• Provide accurate, timely financial data to leadership and the fractional CFO
• Research and resolve discrepancies and improve processes

Legal Executive Assistant – Legal Support, Coordination

Monitoring Support Specialist – Clean Energy Operations

Property Management Assistant – Admin and Marketing Support

Bookkeeping and Payroll Coordinator

Bookkeeper

Finance and Billing Associate