MeisterIT Systems

Executive Assistant

• Coordinate handoffs from POSH Virtual Receptionists and monitor new client inquiries via Clio Grow
• Conduct follow-up intake calls as needed to confirm eligibility, missing details, or signed documentation
• Gather key case details for attorney and case manager review
• Ensure all forms, fee agreements, and supporting documents are received and properly uploaded
• Schedule attorney review calls and maintain timely updates in Clio Grow
• Send, track, and follow up on fee agreements and correspondence
• Work with the Case Manager to complete and submit required VA forms
• Upload signed forms and maintain accurate, organized records
• Manage the attorney’s calendar and support billing and operational tasks
• Prepare client correspondence and maintain compliance with VA policies

Executive Assistant – Law Firm

• Manage and maintain the CEO's calendar, scheduling appointments, meetings, and travel arrangements.
• Assist with preparing reports, presentations, and correspondence for the CEO and Executive Assistant.
• Handle incoming calls, emails, and inquiries, directing them to the appropriate parties and ensuring timely responses.
• Assist with other administrative tasks and special projects as assigned.
• Conduct research on various topics as requested by the CEO and Executive Assistant.
• Compile and analyze data, preparing summaries and reports to support decision-making.
• Assist in gathering information for presentations, speeches, and other communication materials.
• Organize and maintain research databases, files, and documentation.
• Conduct thorough research to identify available college scholarships in the United States.
• Stay updated on new scholarship opportunities and changes to existing ones.
• Assist applicants in understanding the requirements and eligibility criteria for various scholarships.
• Keep track of scholarship application deadlines and submission requirements.
• Guide applicants through the application process, including filling out forms, gathering necessary documents, and submitting materials.
• Provide support to applicants in preparing for scholarship exams, writing essays, and meeting other requirements.
• Offer resources and strategies to help applicants excel in scholarship-related assessments.
• Ensure that all application requirements, such as transcripts, recommendation letters, and personal statements, are completed accurately and submitted on time.
• Assist applicants in obtaining and organizing required documentation.
• Maintain regular communication with applicants to provide updates, answer questions, and address concerns.
• Conduct ongoing conversations to ensure that the application process is progressing smoothly and all necessary steps are being followed.

Virtual Assistant – Administrative and Research

• Administrative work: research, data gathering, and report preparation; scheduling; email management
• Add, cancel, or change appointments; resolve scheduling conflicts; coordinate daily schedules
• Prepare documents for meetings; update PowerPoint presentations
• Manage client social media accounts and create content using Canva and MS Office
• Use Mailchimp and other email marketing tools; manage email campaigns
• Use Dubsado system for client management
• Maintain and update website photos, content, and offers
• Handle inbound and outbound calls and personal errands as requested
• Help create monthly subscription offerings