Virtual Assistant /Project CoordinatorVirtual Assistant /Project Coordinator
Jeffrey
ID Verified$1,800
per month
($10/hour)
Profile Description
Professional Summary: Detail-oriented Virtual Assistant and Project Coordinator with over 18 years of combined experience supporting executives, managing projects, and optimizing operations for U.S.-based companies. Skilled in administrative management, client relations, scheduling, and financial coordination, with a proven ability to streamline workflows and ensure timely project delivery. Recognized for exceptional communication, organization, and problem-solving skills, I excel in fast-paced,...
Skills & Expertise
Skill Levels Explained:
💡 Hover over any skill level to see exact years of experience
Content & Writing
Customer Success
Data & Analytics
E-commerce & Marketplace
Finance & Accounting
Marketing & Growth
Sales & Business Development
Work Experience
Virtual Assistant/ Project Coordinator / AR / Collections
Arizona Painting Company
Dec 2024 - Oct 2025
Job Responsibilities:
• Managed project coordination through email, text, and calls, ensuring effective communication among clients, vendors, and internal teams. • Spearheaded collections efforts by monitoring outstanding accounts receivable, reducing overdue balances, and enhancing cash flow. • Utilized ServiceTitan CRM to streamline workflows and manage communications efficiently, demonstrating strong organizationa...
Risk Management Specialist – Rental Apartment Operations
Shoregate Apartments
Dec 2023 - Dec 2024
Job Responsibilities:
• Managed Certificate of Insurance (COI) compliance for vendors and contractors, ensuring adherence to property requirements. • Investigated incidents of property damage and theft through security footage analysis, enhancing liability management. • Oversaw safety inspections and regulatory compliance for facilities, including pool and light fixture maintenance.
QA Analyst / Medical Devices Sales Coach
MED SUPPLY US
May 2023 - Dec 2023
Job Responsibilities:
• Monitored and evaluated call performance to ensure compliance with company standards. • Conducted detailed call listening and review sessions, enhancing overall call quality. • Maintained a strong managerial presence to minimize productivity loss and address misconduct. • Focused on performance and accountability, contributing to consistent improvements across operations. • Monitored and eval...
Retirement Specialist II / New Hire Mentor / Team QA/POC
Principal Global Services
May 2021 - May 2023
Job Responsibilities:
• Served as Tier 2 Specialist and New Hire Mentor, training and guiding up to 5 new hires. • Handled inbound/outbound calls for retirement plans (401k, 403b, pensions, ESOP, 457, non-qualified). • Managed account setup, investments, transfers, loans, and distributions with compliance accuracy.
Retirement Service Representative
Wells Fargo Bank
Mar 2017 - May 2021
Job Responsibilities:
• Served as a Retirement Service Representative for four years, managing customer inquiries from account setup to distributions. • Conducted new hire orientations, providing support through mock calls and call listening sessions. • Enhanced customer satisfaction by effectively handling inbound inquiries and resolving issues promptly.