Table of Contents
OPENING RESPONSIBILITIES #
- If you are the first to arrive secure the front entry gate.
- Lobby doors unlock at 8:00am.
- Turn on the music.
DAILY RESPONSIBILITIES #
- Conduct daily meeting follow-ups with management.
- Listen to and return voicemails.
- Copy all “info” emails into the timelines.
- Address info emails accordingly.
- Enter web inquiries into the system and follow up with them.
- Make phone calls/send text reminders to clients scheduled for the following day.
- Send continuous update emails to the account manager (before lunch and before leaving for the day).
PROCESS WORK #
- Scan receipts.
- Enter custom fields.
- Create procedures.
- Close open tickets.
- Close non active clients
- Additional work may be assigned as needed.
CLOSING RESPONSIBILITIES #
- Lock any sensitive information in your desk drawer.
- Lock the computer screen.
- Ensure the outside front door is locked (push on it).
- Close the blinds.
- Turn off the music.
- Send your daily recap email to management.
- If you are the last person here, close the front gate.
