Experienced Financial VA | CS Rep | All-Around VA

Overview

Looking for part-time work (4 hours/day)

at $4.58/hour ($440.00/month)

Bachelors degree

Last Active

June 11th, 2024 (748 days ago)

Member Since

August 28th, 2020

Profile Description

A multi-skilled individual with a diverse background spanning over seven years in customer service, travel coordination, and administrative support in a financial planning industry. Here’s how my background aligns with what you are looking for.

Reservations Associate: 
- Handling customer inquiries, 
-booking flights, and 
- managing travel arrangements using the Amadeus booking system. 

Relevant skills: travel and calendar management

L2 Supervisor:
- Overseeing a team of agents, ensuring smooth operations and maintaining service quality. 
- Ability to troubleshoot issues and mentor tea ---------- mbers.
Relevant skills: Problem solving

Quality Assurance Analyst:
- meticulously reviewed reservations,
- monitored call quality, and
- implemented process improvements. 

My analytical skills and dedication to maintaining high standards helped enhance overall performance.

2. Financial Virtual Assistant: 
-  A key member of the administrative team at an Australian financial planning company. 
- I provided crucial support to financial advisors and clients. 
- My responsibilities included, but not limited to:

Transcribing file notes, review document writing, interest rate review, product research, preparing paperwork related to superannuation, investments, insurance, and retirement, and lodgement of the Statement of Advice.
- Managing client databases, ensuring accurate and up-to-date records.
- Handling administrative tasks such as document preparation, data entry, and follow-up communications. 
My experience in financial services has honed my organizational skills, attention to detail, and ability to work effectively in a fast-paced environment.

Adept with: Microsoft Suite, Google Workspace, Mailchimp, Salesforce, DocuSign, Worksorted, Web-based Adviser Portals (superannuation and insurance), Canva, and Amadeus booking system.

BOOK A CALL NOW so I can start lift weight off from your shoulders! Link to my resume:  ----------