Mary

Virtual Legal Assistant and Virtual Operation Assistant !!

Mary

ID Verified
1,100/mo
Quezon City, Philippines
Looking for Full-time
8 hours/day
Availability: US / EU / Asia timezone

Profile Description

Detail-oriented and reliable operations professional with experience supporting day-to-day business activities, coordinating cross-functional tasks, and managing administrative and financial processes. Skilled in reporting, vendor coordination, document control, and invoice reconciliation using tools like QuickBooks. Known for strong organizational skills, accuracy, and the ability to support teams in fast-paced environments.

Top Skills

Salesforce · 3 yearsZoho CRM · 3 yearsExcel (Advanced) · 2 yearsGoogle Sheets (Advanced) · 2 yearsTicket Management · 1 year

Skills & Expertise

Customer Success

Ticket ManagementIntermediate
Live Chat SupportBeginner
Email SupportBeginner
ZendeskBeginner
IntercomBeginner

Data & Analytics

Excel (Advanced)Intermediate
Google Sheets (Advanced)Intermediate

Finance & Accounting

QuickBooksBeginner
BookkeepingBeginner
Accounts Payable/ReceivableBeginner

Marketing & Growth

MailchimpBeginner
HubSpotBeginner

Sales & Business Development

Zoho CRMAdvanced
SalesforceAdvanced

Specialized Skills

Paralegal ServicesBeginner

Virtual Assistance & Admin

Data EntryBeginner
Meeting CoordinationBeginner
Calendar ManagementBeginner

Work Experience

Business Operation Assistant,

How Institute

Apr 2024 - Nov 2025

Key Achievements:

Supports day-to-day operations by coordinating cross-functional administrative and logistics tasks across departments. Prepares and manages weekly and monthly operations reports, trackers, and project timelines. Oversees internal workflows including document control, vendor management, and purchase approvals. 04/2024 – 11/2025 US Coordinates with finance and external vendors to process invoices, reimbursements, and recurring payments; matches receipts and reconciles transactions in QuickBooks to ensure accurate financial records. Maintains databases for partner organizations, internal staff, and contractors; ensures data accuracy and updates. Handles onboarding/offboarding of interns and employees, including setting up tools, file access, and welcome kits. Manages event logistics and back-end support for meetings, conferences, and online forums. Audits internal tools and systems for efficiency and identifies areas for automation and improvement. Acts as point of contact for operational concerns, ensuring timely response and issue resolution Provides administrative support to senior leadership by managing calendars, travel coordination, and documentation.

QuickBooksBookkeepingGoogle Sheets (Advanced)Accounts Payable/ReceivableCalendar ManagementData EntryMeeting CoordinationEmail SupportExcel (Advanced)

Legal Assistant,

Physical Injury Law Firm

Mar 2022 - Mar 2024

Key Achievements:

Drafted and submitted legal documents including Letters of Representation (LOR), Subrogation Requests, and Lien Requests. Regularly contacted insurance providers (e.g., Ciox, Datavant) via email and phone to correct information and follow up on pending document requests. 03/2022 – 26/03/2024 AZ Created, reviewed, and updated practice-specific forms based on case requirements. Managed case files and maintained organized records to ensure up-to-date and accurate information for each client. Sent follow-up communications to hospitals for medical records, bills, and itemized statements. Coordinated and confirmed payments for medical documents and legal records. Sent and received documents via fax to ensure timely delivery to appropriate teams and third parties. Utilized platforms such as Practice Panther and ChartSwap to track document requests and case progress. Provided support for attorneys by preparing necessary documentation and maintaining communication with third-party providers. Monitored document retrieval status and escalated unresolved cases as needed.

Paralegal ServicesMeeting CoordinationData EntryEmail Support

Virtual Assistant

Path Mental Health

Dec 2020 - Feb 2022

Key Achievements:

Assist providers for enrollment. Manage providers request for Medical records. Creating forms for the providers. Creating Tickets for Technical Concerns. Manage emails, track progress of each enrollment. Training new VA's for the task and Manage team of VA's to assigned their task. Enrolling providers to the insurance. Correcting information by calling or emailing insurance.

Email SupportTicket ManagementGoogle Sheets (Advanced)Meeting CoordinationData Entry

Quick Stats

Age28 years
English LevelBasic
ID VerificationVerified

Certifications

Paralegal
Quickbooks