Mercer Unlimited, Inc Hiring for Executive and Personal Assistant to CEO Full Time

Lori Mercer – Personal Assistant / Business Manager Role –
January 2023

The goal of our business manager / personal assistant:
To make Lori more efficient in ALL the ways as we expand our missing of the Feel Good

Work marketing team.

To do this…. We are adding an assistant local to Lori in Columbus to accomplish all the small details of errands, tasks, organization, inbox and more that need to be done allowing her to focus strategically on her business and parenting / family time.

We hope to develop a long term relationship because the level of efficiency and support pays itself back in Lori’s ability to focus on her business *and* you get a front row seat to business ownership and marketing experience.

Schedule:
● 5 – 10 hours per week between Mon – Fri 8 am – 5 pm.
● Flexibly scheduled but I’d like it locked in a month in advance
● I’d like one afternoon a week to be consistently scheduled as 1 – 4 pm due to timing of appts, my client work, etc.
● I’d like to see you in person at my home/office 2 or 3 times per week.

• Example: Tues 1 – 5 pm Thursday 9 – 11 am, Friday 9 – 11 am

● Time off for vacations is totally fine when planned in advance

Pay:
● The more efficient and less stressful you make my life, the more you are worth to me.

Standard rates for this work in CBus are $16 – $22 / hour.

• Find ways to save me money and make me more efficient and you become more valuable to me!

● I will pay bonuses every 6 months for quality of work and consistency● I believe in work life balance and for those who stay with me for long time periods, there will be other perks of the job as well.

Ideal for:

● College student
● Mom wanting part time flexible work
● Empty nester

You MUST LOVE organizing all the details in ways that are pretty and helpful and easy to find.

Triple bonus if you get how to help a slightly ADD creative stay on track 😉

Hours and Task Tracking:
● We use Asana to track tasks and details for this role. It’s accessible by computer and phone.

• It’s helpful to have your own laptop but we can arrange for you to use mine when you are at the house.

● Hours and tasks are tracked so I can understand how we can be more efficient, not to have a trail of checking up on you. I expect you to be honest and on top of your own tasks.

Recurring Tasks:
On days you are here in person ~ once a week:

● sort mail and paper stacks

• (System: remove envelopes. Stack bills / financial / important papers, ads, throw away. For Lori to review.)
• Any pop up errands
• Water flowers / plants
• Review paper intake w/ Lori and take actions on follow up

Once a month:

● Collect budget details (personal and business) and review w/ Lori

• Follow up on canceling / modifying transactions

● Print and collate Lori’s planner system

Ongoing for the business

● Lori’s inbox mgt (daily)
● Invoicing (monthly)
● Monthly budget review w/ Lori (personal and business)

• Chase down unnecessary / wrong expenses

● Setup Lori’s new contact management system and do a weekly reach out process w/ Lori
● Make things “pretty and organized” – digital files, spreadsheets, presentation and doc templates…..etc
● Run s for time tracking, clients, etc
● Research and find answers for topics such as software subscriptions, access, logins, etc

Current special projects / errands (example list)

• ● Update the new file system with a “prettier” labeling option
• ● Research plans for Luke’s grad party

● Shipping various items to jackson, family, non-profit
● Gift shopping
● Stuff to donation center
● Research options and coordinate repairs / home improvement
● Filing / shredding
● Photo, post and sell the following on my fb marketplace:

• …..(there is always something!)
• Take items to donate
• Paper Organization projects:
• Move our house billing items to the new joint checking account

● Inspiration book

• I’m a sentimental hoarder – want to start a binder with my favorite notes / inspirationals and keep a stack of items I want to get posted in there ongoing as they come in

There’s opportunity here for the right skillset for expansion in the business space to more hours and responsibilities. Expansion work possibilities:

● Social media management
● Client proposals
● Learning more of our client delivery work (email marketing, website updates)

The following excerpts describe how I want this relationship to develop in a good flow for both of us:

Where an Assistant Helps You Get
Work Done
Here are a few scenarios that might help you imagine life after hiring a virtual assistant:

● Personal tasks. Need someone to make a personal appointment over the phone? Need someone to deal with customer support and get a refund? Need someone to take over some of the small tasks of daily life that you’d rather not have to deal with? That’s where a virtual personal assistant can step in and help.

● Online research. Be honest: how much of your time is spent with online research? Whether you’re looking for the best printer to buy or doing

research on some great software that can expand your business’s capacity, research can be a challenging-yet-essential part of doing business. A virtual personal assistant can take on your research needs in a hurry and allow you to make management-level decisions in your personal life and your professional one.

● Small business odds and ends.
● Email & Calendar Management: You want to schedule a meeting with your team, but it also requires getting remote workers on the same page. Rather than play “inbox tag” all day with multiple parties, you can outsource this work to a virtual executive assistant whose role it is to get everyone on the same schedule. And with the assistant managing your inbox and calendar, you’ll never have to see an email.

● Data Entry & Finance Tasks: Year-end planning gets in the way of spending more time away for the holidays, and it includes some of your least-favorite tasks: data entry, expense ing, and more.
Outsourcing this work to a virtual assistant not only removes one of the major chores of running a business, but helps ensure that you have more available time when it matters most.

● Daily office tasks. Your calendar, your files, your email inbox, your phone management system—these are all elements of running your daily life that you can outsource to a dedicated virtual assistant.

● Scheduling and travel arrangements.
● Distraction-free work. Imagine that you want to work on a project for three clear, distraction-free hours in the morning. If you run an office, you’re going to also have to field calls, handle problems that come up, deal with social media, or handle other administrative tasks. Want to avoid all that? Outsource the administrative tasks to your administrative assistant and you’re free to focus on the most productive work of the day.

● Additional capacity. Who knows what might pop up 🙂
● Time off. Hiring a virtual administrative assistant isn’t just about giving yourself more time to work. It’s also about giving yourself more time off.
Rather than work over lunch to finish data entry for a project you’re working on, it’s the perfect task you can outsource to a virtual assistant.

What I value in people who work for me / my business:
● Efficiency
● Timeliness
● Fast learners
● Quick thinkers
● High quality work
● Attention to details
● Follow through (even when i don’t remember….your responsibilities are yours and I shouldn’t have to remind you.)
● Asking only once and not having to repeat myself
● independent work – not needing a lot of hand holding or question asking to complete a task
● Able to see systems and processes to make things easier
● Knowing what I need ahead of when I need it
● Budget conscious – doing work the most efficiently and without wasting money – spend it as if it were yours

Personal Characteristics:
● Organized and reliable
● Discreet and low-key
● Good common sense
● Attention to detail
● Good at following and creating systems
● Honest and trustworthy
● Good personal hygiene

Job Types: Part-time, Contract

Pay: $15.00 – $22.00 per hour

Benefits:

• Flexible schedule

Schedule:

• 4 hour shift
• Day shift
• Monday to Friday
• No nights
• No weekends

Ability to commute/relocate:

• Lewis Center, OH: Reliably commute or planning to relocate before starting work (Required)

Application Question(s):

• Describe your availability M-F 8 am – 5 pm
• Tell me why you are a superhero at organizing and helping a busy business owner be more efficient

Experience:

• Google Docs: 1 year (Required)
• Microsoft Excel: 1 year (Required)

Work Location: One location