CPT-10823 Subcontractor Administration & Documentation Virtual Assistant

Subcontractor Onboarding & Requirements:

• Collect and manage subcontractor documentation, including insurance (COI), W9 forms, and agreements.
• Ensure all required documents are received, complete, and accurate before work begins.
• Follow up with subcontractors to obtain missing or incorrect documents.

Invoice & Payment Coordination:

• Receive and review subcontractor invoices to verify information before forwarding.
• Prepare and send required documentation such as partial lien waivers.
• Track payment status and maintain records of all transactions.

Document Management & Tracking:

• Upload and organize files in Dropbox using the correct structure.
• Update tracking spreadsheets with invoice details, payment status, and document links.
• Maintain accurate logs for subcontractor records and project documentation.