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
- 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
- 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
- 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
- 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
- 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)
- 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)
- 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
- 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
- Corporate Imaging (ie set up new email / web presence)
- Revise Resume
- Update contacts
- Assist / co-ordinate IT requirements
Travel Bookings
- Holiday Research, Costing(s) and Booking(s)
- Executive transfers to / from Airports
- Tour Bookings
- Visa and Vaccination advice
Event Management
- Research options (ie venue, catering, etc)
- Invitation design / mail-outs / RSVP tracking / thank you’s
Contact Database Management
- Building an easy to use Database
- Enter / Update information (as provided)
- On-going maintenance
Filing Management
- Establish filing solutions
- On-going maintenance services
Special Occasion Reminders and Gift Ideas
- Birthdays
- Anniversaries
- Special Events