The Executive Assistant serves as the operational backbone of the company, ensuring that clients, projects, schedules, and internal systems remain organized and consistently moving forward. The role supports end-to-end business operations including lead management, client onboarding, scheduling, administration, finance support, and social media coordination.
The EA reports directly to the Founder & Creative Director and is responsible for maintaining structure, accuracy, and efficiency across all operational systems.
Core Responsibilities
Lead Management
⢠Creating lead records
⢠Updating lead information
⢠Tracking lead status
⢠Monitoring follow-up requirements
⢠Maintaining CRM accuracy (Wix CRM)
Calendar Management
⢠Scheduling consultations
⢠Scheduling onboarding meetings
⢠Scheduling shoot days
⢠Scheduling review meetings
⢠Managing calendar updates (Google Calendar)
Client Onboarding
⢠Creating client workspaces (Monday.com + Google Drive)
⢠Sending welcome emails
⢠Scheduling onboarding sessions
⢠Collecting brand assets
⢠Tracking onboarding completion
Administrative Support
⢠Updating Monday.com boards
⢠Updating Wix CRM
⢠Organizing Google Drive folders
⢠Managing internal tasks
⢠Supporting workflow execution across departments
Social Media Support (no content creation required)
⢠Scheduling approved content
⢠Updating content calendars
⢠Managing publishing schedules
⢠Supporting content approvals
⢠Ensuring content is queued and organized for posting
Financial Support
⢠Sending invoices (Wix CRM)
⢠Monitoring unpaid invoices
⢠Following up on unpaid invoices
⢠Escalating overdue invoices to Founder
⢠Supporting payment tracking and verification processes
Note: Bookkeeping is handled separately and is not part of this role.
Client Communication Support
⢠Appointment confirmations
⢠Reminder messages
⢠Scheduling communication
⢠Administrative updates to clients
Note: Sales consultations and strategy discussions are handled by the Founder.
Recurring Weekly Responsibilities
Every Monday
⢠Review all active clients
⢠Review onboarding pipeline
⢠Review scheduled shoots
⢠Review content production schedule
⢠Review team deadlines
Every Wednesday
⢠Audit Monday.com boards
⢠Verify task statuses are current
⢠Check client workspaces for completeness
⢠Follow up on outstanding action items
Every Friday
⢠Review next weekâs calendar
⢠Review upcoming shoots
⢠Review onboarding meetings
⢠Review unpaid invoices
⢠Review content scheduling queue
⢠Verify client boards are current
⢠Send weekly summary update to Founder
Weekly Success Standard
All upcoming work is fully organized with no missed tasks across clients or internal operations.
Monthly Responsibilities
First Week of Month
⢠Review all active client boards
⢠Verify client folders are organized
⢠Review recurring client schedules
⢠Review upcoming campaigns
Mid-Month
⢠Audit client onboarding records
⢠Audit CRM accuracy
⢠Verify calendar accuracy
⢠Review overdue tasks
End of Month
⢠Review unpaid invoices
⢠Prepare outstanding invoice report
⢠Verify all scheduled content has been published
⢠Review client communication logs
⢠Prepare operational summary for Founder
Monthly Success Standard
All client systems remain accurate, organized, and prepared for the upcoming month.