METEOR

Administrative Assistant

• Act as the welcoming face and voice of the company, answering incoming calls and responding to messages
• Direct inquiries to appropriate internal team members and respond to basic questions using scripts
• Send follow-up emails/messages with requested documents and monitor reroute incoming messages from website, email, and social media
• Manage and update internal databases and contact lists, send/receive/organize documents and forms
• Assist with appointment confirmation, follow-up communication, and meeting prep
• Maintain digital filing systems and support internal processes and projects during low call-volume hours
• Ensure clients are prepared for meetings by sending pre-meeting checklists, confirming attendance, and tracking follow-ups

Receptionist / Administrative Assistant

Executive Assistant

• Protect executive time and streamline communications across personal and business channels
• Manage daily scheduling, appointments, and time blocks across multiple commitments
• Coordinate meetings with clients, contractors, vendors, and team members
• Review, triage, and organize emails; prioritize and flag urgent messages
• Draft or prepare responses and maintain clear communication workflows
• Hold daily morning syncs and provide end-of-day updates or summaries
• Support Anna’s personal brand, public presence, and visibility in external-facing initiatives
• Manage logistics and coordination for speaking engagements, podcasts, and webinars
• Track deadlines and ensure bios, headshots, slides, or deliverables are submitted on time
• Schedule preparation time for presentations and ensure calendar is aligned
• Maintain and organize Google Drive, Airtable, and SOP documentation
• Create logical and searchable folder systems for both personal and business use
• Track and store receipts for contractors, travel, and business expenses
• Maintain accurate records and contact data in Wealthbox CRM
• Liaise with podcast editor, marketing contractors, and other vendors
• Coordinate with internal financial planner to ensure timely prep and delivery of reports
• Confirm task completion and follow up on deadlines
• Work primarily in Google Workspace, Slack, Airtable, Zapier, Kajabi, and DocuSign
• Manage templates, automations, and publishing (e.g. newsletter via Kajabi)
• Schedule doctor appointments, school tasks, and coordinate with vendors or contractors
• Assist with administrative aspects of real estate (e.g. vendor scheduling, document storage)
• Maintain personal records and support other household admin needs as requested