Services Listing

There may be services you require that are not listed here … please contact us to see how i-Assist can help you

General Administration

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  • Data entry
  • Expense Claim processing
  • Development of Standards / Documentation Review
    • Review current internal documents and produce a draft of suggested corporate standards
    • Standardise office forms and documents so they all have a consistent “look and feel”
    • Validate adherence to “published” corporate standards
    • Review formatting and layout to ensure  consistency
    • Format manuals or workbooks prior to issue to staff or clients
  • Equipment purchases / returns & servicing
  • Starting a Business
    • Legislative requirements (ie ABN)
    • Logo development
    • Research and advice on possible premises
    • Design and production of marketing materials (ie logo, business cards, letterhead, signage, brochures etc)

Personal Assistance

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  • Diary and Time Management
    • Appointment bookings (medical, dental, golf, restaurants, etc)
    • Reminder Services
    • Appointment re-scheduling
  • Board Papers / Reports
    • Provide a reminder service to all people tasked with submitting reports
    • Ensure all reports are received by the specified date
    • Consolidate all reports into the Board Papers
    • Print and bind (colour or black & white)
    • Distribute Board Reports prior to the schedule date
  • Personal Shopping for the busy executive
    • Research / locate exclusive or hard-to-find items
    • Arrange / co-ordinate delivery
    • Maintain transaction history
  • Online Purchasing
    • Research options
    • Make purchases
    • Arrange / co-ordinate delivery
    • Maintain transaction history
  • Special Event Bookings (ie weekends away, concerts, etc)
  • PC / Laptop configuration review and set-up (ie internet banking, Bpay, etc)

“Expat” Portfolio Services

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  • Any combination of services that you require. We encourage you to read our Testimonials and see how we’re helping our Expat clients

Mail Services

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  • Regular collection of mail from our secure Post Office box (provided as part of service)
  • Open all mail and assess the action required
  • Preparation of a regular ”Mail Run” email summarising all items received and suggesting action to be taken
  • Scan selected documents for client review and direction and attach these to the email
  • Interact with client on urgent / sensitive matters immediately they are identified
  • Mail / courier original documents / items as instructed

Bill Paying / Banking

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  • Determine payment priority according to due dates
  • Prepare schedule of payments and notify client
  • Make payments (either via online banking or cheque) before due date
  • Record deposits and all banking transactions
  • Reconcile bank statements
  • Handle disputes on accounts we manage
  • Maintain a full audit trail of all transactions
  • Supply required reports

Share Portfolio Management (including Self Managed Superannuation Funds)

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  • Post dividend / franking credit transactions
  • Post Buy / Sell transactions
  • Interact with nominated sharebroker to seek interpretation (if and when required)
  • Post interest earned / bank fees
  • Regular reconciliation processes:
    • Bank accounts
    • Dividends & Franking Credits
    • CHESS Statement values against computer balances
  • Payment of insurances and accounts
  • Maintain files of all documents
  • Print required reports (including end of financial year reporting for submission to accountants for taxation purposes)

Executive Relocation Services (short or long term)

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  • Researching high quality / cost effective accommodation options
  • Inspect and recommend preferred option
  • Arrange Car Hire or research purchase options
  • Inspect property prior to arrival
  • Purchase “starter” kit (cereal, milk, etc.)

Market Research and Reporting

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  • Research for products and services to match a stated requirement
  • Market research to identify prospective clients for a specific product or service

Career Transitioning Services

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  • Corporate Imaging (ie set up new email / web presence)
  • Revise Resume
  • Update contacts
  • Assist / co-ordinate IT requirements

Travel Bookings

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  • Holiday Research, Costing(s) and Booking(s)
  • Executive transfers to / from Airports
  • Tour Bookings
  • Visa and Vaccination advice

Event Management

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  • Research options (ie venue, catering, etc)
  • Invitation design / mail-outs / RSVP tracking / thank you’s

Contact Database Management

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  • Building an easy to use Database
  • Enter / Update information (as provided)
  • On-going maintenance

Filing Management

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  • Establish filing solutions
  • On-going maintenance services

Special Occasion Reminders and Gift Ideas

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  • Birthdays
  • Anniversaries
  • Special Events