Ensuring seamless coordination between schedules and calendars for family and staff
Very detailed calendar entries
Entering necessary compliance forms for personal trading and political contributions
Phone coverage and maintenance of ongoing spreadsheet with call info
Documenting scheduled meetings in the calendar, via individual emails, during weekly admin meeting agenda, and ongoing spreadsheet detailed daily.
Put together a daily package at the end of each day (including calendar, call list, meetings list, meeting materials for the next day, printed emails, printed daily financial reports, printed research, and mail – ensure precise organization of all items)
Heavy monitoring of SAT’s email, pulling and printing relevant correspondence and research reports.
Extensive pulling and printing of daily research, including regularly scheduled reports, specifically selected reports, and occasional research packages on companies
- Includes a daily package of printed email titles and research titles pulled from various sources, which SAT will then select specific items to print
- Will need to coordinate the shipping of the package when SAT is traveling