Virtual Assistant, Bookkeeper

Overview

Looking for full-time work (8 hours/day)

at $4.55/hour ($799.99/month)

Bachelors degree

Last Active

February 11th, 2025 (3 days ago)

Member Since

August 30th, 2020

Profile Description

Highly organized and detail-oriented with a strong background in the insurance and financial services industry. With hands-on experience as an Insurance Office Associate, Investment Bank Associate, and Financial Advisor, I bring a wealth of knowledge in financial management, client relations, and administrative support. I am dedicated to helping businesses streamline their processes, manage their data effectively, and provide clients with exceptional support.
Work Experience:
• Insurance Office Associate
Key Responsibilities:
o Managed agent's requirements and licenses to ensure proper documentation.
o Handled sensitive information with confidentiality and accuracy.
• Investment Bank Associate
Key Responsibilities:
o Conducted in-depth research and analysis on investment portfolios, market trends, and financial products.
o Provided timely valuation reports to various clients.
o Streamlined back-office processes, enhancing the efficiency of transaction tracking and data management.
• Insurance Financial Advisor
Key Responsibilities:
o Guided clients in selecting appropriate insurance and investment products to meet their financial goals.
o Conducted financial assessments, created investment strategies, and provided advice to improve clients' financial health.
o Built lasting relationships with clients, focusing on trust and tailored financial planning.
Skills:
• Client relations and customer service
• Data analysis and reporting
• Insurance and investment advisory
• Strong organizational and time-management skills
• Excellent communication, both written and verbal
• Bookkeeping and financial record management
• Microsoft Office Suite, Google Workspace
Objective: To leverage my experience in insurance and financial services to assist businesses as a virtual assistant, providing organized, reliable, and skilled support in administrative tasks and bookkeeping.