Virtual Assistant

Verified

$10/hr

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Outline

Looking for Full-Time work (8 hours/day) at $10/hour

Bachelor's Degree

English proficiency Fluent

Professional Summary

Detail-oriented and highly organized Financial Planning Assistant and Virtual Assistant with over 4 years of experience supporting financial advisers and executives in administrative, client service, and operational functions. Skilled in client relationship management, document preparation, CRM systems, Xplan, insurance administration, and process improvement. Adept at managing multiple priorities, maintaining accuracy, and delivering exceptional support in fast-paced remote environments. Committed to efficiency, compliance, and providing high-quality service that helps teams and clients achieve their goals.

Skills & Experience

Skills

Customer Support > Customer Relationship Management 1-2 Years

Office and Administration > Administrative Support 1-2 Years

Office and Administration > Research 1-2 Years

Office and Administration > Data Entry, Attention to detail, Time Management, Customer service, Email Management,Managing Facebook Groups And Pages 1-2 Years

General Virtual Assistant 1-2 Years

Experience highlights

Financial Planning Assistant

VBP · September/2020 – Present

I manage client files and data, prepare various forms, documents, and portfolio reports, submit insurance applications, and create product comparison reports by corresponding digitally with insurance and investment companies to gather client portfolio information.

Customer Service Support | Subject Matter Expert

Wipro BPO Philippines · September/2020 – Present

In my role, I assist and train new hires, ensuring they are well-prepared for their responsibilities. I provide coaching updates to agents to enhance their performance and keep them informed of procedural changes. I conduct regular spot check reviews with agents to maintain high standards and identify areas for improvement. Additionally, I offer comprehensive product support and manage appointment scheduling. I ensure first call resolution by troubleshooting and providing technical resolutions

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