Your Handy Virtual Assistant for Administrative and Back-Office Support | Trained Australian Financial Planning VA, Property Manager Assitant and
Experience: 6 months - 1 year
I work as Financial Planning Assistant AU. Completing KYC and preparing document for financial advice process. Investment portfolio rebalancing tasks and enforcing privacy protocols and maintaining 100?herence to confidentiality policies.
Experience: 6 months - 1 year
Executed daily administrative tasks, managing calendars, and coordinating meetings. Managed documentation workflows and executed proactive email and phone outreach to recover overdue accounts. Scheduling maintenance and security checks that improved facility cleanliness and safety scores
Experience: 6 months - 1 year
Respond to customer inquiries via phone, email, or chat, providing technical assistance and troubleshooting support.
Experience: 2 - 5 years
Emailing customer inquiry and retail order payments. Processed refunds and adjustments,
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Tyler Gies
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