(317) 721-2803

SMS Solutions
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SMS Solutions

(317) 721-2803


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Services

Administrative/Executive Assistance:

Communication Management

Handling phone calls, emails, and other correspondence, often acting as a gatekeeper for the executive. This can also include drafting and sending communications on behalf of the executive. 

Travel Arrangements

Coordinating domestic and international travel, including booking flights, accommodations, transportation, and preparing travel itineraries. 

Meeting Preparation

Organizing and preparing for meetings, including booking meeting rooms, preparing agendas, and gathering necessary documents or presentations.

Document Management

Preparing reports, presentations, memos, and other documents, and ensuring they are filed and stored appropriately.

Handling Confidential Information

Managing sensitive or confidential data, ensuring it is kept secure and shared only with authorized individuals.

Project Management Support

Assisting in managing and tracking the progress of various projects, ensuring deadlines are met.

Budgeting & Expense Management

Managing budgets for the executive, including handling expenses, invoicing, and financial reporting.

(QuickBooks & Quicken proficient)

Event Planning

Coordinating events, such as conferences, company meetings, or team-building activities.

Office Management

Overseeing day-to-day office tasks, such as ordering office supplies, managing equipment, and ensuring the smooth running of the office environment.

Problem Solving

Addressing issues that arise in the absence of the executive and making decisions as needed to ensure continued operations.


Construction Project Management:

Project Coordination

Facilitating communication among project stakeholders (owners, architects, contractors, suppliers).

Scheduling meetings, preparing agendas, documenting meeting minutes, and following up on action items.

Budget & Cost Management

Assisting with cost estimation, budgeting, and financial tracking.
 

Reviewing invoices, tracking expenditures, and monitoring project budgets to maintain financial health.

Scheduling & Time Management

Developing and maintaining project schedules.
 

Identifying schedule delays, proposing mitigation measures, and updating stakeholders on schedule changes.

Permitting & Reporting

Managing project documentation, including contracts, permits, change orders, and construction drawings.
 

Preparing status reports and assisting in the submission of necessary compliance documentation.

Quality Assurance & Control

Conducting site inspections and ensuring construction activities meet project standards and specifications.
 

Coordinating quality control activities, such as material testing and site reviews.

Procurement & Supply Chain

Assisting in obtaining quotes and managing purchase orders and deliveries.
 

Coordinating the timely procurement and delivery of materials and equipment.

Risk Management

Identifying potential risks and supporting the development of mitigation strategies.
 

Reporting issues proactively to the project manager to prevent project delays or cost overruns.

Subcontractor Management

Assisting in selecting subcontractors and managing contracts.
 

Ensuring subcontractors fulfill their contractual obligations, including timelines, quality, and safety requirements.

Compliance & Safety

Assisting with compliance to construction regulations, building codes, and safety standards.
 

Supporting site safety inspections and ensuring the site adheres to safety protocols.

Client Relations

Acting as a liaison between clients and project teams.
 

Providing project updates, addressing client concerns, and ensuring client satisfaction throughout the project lifecycle.


Commercial Real Estate:

Transaction Coordination

Managing and tracking the entire transaction process from listing to closing.
 

Scheduling meetings, managing calendars, and ensuring deadlines are met.

Documentation & Contract Management

Preparing, reviewing, and managing transaction documents including listing agreements, leases, purchase agreements, amendments, and closing statements.
 

Ensuring accuracy and completeness of all legal paperwork and filings.

Communication & Client Relations

Serving as a primary point of contact between brokers, clients, attorneys, lenders, escrow agents, title companies, and other stakeholders.

Providing regular updates on transaction status and promptly addressing inquiries.

Due Diligence Support

Assisting with the collection and distribution of due diligence materials such as surveys, environmental reports, zoning verification, financial statements, and leases.
 

Coordinating property inspections and site visits.

Research & Market Analysis

Conducting market research and compiling data on commercial properties, comparable transactions, and market trends.
 

Preparing property listings, marketing materials, and transaction presentations.

Database Management

Maintaining and updating CRM systems and transaction databases.
 

Managing electronic and physical files to ensure accurate record-keeping and accessibility.

Marketing & Listing Management

Assisting in creating and distributing marketing collateral for properties.
 

Managing property listings on commercial real estate platforms and websites.

Financial Coordination

Tracking transaction-related expenses and financial documentation.
 

Assisting in gathering financial information required for underwriting or financing purposes.

Closing & Post-Closing Support

Coordinating closing logistics and managing closing checklists to ensure all conditions are satisfied.
 

Ensuring smooth transitions and follow-up post-transaction, including client satisfaction surveys or property turnover support.

Administrative Support

Providing general administrative assistance such as property tours, scheduling, document scanning, data entry, correspondence drafting, and organizing electronic files. 


Property Management:

Tenant Relations

Responding to tenant inquiries, concerns, and maintenance requests.
 

Facilitating tenant move-ins and move-outs, conducting walkthroughs, and providing information to residents.

Rent Collection & Financial Management

Assisting in rent collection, tracking payments, issuing notices for late or missed payments.
 

Processing invoices, monitoring expenses, and assisting with budgeting and financial reporting.

Leasing & Marketing

Conducting property tours and showings with prospective tenants.
 

Assisting with lease preparation, renewal negotiations, and maintaining high occupancy through effective marketing.

Maintenance Coordination

Scheduling and coordinating maintenance and repair work with vendors or in-house staff.
 

Following up on work orders to ensure timely and satisfactory completion.

Administrative Duties

Maintaining accurate property and tenant files, lease documentation, and records.
 

Updating property management databases and preparing reports as required.

Compliance & Inspections

Assisting in ensuring properties comply with local laws, housing regulations, and property codes.
 

Conducting regular property inspections and coordinating corrective actions when needed.

Vendor Relations

Communicating and negotiating with vendors and contractors.
 

Ensuring work performed meets quality, budget, and compliance standards.

Property Operations Support

Supporting the Property Manager and/or Property Owner in day-to-day operational tasks and strategic planning.
 

Assisting with emergency response procedures and after-hours incidents as needed.

Legal & Eviction Processes

Assisting in managing eviction processes when necessary, including documentation preparation and coordination with legal counsel.
 

Ensuring adherence to fair housing and landlord-tenant laws.


Restaurant Operations/Management:

Staff Management

Hiring, training, and supervising restaurant staff, including scheduling and performance evaluations.
 

Managing employee relations, resolving conflicts, and maintaining a positive work environment.

Operational Oversight

Ensuring daily operations run smoothly, from opening and closing procedures to managing service quality.
 

Establishing and enforcing operational procedures and standards.

Inventory & Supply Chain Management

Overseeing inventory control, ordering supplies, and ensuring optimal inventory levels to prevent waste or shortages.
 

Coordinating with suppliers and negotiating contracts or pricing.

Financial Management

Developing and managing budgets, monitoring sales performance, and controlling operational costs.
 

Reviewing financial statements, analyzing profitability, and implementing strategies to meet financial goals.

Health & Safety Compliance

Ensuring adherence to health, sanitation, food safety regulations, and local health codes.
 

Regularly conducting safety inspections and training staff on best practices.

Menu Development & Pricing

Collaborating with chefs and owners on menu planning, pricing strategies, and menu presentation.
 

Analyzing customer feedback and market trends to enhance menu appeal.

Marketing & Promotions

Implementing marketing strategies, promotions, and events to attract customers and increase sales.
 

Managing social media presence, promotional materials, and online reputation.

Facility & Equipment Maintenance

Overseeing the maintenance and upkeep of restaurant equipment, ensuring operational efficiency and safety.
 

Scheduling regular maintenance and coordinating repairs as needed.

Reporting & Strategic Planning

Providing regular operational reports to owners or senior management.
 

Assisting with strategic planning, goal setting, and implementing improvements for restaurant growth.


Human Resources & Payroll:

HR Services

Maintaining employee records and HR documentation, ensuring confidentiality and compliance with all laws.
 

Handling employee relations, addressing workplace conflicts and disciplinary actions; maintaining necessary company policies and procedures.

Payroll Services

Processing payroll accurately and timely, including wage calculations, overtime, bonuses, and deductions.
 

Maintaining detailed payroll records, ensuring compliance with federal, state, and local regulations.
 

Handling direct deposits, payroll tax filings, and year-end tax documents (e.g., W-2s, 1099s).

General Administrative Services

Acting as a point of contact for employee HR inquiries.
 

Creating and updating company policies and employee handbook guidelines.
 

Monitoring regulatory changes impacting payroll and HR functions, ensuring the company stays compliant.

Need something not listed? Just ask—we’re here to support your workflow.

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