Virtual Assistant, GHL Specialist, Accounting AssistantVirtual Assistant, GHL Specialist, Accounting Assistant

Key Achievements:

Ensure all emails, chats, and phone inquiries are being answered a daily basis Create & Set-up GHL sub-account Configure custom dashboards, calendars, user roles, and domains Conduct onboarding & demo call for the newly signed-up clients and walk them through on the GHL system Integrates Dispute software (CDM, Dispute Fox,CRC) through Zapier Creates and troubleshoot workflow and funnel issues across client accounts Creates SMS and email workflow Provide technical support to existing clients

Key Achievements:

Assist in payroll processing by collecting & verifying employee data, timesheets and timecards. Coordinate with Finance department for payroll-related matters such as deductions, commissions and reimbursements. Prepare payroll reports and summaries for management review. Enter and update financial transactions in accounting software. (Quickbooks) Monitor and follow up on outstanding invoices and payments. Communicate with vendors, clients, and internal departments regarding financial inquiries. Send client's outstanding statement or Invoices Create and send Accounting reports answer incoming phone calls and response to any Accounting inquiries

Key Achievements:

Handle medical record requests and other documents needed for the Hearing and track treatment progress organizing, reviewing, and maintaining legal documents - organize and maintain digital case files - Process incoming & outgoing mails & faxes - Do the follow-up call for medical records from the Doctors - Send Hearing notices & Medical Examination notices to claimants

Key Achievements:

Collect all required documentation for the loan package - Review loan documents Submit and fill out the application on our lender site Ensure that approval falls within the established lending guidelines Ensure that all documents are complete and correct Check the status of each loan application Update the list file through Google sheet

Key Achievements:

manage customer inquiries via chat, call, and email in a timely manner Process orders in Shopify and enter them in the production sheet Manage stocks and contact our supplier for the shipment and delivery Create packing slip and label for the shipment Update product listing on the website & Shopify Process and track orders Process drop shipment

Key Achievements:

Process application and loan forms of clients Responsible on documenting files of our company's services Coordinate meetings via Zoom Communicate with customers via email and phone Oversees Administrative tasks Responsible for organizing company documents in PDF, PPT, Excel, Spreadsheet, and Word. Follow up with clients thru email and phone call Regular posting and commenting on our social media channels Edit images and content for posting

Key Achievements:

Prospecting, generating, qualifying - leads - Invoice Request, Shipping information Provide exceptional customer service

Key Achievements:

Manage emails set up an appointment with the Product Manager to discuss the device answers inbound calls for product inquiries thru chat and email update and check the accounts of clients using Salesforce CRM

Key Achievements:

responsible for credits or adjustments contact the dispatch team if the customer inquires about their service installation upgrade and downgrade the services update the account of the customer by leaving complete notes on their account.

Key Achievements:

Prospecting, generating, qualifying leads - Invoice Request, Shipping information Provide exceptional customer service