Virtual Assistant

With several years of experience in client-facing roles, I have a solid background in customer support. As a Counter Teller, I efficiently handled high-volume transactions, addressing customer needs and inquiries in a fast-paced environment. My role involved processing deposits, withdrawals, and loan payments with accuracy and attention to detail, which resulted in positive feedback from clients. Additionally, in positions as Secretary and as a Practicum Trainee, I regularly assisted clients and managed inquiries both over the phone and in-person. My expertise lies in delivering exceptional support while maintaining a high level of organization and accuracy in document processing and record-keeping.

With extensive experience in office administration, I have developed strong organizational skills and a keen eye for detail. In my role as an Internal Audit Associate, I analyzed both financial and non-financial data, reviewed policies and systems, and documented findings for management, enhancing efficiency and accuracy in administrative processes. As a Secretary, I managed the filing and sorting of documents, encoded sales and delivery receipts, and assisted clients with inquiries. In my role as CAPEX Accounting Staff, I handled critical record-keeping tasks, processing deeds of sale and managing financial records both electronically and in paper form. My experience also includes hands-on support during my Practicum trainee roles, where I managed general office tasks, answered inquiries, and organized key documents.

I have extensive experience using Microsoft Excel for data management, analysis, and record-keeping. As an Internal Audit Associate, I regularly used Excel to analyze financial and non-financial data, organize audit findings, and develop reports, which required proficiency in formulas, data validation, and data visualization. In my role as a CAPEX Accounting Staff, I managed financial records, tracked transactions, and maintained detailed spreadsheets for assets and entitlements. My Excel skills include creating organized, structured spreadsheets, using formulas to automate calculations, and generating insights through data analysis, all while ensuring accuracy and efficiency.

I have a strong background in data entry across various roles, with a focus on accuracy and efficiency. As a Counter Teller, I entered transaction data, validated deposits, and processed loan payments, ensuring precise record-keeping in a high-volume environment. In my position as a Secretary, I encoded sales and delivery receipts, maintaining organized records. Additionally, during my time as a CAPEX Accounting Staff, I managed financial data for transactions and asset tracking. My attention to detail and commitment to data integrity make me proficient in handling large volumes of data with accuracy and timeliness.

I have several years of experience providing English-speaking customer support across various roles. As a Counter Teller, I frequently assisted clients by answering inquiries, guiding them through transactions, and addressing concerns—all in clear, professional English. My focus on customer satisfaction and ability to handle high-volume, fast-paced environments allowed me to build positive rapport and effectively meet clients' needs. Additionally, in my roles as a Secretary and Practicum Trainee, I handled English-speaking client interactions, provided information, and resolved issues both in person and over the phone. My strong communication skills, combined with my attentiveness and patience, make me an effective and reliable support provider for English-speaking clients.

In my previous roles, I gained experience in performing bank reconciliations by comparing bank statements with internal financial records. I identified discrepancies, traced the root causes, and worked with relevant teams to resolve any inconsistencies. I ensured that all transactions were accurately recorded, verified balances, and maintained accurate records for reporting purposes. This process helped improve the overall financial accuracy and streamline reporting, ensuring alignment between the company's financial records and the bank’s data.

In my previous role as an Internal Audit Associate, I developed strong skills in analyzing data, improving processes, and identifying inefficiencies—skills that are highly relevant to a Virtual Assistant position. I reviewed and streamlined systems, documented findings, and communicated results effectively, which aligns with handling administrative tasks, organizing data, and managing client communications. Additionally, my ability to investigate issues and implement solutions translates well to problem-solving and ensuring smooth operations in a virtual assistant role.

I have gained hands-on experience using HubSpot CRM as part of my virtual assistant training, where I learned to manage client relationships, track communications, and organize sales pipelines. Through this training, I became familiar with tasks such as adding and managing contacts, logging interactions, and setting follow-up reminders. I also learned how to use HubSpot’s reporting tools to track performance and analyze data, helping to streamline workflows and improve client engagement. My knowledge of HubSpot CRM equips me to efficiently handle customer interactions, keep accurate records, and support sales and marketing efforts.

Through my Virtual Assistant Training and by managing our church's social media page, I've gained hands on experience in scheduling posts, engaging with followers and creating content. I use Canva to design graphics. This experience has helped me develop strong social media management skills, and I am excited to help clients build and grow their online presence.

I have foundational experience with Asana as part of my virtual assistant training, where I learned to use it for task management and collaboration. Through Asana, I became familiar with creating tasks, setting deadlines, assigning responsibilities, and organizing projects to enhance team productivity and ensure timely completion of assignments. I understand how to monitor project progress and communicate updates within Asana, making it a valuable tool for remote work and efficient workflow management. My training has prepared me to use Asana effectively to keep projects organized and on track.

Through my Virtual Assistant training, I gained experience managing schedules using tools like Google Calendar. I'm skilled at organizing appointments, confirming meetings, and handling reschedules. I have also experience managing time zones, ensuring accurate scheduling for international clients, and maintaining clear communication to avoid conflicts. Though I'm still building hands on experience, I'm confident in my ability to efficiently handle appointment setting task.

In my Virtual Assistance Training, I gained experience through managing and organizing emails efficiently. I've learned how to prioritized incoming messages, filter spam, and ensure important emails are flagged and responded promptly. I'm skilled at managing email inboxes, setting up folders for better organization, and maintaining clear communication through email. I understand the importance of staying organized and ensuring timely responses, which helps improve productivity and communication.

I have hands on experience creating visually appealing designs using Canva. I've designed social media posts, banners, reels, presentations and marketing materials ensuring they align with branding and messaging. I am familiar with Canva's templates, tools, and features, allowing me to create eye-catching graphics efficiently. While still building my portfolio, I am confident in my ability to deliver professional and engaging designs for any project.

I have a strong foundation in detail-oriented document review and client communication, which I apply to marketing, content creation, and proofreading. As an Internal Audit Associate, I developed precise documentation skills, reviewing and refining reports to ensure clarity and accuracy. This experience translates into my ability to proofread effectively, catching errors and enhancing content flow. In my roles as a Secretary and Counter Teller, I engaged directly with clients, gaining insights into customer perspectives—an asset for creating targeted, audience-focused content. My expertise lies in crafting clear, polished content and reviewing materials to maintain professionalism and consistency.

I have experience using Trello to manage tasks, projects and workflows efficiently. I'm comfortable creating boards, lists and cards to organize tasks, assign deadlines, and track progress. My Virtual Assistance Training has given me the skills to use Trello to streamline project management and improve productivity.