Marelise's Responsibilities
Ongoing / Whirlwind
Daily
- 9 AM - 10 AM: Audit DAs & Leases
- 10 AM - 11 AM: Batch Emails
- Reconcile the DAs in RealScale w/ Wave (our bank account)
- Categorize & Review Transactions in Wave
- Deposit Checks
- Manage Bramlett Shop
- Outgoing ACH Payments
Weekly
- Check The Office Mail - Monday and Thursday
- Awards Calendar
- Maintain W-9s
Monthly
- Get sponsors for OKR meetings.
- Audit Postcard Data From Rida By The 4th Of The Month
- Submit Postcards To Design
- Sending Finalized Postcards To HMG For Printing
- Keep W-9 Spreadsheet Updated
- Keep Dochen Transaction Spreadsheet Updated
- Reconcile Bank & Credit Card Accounts In Wave
- Collect & Reconcile Expense Reports
- Check Mortgage Payments
- Keep Franchise Tax Accounts Active
- Cut $5,000 check to Dochen Realty Group
- Manage Lockboxes
Yearly