Virtual Assistant | Expert in Precision & Productivity

Overview

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

at $5.00/hour ($880.00/month)

Bachelor of Science in Business Administration - Major in Financial Management

Last Active

October 28th, 2024 (13 days ago)

Member Since

May 25th, 2022

Profile Description

As a bookkeeping and probate support professional, I specialize in financial management, tax compliance, and legal documentation, with a track record of efficiency and precision. At A.L. Navarro Accounting Services, I successfully managed portfolios for over 50 clients, streamlining tax processes and SEC registrations to ensure consistent accuracy and compliance. By leveraging Excel, Google Sheets, and advanced data management techniques, I reduced processing times and contributed to increased client satisfaction.

In my role with Trust and Will, I support estate planning and probate, preparing essential documents that comply with legal standards. As Point of Contact, I optimize workflows and maintain open communication channels to ensure accuracy and timely delivery of tasks. My technical expertise spans HubSpot for task management, Adobe Acrobat for document preparation, and Slack for seamless collaboration.

I am passionate about driving value through efficiency, attention to detail, and a client-centered approach. I look forward to connecting with professionals who prioritize excellence and integrity in financial and legal services.

Technical Skills
Financial Reporting & Data Management – Proficient in Excel, Google Sheets, and Google Suite for data entry, analysis, and reporting
Tax Compliance & SEC Corporate Registration – Skilled in managing complex tax filings and corporate documentation
Task Management & Document Preparation – Experienced with HubSpot for task coordination and Adobe Acrobat for precise document handling
Customer Support & Client Relations – Skilled in tools like Zendesk for professional client interactions
Operational Efficiency – Skilled in streamlining workflows to boost productivity and accuracy

Soft Skills
Attention to Detail – Ensures accuracy and compliance in all financial and legal documents
Collaboration & Communication – Supports team alignment and client objectives through effective communication
Time Management – Delivers tasks on time, managing multiple responsibilities effectively
Problem-Solving – Identifies and addresses challenges proactively to maintain efficient workflows
Client Focus & Empathy – Dedicated to understanding and meeting client needs with professionalism

#FinancialManagement #Bookkeeping #TaxCompliance #DataManagement #ProcessOptimization #TeamCollaboration #ProbateSupport #LegalCompliance #ClientSuccess