Virtual Assistant, Bookkeeping, Administrative AssistantVirtual Assistant, Bookkeeping, Administrative Assistant

Key Achievements:

Perform lead encoding and booking services Review data for errors, inconsistencies, or missing information, and correct as needed Communicate with supervisors or other departments to clarify data discrepancies Ensure data integrity, confidentiality, and compliance with company policies

Key Achievements:

Answer and direct phone calls, emails, and inquiries Prepare, organize, and maintain files and records (digital) Draft and proofread letters, reports and other correspondence Prepare spreadsheets, reports, and presentations Handle data entry, database updates, and record keeping. Assist with expense reports, billing and petty cash tracking Support HR or accounting departments with basic admin tasks

Key Achievements:

Assess clients’ financial goals, risk tolerance, and needs. Recommend insurance products, investment-linked insurance (VUL), retirement funding, protection, estate planning, or education funding Educate clients on financial literacy, risk management, and how their financial plan works Help manage and monitor clients’ financial portfolios Build a client base, maintain long-term relationships, and expand business