Susan’s Duties As Personal Assistant For Leading Advisor

You cannot reach an attractive level in your business or life until your business and life are simplified. Don’t even try. There more successful you are, the more there is to do. Success in 2017 will be a result of having a written vision, business plan and a business / personal to do list that you are going to delegate.

Here are Susan’s Personal Assistant Duties For Leading Advisor

• Booking personal care appointments: dinner, doctors, events, haircuts, spa etc.
• Cooking meals
• Deliver clothes to consignment store and drop-offs to clothing donation centre
• Grocery shopping, and delivering/putting away fresh groceries on the day of arrival after a business trip.
• Making up beds with clean bedding on the day of arrival after a business trip.
• Picking up and delivering dry cleaning
• Putting away clean laundry when you are not home
• Putting up Christmas tree
• Purchasing tickets for events
• Refilling vitamin dispensers
• Taking dog to and from appointments: dog sitters, groomers, vets
• Visiting house for extended absences to ensure insurance compliance
• Watering plants and ordering seasonal plants
• Booking coaching appointments
• Creating an itinerary for business trips
• General on-line research
• Inputting information into shared electronic calendar
• Light moving of office files/furniture
• Ordering print-outs for presentations with local suppliers.
• Packaging and mailing business correspondence
• Purchasing, packaging and mailing gifts and cards
• Sorting and filing expense reports

A Message from Susan:

It should be noted that being a very organized manager is what makes this work. The fact that Laura and Simon are highly organized, and give clear direction and don’t expect me to read their minds, and most of all, treat me with a great deal of respect and trust, is, in my humble opinion, one of the keys to making this successful.