Treant

IT Support

• - Monitor and support network and infrastructure stability.
• - Coordinate with Lanworks on firewall and server issues.
• - Escalate complex incidents as needed.
• - Support Domain Controller administration.
• - Maintain File Server, Database Server, and Remote Desktop systems.
• - Perform routine system monitoring and maintenance.
• - Manage Microsoft 365 users, licenses, and SharePoint access.
• - Coordinate licensing requests with IT Weapons Inc.
• - Provide daily support for MedaPlus and Bos+.
• - Troubleshoot C# and legacy Visual FoxPro components.
• - Resolve production issues during business hours.
• - Support telecom systems and office hardware.
• - Coordinate printer and fax services with vendors.
• - Provide user support for hardware, software, and internet issues.
• - Escalate high-impact issues when necessary.
• - Execute setup and removal of user accounts, devices, and access.
• - Follow documented security procedures.

IT Support Specialist

Attorney

• Conduct outreach to lawyers across various practice areas, initiating contact to gauge their interest in transferring to a new firm.
• Engage in phone calls, emails, and other communication methods to build relationships and initiate discussions on potential partnerships.
• Understand the unique needs and career goals of lawyers to tailor conversations around firm opportunities and benefits.
• Identify and present opportunities within our client firms that align with the lawyers' professional objectives and expertise.
• Utilize CRM tools to track communications and manage potential leads through the outreach and interest-check process.
• Collaborate with legal firm partners to align lawyer candidates with the firm’s needs, ensuring a seamless transition.
• Provide insightful feedback and reporting on outreach progress, trends, and results to stakeholders.

U.S. Recruiter – Legal Outreach and Partnership Specialist

Bookkeeper

• Perform day-to-day bookkeeping using QuickBooks Online
• Enter and categorize transactions from bank feeds and manual sources
• Maintain accurate and organized financial records
• Support payroll-related entries and documentation
• Work with spreadsheets (Excel) for financial tracking and reporting
• Assist with data organization and light financial analysis
• Communicate clearly and ask questions when clarification is needed
• Gradually take on additional administrative or operational tasks as trust and familiarity grow

Recruitment

• Source and attract candidates through job boards, professional networks, and social media.
• Craft job descriptions that highlight company culture and attract qualified candidates.
• Screen resumes, shortlist candidates, and schedule interviews.
• Conduct interviews and communicate effectively with candidates throughout the process.
• Manage candidate expectations, timelines, and the onboarding process.
• Assist with recruitment reports and related administrative duties.
• Perform other duties as assigned.

Recruitment Specialist

Administrative Assistant

• Manage and prioritize inboxes; flag urgent emails and draft replies based on direction
• Calendar management, scheduling, and reminders
• Assist with task and project coordination (step-by-step execution of assigned projects)
• Organize files, documents, and digital systems
• Support real estate–related admin tasks (CRM updates, listing or deal-related documentation, follow-ups)
• Handle repeatable operational tasks once systems are in place
• Coordinate daily communication and status updates with the business owner
• Support lead handling and basic follow-up processes as systems evolve

Administrative Assistant, Part-time

Social Media Manager

• Audit and clean up existing social media profiles
• Rebuild and optimize profiles for brand consistency and credibility
• Develop a clear content and growth strategy across platforms
• Create and manage posts tailored to each platform
• Identify opportunities to attract followers, engagement, and inbound interest
• Assist in creating or coordinating landing pages and squeeze pages
• Align content with business offerings and future product launches
• Track performance and recommend improvements based on results
• Collaborate closely with the business owner on messaging and positioning

Social Media Strategist – Part-time

Operations

• Review and organize information submitted by appointment setters
• Relay complete and accurate details to sales representatives in a timely manner
• Calculate service quotes using a simple pricing model provided by the company
• Double-check data, numbers, and inputs for accuracy before quotes are issued
• Identify missing information, discrepancies, or errors and proactively flag them
• Support the overall sales process by improving clarity, speed, and reliability of internal handoffs
• Maintain clear documentation and internal records related to quotes and sales support
• Collaborate closely with the sales and operations teams to ensure smooth workflows

Sales Operations Assistant

Sales

• **Key Responsibilities:**
• - Make outbound calls to prospects and follow up on leads
• - Handle inbound inquiries and respond professionally via phone, email, or chat
• - Build rapport with potential clients and clearly explain our services
• - Update and manage lead information in the CRM
• - Support the sales team with scheduling calls, follow-ups, and basic reporting
• - Meet daily and weekly activity targets
• - Coordinate with internal teams to ensure smooth handoffs and accurate information

Junior Sales Associate

Financial Planning and Analysis

• - Lead the setup, configuration, and ongoing optimization of **NetSuite Planning and Budgeting**
• - Build and maintain financial models for budgeting, forecasting, and long-range planning
• - Develop and deliver accurate financial reporting to support leadership decision-making
• - Analyze ARR metrics, revenue forecasts, and performance trends
• - Partner with cross-functional teams to align financial planning with business strategy
• - Improve FP&A processes, controls, and reporting accuracy post-ERP migration
• - Support executive leadership with insights, dashboards, and financial presentations

Financial Planning and Analysis Lead

Executive Assistant

• - Input and maintain client data using Google Sheets (or a CRM if implemented later)
• - Organize client stages, pipelines, and follow-up touchpoints
• - Track important dates such as client birthdays and milestones
• - Ensure client information is accurate, up to date, and well organized
• - Manage and organize files in Dropbox
• - Review client documents (e.g., driver’s licenses, IDs)
• - Accurately enter document details into required forms
• - Maintain clear and consistent folder structures
• - Handle general backend admin tasks to keep operations running smoothly
• - Assist with form completion and data verification
• - Support day-to-day organizational needs as they arise
• - Create simple graphics in Canva using existing templates
• - Assist with light visual updates or admin-related design needs