In today’s fast-paced business world, virtual executive assistants (VEAs) have become indispensable for many leaders and organisations seeking executive assistant jobs.
As we look ahead to 2025, the role of VEAs is set to evolve further, incorporating advanced technologies and skills to provide even more valuable remote executive support.
This comprehensive guide will explore everything you need to know about virtual executive assistants in 2025, from their definition and benefits to hiring, onboarding, and maximising their potential.
IN THIS BLOG
- ➤
What is a Virtual Executive Assistant? - ➤
How Do Virtual Executive Assistants Differ from Traditional Assistants? - ➤
Key Roles of a Virtual Executive Assistant - ➤
Why Should You Hire a Virtual Executive Assistant? - ➤
How a Virtual Executive Assistant Can Enhance Your Productivity - ➤
Cost-Effectiveness of Virtual Executive Assistant Services - ➤
Steps to Find the Right Virtual Executive Assistant - ➤
What to Look for in a Virtual Executive Assistant - ➤
Common Mistakes When Hiring a Virtual Executive Assistant - ➤
What Tasks Can a Virtual Executive Assistant Handle? - ➤
Project Management and Organisation - ➤
Calendar Management and Scheduling Support - ➤
Steps for Successful Onboarding of a Virtual Executive Assistant - ➤
Setting Clear Expectations and Communication - ➤
Tools and Software for Efficient Collaboration - ➤
What Are the Key Skills of a Successful Virtual Executive Assistant? - ➤
Essential Communication Skills for Virtual Executive Assistants - ➤
Technical Skills Required for Virtual Executive Assistants - ➤
Time Management and Delegation Skills - ➤
What Are the Challenges of Working with a Virtual Executive Assistant? - ➤
Common Challenges in Remote Relationships - ➤
How to Overcome Communication Barriers - ➤
Managing Time Zones and Availability - ➤
Maximising the Potential of Your Virtual Executive Assistant - ➤
Continuous Training and Development - ➤
Leveraging AI and Automation - ➤
Measuring and Improving Performance - ➤
The Future of Virtual Executive Assistance - ➤
Emerging Trends in Virtual Executive Support - ➤
Preparing for the Evolution of the VEA Role - ➤
Get ready to hire your Virtual Executive Assistant
What is a Virtual Executive Assistant?
A virtual executive assistant is a remote professional who provides administrative, technical, and strategic support to executives and business leaders at an hourly rate.
Although working remotely, VEAs leverage digital tools and platforms to manage tasks, streamline processes, and enhance productivity for their clients.
How Do Virtual Executive Assistants Differ from Traditional Assistants?
Unlike traditional in-office assistants, virtual executive assistants (VEAs) offer greater flexibility and scalability, making them increasingly valuable in the workspace.
Additionally, these digital professionals can seamlessly work across different time zones, allowing for round-the-clock productivity and support for global businesses that need a virtual assistant.
VEAs are highly adaptable, capable of serving various industries with their diverse skill sets, which often include proficiency in cutting-edge digital tools and software, making them the right person for your needs.
As we approach 2025, VEAs are expected to become even more sophisticated in their use of advanced technologies, such as artificial intelligence and machine learning, to enhance their capabilities in online administrative assistance and virtual office management.
Therefore, this technological prowess enables VEAs to handle complex tasks more efficiently, from managing intricate schedules and coordinating virtual meetings to analysing data and generating insightful reports, all while maintaining the personal touch that is crucial in executive support roles.
Key Roles of a Virtual Executive Assistant
VEAs in 2025 will take on multifaceted roles, including:
- Digital executive aide provides essential support in a home office environment.
- Remote personal assistant available at an hourly rate.
- Executive task delegation manager.
- Virtual productivity enhancement specialists in a home office setting can greatly improve efficiency.
- Online executive coordination expert.
|
Task |
Description |
Benefit |
Calendar Management |
Scheduling appointments, managing conflicts, and optimising time allocation | Allows executives to focus on high-priority tasks without worrying about scheduling logistics |
Email Management |
Filtering, prioritising, and responding to emails | Reduces time spent on non-essential communications, ensuring important messages are addressed promptly |
Travel Arrangements |
Booking flights, hotels, and transportation | Saves time and ensures smooth travel experiences, allowing executives to focus on meeting objectives |
Meeting Coordination |
Organising and preparing for meetings, creating agendas | Enhances meeting productivity and ensures all necessary materials are prepared in advance |
Document Preparation |
Creating reports, presentations, and other documents | Frees up executive time for strategic thinking while ensuring high-quality materials are produced |
Expense Management |
Tracking expenses, preparing reports, and managing budgets | Maintains financial accountability and allows executives to focus on strategic financial decisions |
Project Management |
Overseeing timelines, coordinating team members, and tracking progress | Ensures projects stay on track and deadlines are met, reducing executive stress |
Research |
Gathering information on various topics as needed | Provides executives with necessary data for informed decision-making without time-consuming research |
Client Relations |
Managing communication with clients and stakeholders | Maintains positive relationships and ensures timely responses to client needs |
Office Management |
Overseeing office supplies, equipment, and general operations | Creates a smooth-running work environment, allowing executives to focus on core business activities |
Event Planning |
Organising company events, conferences, and team-building activities | Boosts team morale and company culture without burdening executives with logistical details |
Personal Task Management |
Handling personal errands and appointments for executives | Allows executives to maintain work-life balance and focus on professional responsibilities |
Gatekeeping |
Screening calls, visitors, and requests for executive’s time | Protects executive’s time and ensures only high-priority matters reach their attention |
Team Support |
Assisting with team coordination and communication | Improves team efficiency and allows executives to lead more effectively |
Process Improvement |
Identifying and implementing more efficient work processes | Enhances overall organizational productivity and allows executives to focus on strategic growth |
Candidates:
Filter by Role:
*Booking interviews depend on candidates' availability and interest.
All-inclusive Rate: USD $10.51/hr
Andrea
Candidate ID: 531457
ADVANCED
-
.NET 2.0, Administrative Skills, Financial Reports, Executive Assistance...
INTERMEDIATE
-
Project Management...
Median Rate
$10.51
$11.51
if $1 = PHP52
$13.84
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 10.51 per hour or $USD 910.54 per month
Full Time: $USD 10.51 per hour or $USD 1821.09 per month
Remote Staff Recruiter Comments
- Andrea has been employed as an Executive Assistant and Customer service representative for nearly four years, specializing in the BPO, real estate, crypto trading, and e-commerce industries. She holds a diploma in Mechanical Engineering Technology. She has catered to clients based in the US, UK, and Canada providing support in tasks such as:
- Email management
- Appointment Setting
- Customer Service
- Research
- Financial Management
- Invoices
- Bookeeping
- Data management
- Digital Marketing
- Phone Support
- Property Management
- other admin tasks
- She is proficient with Asana, Zoho, Salesforce, HubSpot, Trello, AppFolio, Xero, wave, Square Up, QuickBooks, Go High Level, Google Workspace, and Microsoft 365.
- She can start immediately for any full-time job.
- Can consider any time zone.
Strongest Behaviors
- More interested in people, building relationships, and teamwork than technical matters. Generally affable, optimistic, and trusting.
- More focused on goals and the people needed to get there than the details or plans; comfortable delegating details.
- Relatively quick in connecting to others; reasonably open and sharing. Builds and leverages relationships to get work done.
ANDREA JANE is an outgoing, talkative, very friendly individual, a lively and stimulating communicator. A good mixer who is poised, active and responsive in social situations.
The complete extravert; informal and uninhibited in their behavior; understands people well and is capable of using that understanding to gain the friendship and cooperation of others. It is important to this individual to be liked and accepted, and they express themself to individuals or groups with warmth and enthusiasm. Easily understands and accepts other viewpoints, ideas, and feelings, and can be effective at getting diverse groups to come together and collaborate.
Employment History
Executive Virtual Assistant
Industry:
Others
Employment Period:
May 2019 to June 2021 (25 Months)
Duties and Responsibilities:
- Personal Assistant to the CEO: Provided dedicated support to the CEO of a Blockchain NFT company, ensuring their day-to-day tasks and priorities were efficiently managed.
- Financial Management: Managed financial activities using finance management tools like Xero/Wave, including budget tracking, expense reports, and invoice processing, contributing to the company's fiscal stability.
- Strategic Planning: Assisted in the development and execution of business strategies by gathering data, conducting data analysis, and presenting insights to facilitate data-driven decision-making.
- Meeting Coordination: Scheduled and coordinated training sessions, meetings, and appointments, ensuring a streamlined and efficient calendar for the CEO.
- Reporting: Compiled and prepared weekly reports for the CEO, summarizing key performance indicators and progress toward company objectives.
- Customer Service: Provided exceptional customer service, addressing inquiries and resolving concerns promptly, enhancing customer satisfaction.
- Data Management: Efficiently handled data entry tasks and data analysis, ensuring data accuracy and utilizing analytical skills to derive meaningful insights for strategic decision-making.
- CRM Maintenance: Managed and maintained the Customer Relationship Management (CRM) system, ensuring accurate and up-to-date customer information for improved client interactions.
- Community Management: Actively engaged with the online community, fostering positive relationships, addressing questions and concerns, and moderating discussions to ensure a positive and productive online presence.
- Operations Management and Support: Managing and supporting day-to-day operations, ensuring seamless workflow and process optimization.
- Digital Marketing: Managed social media channels, overseeing content creation, scheduling, and audience engagement. Conducted email marketing campaigns, leading to increased customer reach and engagement.
- Ad Hoc Tasks: Demonstrated flexibility by effectively handling various ad hoc tasks and projects as needed, ensuring the smooth operation of daily operations and special initiatives.
- Versatile Contributor: Adapted to diverse roles and responsibilities, indicating a readiness to take on new challenges and tasks beyond the outlined duties.
Customer Service Representative
Industry:
Retail / Merchandise
Employment Period:
June 2021 to February 2022 (7 Months)
Duties and Responsibilities:
- Worked for an e-commerce retail company, providing exceptional customer service by handling inbound calls, resolving inquiries, and ensuring customer satisfaction.
- Demonstrated adaptability by transitioning into email support in addition to managing inbound and outbound calls, effectively addressing customer concerns through multiple communication channels.
Real Estate Executive Virtual Assistant
Industry:
Property / Real Estate
Employment Period:
March 2022 to September 2023 (18 Months)
Duties and Responsibilities:
- Personal Assistant to the CEO: Provided dedicated personal support to the CEO within the real estate industry, managing their schedule, handling confidential matters, and ensuring efficient daily operations.
- Travel Arrangements and Personal Tasks: Managed travel arrangements, including booking flights, accommodations, and transportation, while also efficiently handling personal tasks such as online shopping for equipment and other necessities, ensuring the CEO's convenience and efficiency.
- Financial Management: Managed financial activities using Xero/Quickbooks/Square/Wave, including budget tracking, expense reports, and invoice processing and income tracking.
- Property Management: Actively contributed to property management by overseeing property maintenance, ensuring that properties were in excellent condition for guests and tenants. This included finding and managing suppliers for property upkeep, repairs, and renovations.
- Guest support VA/ Rental VA: for guests and new tenants, ensuring seamless reservations and tenant satisfaction. Involves exceptional customer service.
- Property sourcing
- CRM Management: Effectively managed the Customer Relationship, ensuring accurate and up-to-date customer information for improved client interactions and enhanced guest experiences.
- Digital Marketing: Managed digital marketing efforts, including social media management, creating newsletters, and email marketing campaigns,
Executive Assistant | Operations Assistant
Industry:
Education
Employment Period:
October 2023 to March 2024 (5 Months)
Duties and Responsibilities:
- Software as a Service (SaaS) Company
- Bookkeeping: Managed financial activities, including bookkeeping tasks, using Xero and Wave. Ensured accurate records of financial transactions, contributing to the company's fiscal stability. Handles accounts payable and accounts receivable.
- Social Media Engagement: Orchestrated engaging social media strategies to enhance the company's online presence. Crafted and scheduled posts, fostering connections with the audience and promoting brand visibility.
- CRM Management: Spearheaded the management of the Customer Relationship Management (CRM) system. Ensured accurate and up-to-date customer information, contributing to improved client interactions.
- Market Analysis: Conducted comprehensive market analyses, providing valuable insights for strategic decision-making. Monitored industry trends and competitor activities, staying abreast of the evolving SaaS landscape.
- Operations Support: Collaborated with cross-functional teams to optimize operational processes. Assisted in the development and execution of business strategies, contributing to overall efficiency.
- Executive Support: Undertook responsibilities ranging from scheduling and meeting coordination to ad hoc tasks. Maintained a high level of confidentiality while handling sensitive information.
Executive Assistant | Operations Assistant
Industry:
Computer / Information Technology (Software)
Employment Period:
April 2024 to August 2025 (15 Months)
Duties and Responsibilities:
- Client needs streamlining of his day to day operations.
- Automations: Implemented and maintained automation systems to streamline repetitive tasks, improving efficiency and freeing up time for high-priority activities.
- Organization: Maintained order in daily operations by coordinating schedules, handling correspondence, and managing tasks to ensure everything runs smoothly.
- SOP Management and Creation: Made sure that every tasks and operations in the company is written in a document where they can update the document as they improve the process.
- CRM Management: Managed the Customer Relationship Management (CRM) system, ensuring up-to-date client information and facilitating smooth communication and client relations.
- Course Content Management: Oversaw the organization, updating, and distribution of course materials, ensuring that content is accessible and aligned with the coach's educational objectives.
- Community Management: Managed multiple communities in different platforms where the Client has their social media presence. Managed engagements, reminders, and answers different questions.
- Personal Assistance: Provided dedicated support to the coach, managing personal tasks, coordinating appointments, and handling day-to-day responsibilities to ensure the coach's time is optimized.
Executive Assistant
Industry:
Consulting (Business & Management)
Employment Period:
September 2024 to January 2025 (4 Months)
Duties and Responsibilities:
- Bookkeeping: Managed financial records, including tracking expenses, invoicing clients, and reconciling accounts to ensure accurate financial reporting.
- Social Media Management: Created and scheduled engaging content across various social media platforms, fostering community interaction and enhancing the coach’s online presence.
- Automations: Implemented and maintained automation systems to streamline repetitive tasks, improving efficiency and freeing up time for high-priority activities.
- Organization: Maintained order in daily operations by coordinating schedules, handling correspondence, and managing tasks to ensure everything runs smoothly.
- CRM Management: Managed the Customer Relationship Management (CRM) system, ensuring up-to-date client information and facilitating smooth communication and client relations.
- Course Content Management: Oversaw the organization, updating, and distribution of course materials, ensuring that content is accessible and aligned with the coach's educational objectives.
- Personal Assistance: Provided dedicated support to the coach, managing personal tasks, coordinating appointments, and handling day-to-day responsibilities to ensure the coach's time is optimized.
Executive Assistant Bookeeper
Industry:
Accounting / Audit / Tax
Employment Period:
July 2021 to February 2022 (7 Months)
Duties and Responsibilities:
- Digital Presence Enhancement: Executed SEO strategies and Yoast optimization for the firm's online content, improving visibility and attracting potential clients.
- Developed and maintained a blog to showcase the firm's expertise and insights in the accounting industry. •
- Financial Management: Handled bookkeeping tasks to contribute to the financial stability of the firm. Used Xero, Wave and Zoho Books.
- Strategic Communication: Curated and distributed monthly newsletters to keep clients informed about industry updates, tax advice, and firm highlights.
- Personal Assistant: Provided dedicated support to the firm's owner and tax advisor in managing day-to-day tasks and priorities.
- Assisted in personal matters, contributing to the overall efficiency and well-being of the owner.
Executive Assistant to a Coach
Industry:
Consulting (Business & Management)
Employment Period:
May 2024 to August 2024 (3 Months)
Duties and Responsibilities:
- Coaching Business: Microsoft Related Apps Coaching and Tutorial
- Project/Contract based. Client needs streamlining of his day to day operations.
- Automations: Implemented and maintained automation systems to streamline repetitive tasks, improving efficiency and freeing up time for high-priority activities.
- Organization: Maintained order in daily operations by coordinating schedules, handling correspondence, and managing tasks to ensure everything runs smoothly.
- SOP Management and Creation: Made sure that every tasks and operations in the company is written in a document where they can update the document as they improve the process.
- CRM Management: Managed the Customer Relationship Management (CRM) system, ensuring up-to-date client information and facilitating smooth communication and client relations.
- Course Content Management: Oversaw the organization, updating, and distribution of course materials, ensuring that content is accessible and aligned with the coach's educational objectives.
- Community Management: Managed multiple communities in different platforms where the Client has their social media presence. Managed engagements, reminders, and answers different questions.
- Personal Assistance: Provided dedicated support to the coach, managing personal tasks, coordinating appointments, and handling day-to-day responsibilities to ensure the coach's time is optimized.
Education History
Field of Study:
Engineering (Mechanical)
Major:
Diploma in Mechanical Engineering Technology
Graduation Date:
July 22, 2022
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
.NET 2.0, Administrative Skills, Financial Reports, Executive Assistance, Executive Support, Digital Marketing, Social Media Management, Social Media Marketing, Account Management, Bookkeeping, Xero, QuickBooks, Project Management, Operations Management, Property Management, Customer Service, Email Support, Email Marketing, Personal Assistance, Email management, Calendar Management, Zoho CRM, Marketing automation, Website Management, Website Builder, CRM,
INTERMEDIATE ★★
-
Project Management
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/15488326581
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: ACER
- Processor: Intel Core i5
- Operating System: Windows 11
All-inclusive Rate: USD $9.06/hr
Ma.
Candidate ID: 529768
ADVANCED
-
Administrative Skills, Executive Assistance, Graphic Design, Hootsuite...
INTERMEDIATE
-
Business Management, Social Media Management, Paralegal, Outsourcing...
Median Rate
$9.06
$9.85
if $1 = PHP52
$11.68
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 9.06 per hour or $USD 784.98 per month
Full Time: $USD 9.06 per hour or $USD 1569.96 per month
Remote Staff Recruiter Comments
- Justine has been working for almost 3 years handling roles such as Admin Operations Assistant/Case Manager Virtual Assistance, Executive Admin Assistant, Content Creator Virtual Assistance, Quality Assurance Virtual Assistance and Operations Customer Service Representative in the Business Process Outsourcing Company, Construction Firm, Law Firm, e-commerce, affiliate marketing, solar business, digital marketing and financial services. She was able to cater clients from US and UK.
- She was exposed to the following tasks:
- Executive Virtua Assistance
- Accounting
- Appointment Setting
- Sales Lead Generation
- Property Management
- Amazon Product Research
- Legal Assistance
- Payroll
- Calendar management
- Graphic design
- Customer Service
- Social media management
- Bookkeeping
- Invoicing
- Contract Management
- Handled a team (web developers,graphic designers, an SEO analyst, social media specialists, paid media specialists, digital marketing specialists)
- Admnistrative tasks
- She is proficient in using tools such as: Adobe Express
- Asana
- Canva
- CapCut
- Calendly
- Clickup
- Eventbrite
- Google Data Studio
- Google Analytics
- Google Trends
- Last Pass
- Lucid Chart
- OneDrive
- Panda Docs
- Quickbooks
- Shopify
- Slack
- Trello
- Toggl
- SuperHuman
- Helium 10
- HootSuite
- Hubstaff
- Loom
- LinkedIn Navigator
- Monday.com
- MS Word/Excel
- MyCase
- Notion
- WooCommerce
- Xero
- Zappier
- Zoom
- Flodesk
- Call Log Tracking Metrics
- Animaker
- Chat GPT
- Tube Buddy
- She can start ASAP, amenable to working any shifts and open to any full-time or part-time roles.
Strongest Behaviors
- Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
- Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
- Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
- Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
Ma Justine is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.
Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Ma Justine, who takes responsibilities very seriously.
With experience and/or training, Ma Justine will develop a high level of specialized expertise and efficiency. Disciplined and dedicated to the job and the company. Work pace is somewhat faster-than-average, and Ma Justine is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.
Employment History
Admin Operations Assistant/Case Manager VA
Industry:
Law / Legal
Employment Period:
August 2021 to February 2022 (6 Months)
Duties and Responsibilities:
- Provided Admin/Executive/Workforce services such as productivity monitoring ofemployees, attendance, payroll, contracts, sending memos, providing/creating logincredentials for new hires, onboarded/offboarded staff, and fixed disputes and otherwork-related concerns.
- Sending/Booking calendar meetings and invites.
- Creating/Implementing company policies.
- Sending/presenting reports to the CEO.
- Assigned in recruitment to create graphics and posters for the current campaign.
- Sourced talents from LinkedIn, Indeed, and Online Jobs.
- Created talent descriptions and duties for our next hire/candidate.
- Provided bookkeeping services as well using Quickbooks and Panda Docs.
- Reporting to the VP every week for the employees and team performance.
- Managed and scheduled social media postings for FB, IG, and TikTok.
- Worked closely with the division managers of each department to discuss the agenda forthe week, the coming week, and the entire month. Discussing what things should beprioritized first to improve the company's performance and sales.
- Develop technical and business requirements and always strive to deliver intuitive anduser-centered solutions.
- Filed pleadings, and called court districts to confirm the case’s status and if the files fromus had been received successfully a week before the pleading day.
- Managed/Organized files in OneDrive and MyCase making sure that the tags for clientsare correct, if whose we currently working on, and the cases we closed.
- Created/Sent invoices to clients and follow-ups.
Executive Admin Assistant Content Creator VA
Industry:
Advertising / Marketing / Promotion / PR
Employment Period:
April 2021 to August 2021 (4 Months)
Duties and Responsibilities:
- Provided Admin/Executive assistant services such as calendar management, and taking down notes during the meetings.
- Managed the team and had meeting with them to know the status of the work their doing.
- Wrote contents for a niche, for example: airconditioner with a heater. In the content I wrote I make sure to put the pros and cons and reviews from the customer and what makes it better with the other brand, etc.,
- Product Research and product listings on Amazon.
Quality Assurance VA
Industry:
Construction / Building / Engineering
Employment Period:
May 2020 to April 2021 (11 Months)
Duties and Responsibilities:
- Assigned on filtering/sorting the recorded calls of the centers that worked for the companies we worked with.
- Made sure that the tags and notes written on the call logs are all correct. If in case it is not correct I need to call the center and make sure to follow up on the concern of the client who called especially after a hurricane has passed.
- Tracked clients' status and concerns on a spreadsheet, if it has been resolved, need urgency, or need to be resolved within the day or specific day.
- Managed the KPI monthly investment or reports for the Organic Page, PPC, and FB using Google Data Studio.
- Sent reports to the CEO and account managers.
Operations Customer Service Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
January 2019 to April 2020 (15 Months)
Duties and Responsibilities:
- Explained and educated the breakdown of the client's finances and billings.
- Collected and follow up on payments of clients'. Documented conversations with clients. Offered new rate plans, devices, and mobile accessories to make sales.
- Provided troubleshooting and basic IT resolutions to clients that are having issues with their devices, plans, etc.,
Admin Executive Assistant/Accounting/Bookkeeping Assistant
Industry:
Property / Real Estate
Employment Period:
July 2023 to April 2024 (9 Months)
Duties and Responsibilities:
- Provided Admin and Accounting/Bookkeeping assistance to track income and expense.
- Created a new MS Excel major accounting sheet.
- Present accounting reports for my boss’ business and personal accounting.
- Reconciled reports using Xero. Reconciled reports using Xero.
- Add products to the Shopify store.
- Performed monthly rate analysis for properties.
- Sending/Booking calendar meetings and invites.
- Created operations manual for the processes.
- Done market comparison research.
- Helped on tracking current propery auctions.
Office Administrative Assistant
Industry:
Construction / Building / Engineering
Employment Period:
May 2024 to August 2024 (3 Months)
Duties and Responsibilities:
- Maintain and update records accurately and efficiently.
- General administration including inbox management and drafting correspondence
- Assist in compiling professional documents, presentations, reports, letters & documents.
- Process bills for payment (purchase orders, approvals, payment processing, remittances, new supplier setup).
- Contribute to bookkeeping tasks like account reconciliations, journal entries and monthly/weekly client updates.
- Perform payroll processing and timesheet entry accurately and on time.
OPERATIONS CUSTOMER SERVICE REPRESENTATIVE
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
January 2019 to November 2020 (22 Months)
Duties and Responsibilities:
OPERATIONS CUSTOMER SERVICE REPRESENTATIVE
Industry:
Employment Period:
January 2019 to November 2020 (22 Months)
Duties and Responsibilities:
VIRTUAL ASSISTANT/QUALITY ASSURANCE
Industry:
Advertising / Marketing / Promotion / PR
Employment Period:
May 2020 to April 2021 (10 Months)
Duties and Responsibilities:
- Managed social media KPI monthly reports, keyword reports, analytic and statistic reports.
- Coordinated and worked closely with account managers for the social media financial reports(total investments/spent) and inventory.
VIRTUAL ASSISTANT/QUALITY ASSURANCE
Industry:
Employment Period:
January 1970 to April 2021 (615 Months)
Duties and Responsibilities:
ADMINISTRATIVE ASSISTANT/CASE MANAGER
Industry:
Computer / Information Technology (Software)
Employment Period:
August 2021 to February 2022 (5 Months)
Duties and Responsibilities:
- Provided a range of administrative and executive support services, including employee productivity monitoring, attendance tracking, payroll management, and resolving work-related concerns.
- Handled recruitment, created talent descriptions, and sourced candidates from platforms like LinkedIn, Indeed, and Online Jobs.
- Managed calendars, scheduled meetings, and presented reports to the CEO and VP.
- Assisted with onboarding/offboarding, created company policies, and designed graphics for recruitment campaigns.
- Delivered bookkeeping services using QuickBooks and Panda Docs. Managed social media content for Facebook, Instagram, and TikTok.
- Organized files in OneDrive and MyCase, ensuring accurate tagging, and prepared invoices for clients.
- Regularly collaborated with department managers to prioritize tasks and drive company performance.
ADMINISTRATIVE ASSISTANT/CASE MANAGER
Industry:
Employment Period:
January 1970 to February 2022 (625 Months)
Duties and Responsibilities:
SALES ADVISOR 1
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
August 2022 to February 2023 (6 Months)
Duties and Responsibilities:
- Provided customer service to HP clients offering advice to purchase the products that are suitable to their needs and budget.
- Educated the features of the product to customers and addressed concerns and inquiries as well as resolving complaints.
SALES ADVISOR 1
Industry:
Employment Period:
January 1970 to Present
Duties and Responsibilities:
CUSTOMER SERVICE ASSOCIATE
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
January 2024 to June 2024 (5 Months)
Duties and Responsibilities:
- Provided support to Virgin Media Business clients by resolving issues related to their routers and WiFi connectivity.
- This involved performing IT procedures and basic coding to improve router functionality and enhance signal strength.
- Key responsibilities included troubleshooting and sending signals remotely to the client's router, scheduling engineer or technician visits for issues that couldn't be resolved remotely, and ensuring timely follow-ups to address client concerns effectively and data entry.
CUSTOMER SERVICE ASSOCIATE
Industry:
Employment Period:
January 2024 to June 2024 (5 Months)
Duties and Responsibilities:
ADMIN BOOKKEEPING ASSISTANT
Industry:
Property / Real Estate
Employment Period:
July 2023 to January 2025 (18 Months)
Duties and Responsibilities:
- Provided administrative and bookkeeping support, including tracking income and expenses, creating a comprehensive accounting sheet in MS Excel, and preparing reports for both business and personal accounting.
- Reconciled accounts using Xero, managed product listings on Shopify, and conducted monthly rate analysis for properties.
- Scheduled meetings, created an operations manual for business processes, performed market comparison research, and assisted in tracking property auctions.
ADMIN BOOKKEEPING ASSISTANT
Industry:
Employment Period:
July 2023 to January 2025 (18 Months)
Duties and Responsibilities:
ADMIN ASSISTANT/BOOKKEEPER/SOCIAL MEDIA MANAGER VA
Industry:
Construction / Building / Engineering
Employment Period:
April 2024 to July 2025 (15 Months)
Duties and Responsibilities:
- Provided administrative and executive support, created graphics, soc med strategies and content posting, SEO and hashtag research for profile visibility, handled bookkeeping, payroll, edited/drafted and managed project coordination.
- Used RingCentral to make phone calls, follow-ups, and callbacks to request estimates for projects based on the client's renovation needs.
- I gathered estimates and recorded them in a Google Sheet to track which company offered the best price. I also prepared proposals using JobTread.
- Used QuickBooks to create and send invoices to clients.
- Created content for social media, including before-and-after photos, videos, and work-in-progress updates.
ADMIN ASSISTANT/BOOKKEEPER/SOCIAL MEDIA MANAGER VA
Industry:
Employment Period:
April 2024 to July 2025 (15 Months)
Duties and Responsibilities:
Education History
Field of Study:
Marketing
Major:
Marketing
Graduation Date:
January 1, 2011
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Administrative Skills, Executive Assistance, Graphic Design, Hootsuite, Bookkeeping,
INTERMEDIATE ★★
-
Business Management, Social Media Management, Paralegal, Outsourcing, Shopify, Graphic Design, Accounting, Bookkeeping, Virtual Assistant Skills, Executive Support, Appointment Setting, Lead Generation, B2B Marketing, B2C Marketing, Facebook Marketing, Online Marketing, Social Media Marketing, Telemarketing, Product Listing, Amazon Product Research, GraphicsLegal ConsultingCustomer ServiceAdministrative SupportSEO
Work at Home Capabilities:
- Internet Bandwidth: Greater than 100mbps
- Working Environment: Private Room
- Speed Test Result: N/A
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: MacBook Air
- Processor: 1.1 GHz Dual-Core Intel Core i3
- Operating System: MacOS X
All-inclusive Rate: USD $6.64/hr
Charity
Candidate ID: 527041
ADVANCED
-
Salesforce CRM, Google Apps, Microsoft Office...
INTERMEDIATE
-
Administrative Support, Administrative Skills, Sales, Insurance Consulting...
Median Rate
$6.64
$7.07
if $1 = PHP52
$8.07
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 6.64 per hour or $USD 575.70 per month
Full Time: $USD 6.64 per hour or $USD 1151.41 per month
Remote Staff Recruiter Comments
- Kakay, a non-practising nurse and licensed financial advisor, has worked in the pharmaceutical, local government unit, online educational institution, and insurance industries for over 20 years, handling and performing roles such as Financial Advisor, Executive Assistant, ESL Tutor/teacher, Corporate Nurse, HR Personnel, Public Information Officer, Staff Nurse, and Medical Representative. She has a Bachelor of Science in Nursing. She has served local customers.
- She was exposed to the following tasks:
- Sales
- Phone Support
- Email Handling
- Calendar management
- ESL Teaching
- Payroll
- Customer Service
- Client Relations
- Administrative tasks
- As a Financial advisor, her tasks are:
- Offer Financial Services to clients for life and health insurances, investments, property and motor security as well as personal accident insurances.
- Conducts Financial Needs Analysis for interested clients and companies.
- Handles and maintain clients and companies
policies while in force.
- She is proficient in using tools such as Salesforce, Google apps and MS tools.
- She can start ASAP and open to any full-time or part-time roles.
Predictive Index Profile - Guardian
Strongest Behaviors
- Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
- Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
- Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
- Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
- Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
Behavioral Summary
A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Charity will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.
Given sufficient experience, they will produce work of high quality, giving close attention to the accuracy of details. Stable and dependable; consistent in their actions and, if necessary, has sufficient patience to do work of a repetitive nature. Believes in having, and following, well-defined processes and procedures.
Employment History
Medical Representative
Industry:
BioTechnology / Pharmaceutical / Clinical research
Employment Period:
June 1997 to December 1998 (18 Months)
Duties and Responsibilities:
- Sells and promotes the company's pharmaceutical products to Pediatricians and City Health Doctors.
- Increase the drugs sales by performing needs analysis and cost benefit reports from other competitor products.
- Monitor sales of the products by getting the monthly sales volume of the product from drugstores and pharmacies as well as the number of prescriptions from the pediatricians that were covered by the product.
- Gives weekly free samples to participating drugstores to walk in customers in order to product awareness, answer queries, provide advice and introduce new products.
- Negotiates and collaborates with hospital drugstores and doctors to patronize your medicines.
Corporate Nurse
Industry:
Government / Defence
Employment Period:
October 2001 to December 2014 (158 Months)
Duties and Responsibilities:
- Maintains employees health records and assists Company Physician in assessment and health management of the employees.
- Facilitates in the processing of insurance and health claims (social security and ECC claims) of employees.
- Conducts health seminars to employees and customers.
- Home visits injured and sick employees.
- In charge of Non-life Insurances as well as motor vehicle insurances of the company. Committee Chair for the In-house hospitalization program of the company.
- Prepares letter of authority before hospital admissions as well as preparing the accounts payables to doctors and hospitals. Assist is the updating of the 201 file of all employees.
Staff Nurse
Industry:
Government / Defence
Employment Period:
November 1999 to September 2001 (22 Months)
Duties and Responsibilities:
- Provides high quality nursing care to the patient while following hospital and health protocols.
- Prepares and administers Oral and Parenteral Medicines. Works hand in hand with Nursing Attendants, Care Givers and Midwives in giving nursing care.
- Prepares patient for any diagnostic and surgical procedures. Performs the Nursing care plan, explains the procedures and medicines to the family members as well as the patient.
- Assist during doctor's calls and patient's rounds.
- Performs any other tasks assigned by the doctors and other superiors.
- Discusses home management and discharge plans to patients and next of kin or any other family members. Maintains confidentiality of patient's records.
ESL TUTOR/TEACHER
Industry:
Education
Employment Period:
April 2020 to December 2021 (20 Months)
Duties and Responsibilities:
- ESL (English as Second Language) tutor, teaches english language lessons to students both young and adult to non-native speakers.
- Prepare classroom and course materials as assigned in the software provided by the company.
- Grade students' assessments
- Create individualized plans for students with special requirements (e.g. learning disabilities).
- Research new teaching methods for teaching English as a second language.
- Create a supportive and positive classroom environment especially if dealing with pre- schoolers and school age students.
- Follow national protocols, taboo and other social and political awareness of the country,
Public Information Facilitator
Industry:
Government / Defence
Employment Period:
January 2015 to December 2016 (23 Months)
Duties and Responsibilities:
- Assistant Editor-in-Chief of the company's newsletter, wall news and annual report of the coop.
- Organizes meetings amongst member-customers of the cooperative if new mandates from the government will be enforced.
- Acts as Public Relations Officer to other cooperatives all throughout the country.
- Makes and announces power interruption report to radio station and cable networks.
- Makes written correspondence in behalf of the General Manager and assists in the organization of the Annual General Assembly of the cooperative.
Executive Assistant
Industry:
Others
Employment Period:
October 2016 to October 2023 (84 Months)
Duties and Responsibilities:
- Assist and handles all admin tasks and simple bookkeeping of the company.
- Manages his business emails, social media account of the company for queries.
- interacts with customers in owner's behalf and attends meeting and seminars.
- organizes weekly schedule of deliveries and summary of the transactions and prepares statement of account of clients.
- In charge and updates employee's welfare like health and accident insurances.
- Checks payroll and payables from the Accounting team and submits to the owner for processing of payments. And any other clerical and admin task required by the CEO,
Licensed Financial Advisor
Industry:
Insurance
Employment Period:
March 2019 to October 2023 (55 Months)
Duties and Responsibilities:
- offers Financial Services to clients for life and health insurances, investments, property and motor security as well as personal accident insurances.
- conducts Financial Needs Analysis for interested clients and companies.
- handles and maintain clients and companies policies while in force.
Education History
Field of Study:
Nursing
Major:
Nursing
Graduation Date:
January 1, 1996
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Salesforce CRMGoogle AppsMicrosoft Office
INTERMEDIATE ★★
-
Administrative Support, Administrative Skills, Sales, Insurance Consulting, Phone Support, Email Marketing, Email Support, Email Handling, TeachingOnline TeachingCustomer ServiceCustomer RelationsClient Relations
Work at Home Capabilities:
- Internet Bandwidth: Greater than 100mbps
- Working Environment: Private Room
- Speed Test Result: N/A
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: MACBOOK PRO 2020 M1
- Processor: 0
- Operating System: MacOS X
All-inclusive Rate: USD $9.54/hr
Dianne
Candidate ID: 526074
ADVANCED
-
Autodesk Revit, Lumion 4.0.2, Real Estate, AutoCAD...
INTERMEDIATE
-
3D Design, 3D Max, Video Ads...
Median Rate
$9.54
$10.40
if $1 = PHP52
$12.40
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 9.54 per hour or $USD 1653.67 per month
Remote Staff Recruiter Comments
- Documentation (Data Entry & Bookkeeping)
- Customer Support (inbound & outbound calls)
- Email management
- Calendar management
- Content Writing
- Video Editing
- UI/UX Designing
- Lumion
- Revit
- AutoCAD
- Adobe Suite (Photoshop, Illustrator, Premiere Pro & Lightroom)
- SketchUp
- Autodesk
She is amenable to working on day shift for any full-time or part-time roles
Predictive Index Behavioral Profile- Persuader
Strongest Behaviors
- Interested in people, building relationships, and teamwork rather than technical matters. Affable, optimistic, and easily trusting.
- Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.
- Collaborative; usually works with and through others. Intuitive understanding of team cohesion, dynamics, and interpersonal relations.
Behavioral Summary
Dia is an engaging, stimulating communicator, poised and capable of projecting enthusiasm and warmth, and of motivating other people.
Has a strong sense of urgency, initiative and competitive drive to get things done, with emphasis on working with and through people in the process. Understands people well and uses that understanding effectively in influencing and persuading others to act.
Employment History
TECHNICAL DESIGNER (INTERN)
Industry:
Construction / Building / Engineering
Employment Period:
July 2021 to July 2022 (12 Months)
Duties and Responsibilities:
- Collaborate with clients to understand their needs and requirements for the interior space.
- Develop space plans that optimize functionality, flow, and efficiency within a given space.
- Work closely with architects, contractors, and other professionals involved in the construction process to ensure the design intent is realized.
- Resolve any technical issues that may arise during construction.
ARCHITECTURAL INTERIOR DESIGNER
Industry:
Construction / Building / Engineering
Employment Period:
August 2022 to December 2022 (4 Months)
Duties and Responsibilities:
- Coordinate and manage various aspects of the design project, including timelines, schedules, and milestones.
- Communicate effectively with clients, contractors, and team members throughout the design and construction process.
- Identify and address challenges that may arise during the design and construction phases.
- Propose creative and practical solutions to overcome
INTERIOR DESIGNER
Industry:
Architectural Services / Interior Designing
Employment Period:
January 2022 to December 2022 (11 Months)
Duties and Responsibilities:
- Choose appropriate color schemes, materials, and finishes to enhance the overall design.
- Consider the functionality, durability, and aesthetic appeal of selected materials. Collaborate with architects, contractors, and suppliers to ensure the seamless execution of the design plan.
- Obtain quotes, samples, and specifications for materials and products.
REAL ESTATE VIRTUAL ASSISTANT
Industry:
Property / Real Estate
Employment Period:
January 2022 to July 2023 (18 Months)
Duties and Responsibilities:
- Input property details, client information, and other relevant data into databases or Customer Relationship Management (CRM) systems.
- Update and maintain property listings on various platforms. Schedule property showings, meetings, and other appointments for real estate professionals.
- Send reminders to clients and agents about upcoming appointments. Assist in managing social media accounts by scheduling posts, responding to comments, and engaging with followers.
- Create and curate content to promote property listings and real estate services.
Education History
Field of Study:
Architecture
Major:
Emergent Architecture
Graduation Date:
January 30, 2019
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Autodesk Revit, Lumion 4.0.2, Real Estate, AutoCAD, Video Editing, Adobe Photoshop, Google SketchUp,
INTERMEDIATE ★★
-
3D Design3D MaxVideo Ads
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: https://v-cg.etsystatic.com/video/upload/ac_none,du_15,q_auto:good/video_20220818_161434_2_r1glps.mp
- Internet Type: Fiber
- Hardware Type: Desktop
- Brand Name: Globe
- Processor: Intel Core i9 24-Core Processor i9
- Operating System: Windows 10
All-inclusive Rate: USD $6.64/hr
Marijoy
Candidate ID: 523925
ADVANCED
-
Administrative Skills...
INTERMEDIATE
-
Executive Assistance, Microsoft Office, Google Apps, Canva...
Median Rate
$6.64
$7.07
if $1 = PHP52
$8.07
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 6.64 per hour or $USD 575.70 per month
Full Time: $USD 6.64 per hour or $USD 1151.41 per month
Remote Staff Recruiter Comments
- MJ has a total of 12 years working experience handling roles like Executive Assistant, and Recruiter Administrator within manufacturing, oil and gas, and web hosting companies
- She is experience handling clients based in Africa and US
- She has in depth experience with back office administration as well as recruitment processes which include
- Calendar Management
- Email Management
- Taking Minutes of the meeting
- Scheduling applicants for interviews
- Reviewing applications
- Helping hiring managers for setting up appointments
- Preparing training materials
- Liaising for onboarding candidates
- Doing clerical and data entry tasks
- She is hiring for Data Specialist, IT, SEO, Executive Assistant, and Facility Maintenance Engineer
- She has also experience with arranging expatriate visa papers and working permits
- She is a confident user of
- Microsoft
- Outlook
- Google Suite
- Excel
- Canva
- Slack
- Asana
- QuickBooks
- She can start as soon as possible
https://www.predictiveindex.com/reference-profile/guardian/
Strongest Behaviors
- Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
- Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
- Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
- A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Marijoy will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.
Employment History
Executive Assistant
Industry:
Manufacturing / Production
Employment Period:
June 2015 to June 2020 (60 Months)
Duties and Responsibilities:
- Managing and reviewing filing and office system
- Planning and organizing events
- Attending meetings on your boss’s behalf
- Taking action points and writing minutes
- Delegating works in your boss’s absence
- Arranging appointments
- Devising and maintaining office systems, including data management and filing
- Producing documents, briefing papers, reports, and presentations
- Doing administrative work, logistics, purchasing, and marketing as well
Facility Maintenance / Executive Assistant to the CEO
Industry:
Construction / Building / Engineering
Employment Period:
July 2009 to July 2014 (60 Months)
Duties and Responsibilities:
- Preparing documents to put out tenders for contractors
- Project management and supervising and coordinating work of contractors
- Calculating and comparing costs for required goods or services to achieve maximum value for money
- Ensuring the building meets health and safety requirements Communicates directly, and on behalf of the President and CEO, with Board members, donors, Foundation staff, and others, on matters related to CEO's programmatic initiatives Scheduling/Booking for the directors of the company
Administrative Assistant/ Recruitment Administrator / Virtual Assistant
Industry:
Employment Period:
June 2022 to June 2023 (12 Months)
Duties and Responsibilities:
- Review applications and resumes to determine qualifications and relevance to job requirements Interview candidates to assess their qualifications and fit with company culture
- Helping managers with interviewing techniques to ensure that all candidates are treated fairly
- Reviewing job applications to ensure that they are complete and comply with company guidelines
- Coordinating the hiring process from start to finish, including scheduling interviews, communicating with candidates, and arranging offers of employment Helping to develop and implement hiring strategies that will yield a diverse candidate pool while reducing bias towards specific group
Data Specialist
Industry:
Employment Period:
June 2021 to June 2022 (12 Months)
Duties and Responsibilities:
- Conducting a thorough data analysis of clients' information and storage systems.
- Creating or implementing a digital conversion program in line with the client's needs.
- Installing and maintaining data collation software.
- Verifying and extracting data from hardcopy and other digital sources.
- Importing and transferring data to a secure central database.
- Performing regular data integrity and quality audits.
- Creating and submitting data collation reports.
- Troubleshooting information storage issues.
- Training staff on data storage and retrieval processes
Project based Recruiter
Industry:
Human Resources Management / Consulting
Employment Period:
October 2023 to January 2024 (3 Months)
Duties and Responsibilities:
- High volume recruitment for Blue Collar Tradesperson's
- End to end recruitment
- Fast paced working environment- Ability to work under pressure, meet deadlines and targets;
- Recruitment across a number of large scale projects
- Effectively communicate with Managers, clients, candidates and stakeholders
- Use of online platforms to source and identify the right candidate
- Ability to headhunt applicants
- Ability to work and assist in the direction of junior team members
Education History
Field of Study:
Commerce
Major:
Management
Graduation Date:
April 5, 2002
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Administrative Skills
INTERMEDIATE ★★
-
Executive Assistance, Microsoft Office, Google Apps, Canva, Google SheetsGoogle DocsMicrosoft ExcelMicrosoft PowerPointMicrosoft Word
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/15251198953
- Internet Type: Broadband
- Hardware Type: Desktop
- Brand Name: HP
- Processor: Intel Core i5
- Operating System: Windows 10
All-inclusive Rate: USD $6.64/hr
Abigail
Candidate ID: 523126
ADVANCED
-
Administrative Skills, Customer Experience, Human multitasking, Amazon Product Research...
INTERMEDIATE
-
eCommerce, eBay, Amazon, Outbound Calling...
Median Rate
$6.64
$7.07
if $1 = PHP52
$8.07
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 6.64 per hour or $USD 1151.41 per month
Remote Staff Recruiter Comments
- Abigail has worked for 6 years in different companies from BPO, Retail, Real Estate, and Healthcare. She handled different positions such as Medical Scribe, Amazon Supplier Outreach Specialist, Amazon FBM and FBA, Real Estate Agent, Medical Coding Instructor, and Benefit Claims Processor. She graduated with a Bachelor of Science in Nursing. She started her freelancing career in 2019 and worked with clients from the US and Australia. She supported the following tasks:
- Admin support - records management, data entry
- Store management
- product listing, inventory management, product research, content creation, quality assurance
- Handling medical records
- Handling patients' records
- Ensure all documentation follows the facility's guidelines and standards
- Processing claims
- Back-office support
- Customer support
- She is proficient in systems such as NextGen EHR, Health Fusion, Microsoft Office, Slack and e-commerce platforms.
- She is available to start immediately, and she is amenable to working the day shift for any part-time or full-time position.
Strongest Behaviors
- Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
- Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
- Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Abigail will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.
Given sufficient experience, they will produce work of high quality, giving close attention to the accuracy of details. Stable and dependable; consistent in their actions and, if necessary, has sufficient patience to do work of a repetitive nature. Believes in having, and following, well-defined processes and procedures.
Employment History
Medical Scribe Specialist
Industry:
Healthcare / Medical
Employment Period:
April 2022 to June 2024 (25 Months)
Duties and Responsibilities:
- Accurately and promptly document patient histories, exams, complaints, assessments, and treatment plans as dictated by healthcare providers
- Record any lab results, diagnostic findings, and procedures performed during the patient visit.
- Contacting patients regarding their lab test results and scheduling appointments
- Enter patient information, such as demographics and medical history, into electronic health records (EHR) system (NextGen Healthcare)
- Transcribe medical conversations and instructions given by the provider
- Assisting with medical coding and billing processes to ensure accurate reimbursement for services rendered.
- Verifying and updating insurance information
- Reviewing faxed documents to ensure they were properly filed in the correct patient's portal
Vendor Outreach Coordinator
Industry:
Retail / Merchandise
Employment Period:
March 2022 to April 2023 (12 Months)
Duties and Responsibilities:
- Sending an email to the potential supplier asking for the catalogs and their policies.
- Calling suppliers using Google Voice
- Research and identify potential suppliers who could offer products of interest to Amazon's customer base.
- Managing catalogs using Trello and Pipedrive
- Clearly and effectively communicate the benefits of selling on Amazon, including access to a vast customer base, fulfillment options, and marketing opportunities.
- Maintain accurate records of outreach activities and supplier interactions
E-commerce Specialist
Industry:
Retail / Merchandise
Employment Period:
March 2016 to December 2022 (80 Months)
Duties and Responsibilities:
- Managed stores, supervised virtual assistants, handled A-Z claims/refunds, returns, processed orders, conducted product research, served as a customer service representative, and repriced items.
- Identifying and analyzing potential niches or product categories
- Using tools and data to assess market demand, trends, and competition (SAS, Keepa, Zik Analytics, Helium 10, Revseller, Grabley)
- Identify key competitors in the chosen niche
- Analyze their product offerings, pricing strategies, customer reviews, and overall performance.
- Ensure that there is sufficient margin for profitability.
- Maintain organized records of product research data, including market trends, competitor information, and supplier details.
- Track the performance of selected products
- Using Seller Central to list products on Amazon (suppliers include Walmart, Home Depot, Bed Bath & Beyond, Zoro, Lowe's, Costco, Fleet Farm, and Amazon itself)
Medical Coding Educator
Industry:
Healthcare / Medical
Employment Period:
September 2014 to February 2016 (16 Months)
Duties and Responsibilities:
- Delivering lectures, workshops, and training sessions on medical coding principles, guidelines, and procedures to students or staff.
- Providing one-on-one mentoring and guidance to students or junior coders, offering support in understanding complex coding scenarios and resolving coding-related queries.
- Emphasizing adherence to ethical standards and compliance with coding guidelines, HIPAA regulations, and healthcare industry standards in all instructional activities.
Claims Specialist
Industry:
Healthcare / Medical
Employment Period:
December 2011 to September 2014 (32 Months)
Duties and Responsibilities:
- Reviewing documents received from patients to ensure completeness, and identify eligible and ineligible members and dependents.
- Handles inquiries and phone calls related to benefits and coverage
- Monitors the PhilHealth process flow to ensure timely submission of claims.
- Coordinating with physicians regarding patient diagnoses and signatures.
- Verifing claim eligibility based on PhilHealth membership status and coverage.
Real Estate Administrative Assistant
Industry:
Property / Real Estate
Employment Period:
December 2018 to December 2019 (11 Months)
Duties and Responsibilities:
- Posting pictures of each property listing on social media like Facebook, Instagram and Tiktok
- Responding to initial client inquiries, scheduling property viewings, and providing basic information about properties.
- Assisting in collecting data on local market trends, prices, and property regulations.
- Handling paperwork such as filing documents, organizing client information, and maintaining databases.
Customer Support Specialist
Industry:
Others
Employment Period:
December 2022 to September 2023 (8 Months)
Duties and Responsibilities:
- Responding to customer inquiries, issues, and requests via email.
- Engaging with customers in real-time through chat platforms.
- Assisting with queries, troubleshooting, and product information.
- Assisting customers with order placements, modifications, and cancellations.
- Escalating complex technical issues to appropriate teams.
- Documenting interactions, issues, and resolutions accurately.
- Maintaining up-to-date knowledge of products or services.
- Generating reports on customer service metrics and trends.
- Addressing customer concerns proactively to prevent churn.
Education History
Field of Study:
Nursing
Major:
Nursing
Graduation Date:
December 13, 2018
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Administrative Skills, Customer Experience, Human multitasking, Amazon Product Research, Internet Research, Typing,
INTERMEDIATE ★★
-
eCommerceeBayAmazonOutbound CallingCustomer Support
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/15233481210
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: lenovo
- Processor: i3 intel core
- Operating System: Windows 11
All-inclusive Rate: USD $8.57/hr
Monilice
Candidate ID: 521521
ADVANCED
-
Phone Support, Order Processing, Order Management, Order Entry...
INTERMEDIATE
-
Training, Upselling...
Median Rate
$8.57
$9.29
if $1 = PHP52
$10.96
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 8.57 per hour or $USD 743.12 per month
Full Time: $USD 8.57 per hour or $USD 1486.25 per month
Remote Staff Recruiter Comments
- She has a total of 19 years of experience as a Shift Manager, Onboarding Specialist, Customer Service Representative, and Virtual Assistant within the industries of eCommerce, real estate, solar energy, fintech, and BPO industries
- Her recent job as Shift Manager for an eCommerce company involved different tasks like:
- Tracking Lost Orders and Checking the status of the orders
- Managing Amazon, Target, and Facebook Market Place site
- Taking Orders through their Magento system
- Managing customer reviews
- Resolving customer complaints
- Coordinating with logistics
- Managing the schedule of the agents
- Overseeing the eCommerce operations
- She also has extensive experience with onboarding new employees as well as providing coaching and mentoring
- She has also worked as a virtual assistant for a property company and is very well-versed in doing skip tracing, cold calling, and managing property listings
- She has experience with using tools and applications like
- Amazon
- Magento
- Boxy
- Ship station
- UPS
- Gorgias
- Zendesk
- Confluence
- Trello
- She can start as soon as possible
https://www.predictiveindex.com/reference-profile/maverick/
Strongest Behaviors
- Socially informal, extroverted, and outgoing; gets familiar quickly. Communicates in an uninhibited, lively, and adaptable manner, drawing others into the conversation.
- Interested in people, building relationships, and teamwork rather than technical matters. Affable, optimistic, and easily trusting.
- Focused on goals and the people needed to get there, not details or plans; frequently delegates details.
- A very independent, confident, decisive, self-starter, intense and driving. This individual has a strong sense of urgency, can react and adjust quickly to changing conditions, generate novel ideas, and deal with them swiftly.
Employment History
Shift Manager
Industry:
Transportation / Logistics
Employment Period:
May 2018 to August 2023 (63 Months)
Duties and Responsibilities:
- Manages team and making sure everyone is doing their task and all channels of communication are manned.
- Responsible for Shipping Issues, making sure that customers with issues on their packages are being contacted and resolutions are provided accordingly.
- Also responsible for Escalations for Shipping Dept.
- Manages Shift/Task Schedules for my agents.
- Conducts weekly team meeting and coaching for the team.
Onboarding Communications Coordinator
Industry:
Environment / Health / Safety
Employment Period:
September 2019 to September 2022 (36 Months)
Duties and Responsibilities:
- Manage welcome preparation for New Hires. Doing reach out by sending them text messages and welcome emails before their start date. Making sure all inquiries
- about the company are answered.
- In charge of gifting's for employees that reached their 90 days and anniversaries.
- In charge of sending perks to boost the morale of the employees.
- Handles Culture and Experience making sure that all remote and in person employees are connected with each other and have fun environment at work.
Virtual Assistant
Industry:
Property / Real Estate
Employment Period:
July 2018 to September 2019 (14 Months)
Duties and Responsibilities:
- Responsible for finding leads for Skip Tracers
- Adding and updating potential customer's information in Podio
- Did a part time cold calling to look for customers willing to sell their properties.
- Post Ad on Craiglist
- Suppressing Dead List in Podio
Customer Service Representative
Industry:
Banking / Financial Services
Employment Period:
January 2019 to June 2019 (5 Months)
Duties and Responsibilities:
- Responsible for answering questions from students about the course the have enrolled in.
- Also assisted students with setting up the online courses and giving them access.
- Includes upselling of the product.
Product Trainer | Supervisor
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
May 2015 to July 2018 (38 Months)
Duties and Responsibilities:
- Responsible for training new hires on product training hires and making sure that they are ready for the task at hand.
- Handles trainees during nesting period and occasionally helps in assisting tenure team in operations and evaluate calls.
- We are also conducting upskills training for product updates with our specialist inside the production area.
- When we don’t have training classes, our role is switched to being Team Leads that helps monitor the agents progress and manage the team stats, making sure that they pass their metrics and help them achieve it if they don’t.
- We are responsible for coaching agents by providing immediate feedback and huddling on critical issues. tenure team in operations and evaluate calls
Collection Specialist
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
August 2013 to January 2014 (5 Months)
Duties and Responsibilities:
- We are responsible on calling our customers to remind them of their arrangements and make sure that promise to pay are kept
Process Executive
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
November 2006 to January 2009 (26 Months)
Duties and Responsibilities:
- I worked as a Customer Service Representative for a credit card company, in which we took care of customers’ billing concerns, disputes, account updates and other related concerns that the cardholder may have on their account
Mobile Customer Care Consultant
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
July 2009 to April 2013 (45 Months)
Duties and Responsibilities:
- I work as a Mobile Customer Care Consultant for Small and Medium Business Customers in Australia. We assist customers with billing enquiries, bill disputes, minor troubleshooting for handsets and a lot more that has to do with their mobiles.
Customer Service Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
November 2004 to November 2006 (24 Months)
Duties and Responsibilities:
- I worked as a Customer Service Representative for a credit card account, in which we take care of customers’ billing concerns and other types of requests for their account
Customer Service Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
June 2004 to November 2004 (5 Months)
Duties and Responsibilities:
- I worked as a Customer Service Representative for MCI, which is a telephone company. We also handle billing concerns and other related inquiries for our customer
Education History
Field of Study:
Art/Design/Creative Multimedia
Major:
Art/Design
Graduation Date:
January 1, 2004
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Phone Support, Order Processing, Order Management, Order Entry, Logistics, Virtual Assistant Skills,
INTERMEDIATE ★★
-
TrainingUpselling
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: 88.18 mbps download; 88.5a mbps upload
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Acer
- Processor: i5
- Operating System: Windows 10
All-inclusive Rate: USD $8.09/hr
Angelu
Candidate ID: 520943
ADVANCED
-
Microsoft Office, Calendly, Warm Calling, Email management...
INTERMEDIATE
-
DocuSign, Technical Support, Google Spreadsheet, Executive Assistance...
Median Rate
$8.09
$8.74
if $1 = PHP52
$10.24
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 6.64 per hour or $USD 575.70 per month
Full Time: $USD 8.09 per hour or $USD 1402.54 per month
Remote Staff Recruiter Comments
She has extensive experience in both inbound and outbound calling, prospecting, appointment setting, follow-ups, and closing sales deals. She is adept at updating CRMs & other systems and streamlining operations. She has also handled the following tasks:
- Managing contracts and agreements
- Prioritizing documentation procedures
- Creating reports
- Diagnose and resolve technical issues of multiple clients (software and internet connectivity issues)
- Upselling internet and cable services
- Assisting customers with billing inquiries
She is proficient in using the following tools:
- Mojo Dialer
- People Search
- Docu Sign
- MarketView
- BoonTown CRM
- MLS
- RingCentral dialer
- Outlook
- Gmail
- Google Sheets
- Canva
She is amenable to working any shift schedule for full-time roles
Predictive Index Behavioral Profile- Guardian
Strongest Behaviors
- Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
- Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
- Teaches and shares; generally interested in working collaboratively with others to help out.
A very conscientious and disciplined person; particularly careful, thorough, and accurate in her work. Angelu is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Angelu will depend upon professional training, her own experience, or management leadership, to provide those standards and the structure needed for her work.
Employment History
General Virtual Assistant
Industry:
Property / Real Estate
Employment Period:
January 2022 to February 2024 (25 Months)
Duties and Responsibilities:
- Proactively make outbound calls to leads and potential clients as, while meticulously maintaining comprehensive records of lead interactions and outcomes.
- Manage and update the client’s CRM and other systems, including database & user management, customization, and automations.
- Manage and process Docusign requests for a variety of contracts and agreements, ensuring prompt and precise completion of all documentation procedures.
- Manage the client’s calendar, schedule appointments, and coordinate meetings, prepare and update confidential files, records, databases, and documents.
Technical Support Rep
Industry:
Telecommunication
Employment Period:
September 2019 to December 2021 (27 Months)
Duties and Responsibilities:
- Reduced customer’s complaints by 30% through following proper technical procedure
- Diagnose and resolve technical hardware and software issues involving internet connectivity, email clients, and more
Customer Service Representative
Industry:
Telecommunication
Employment Period:
May 2019 to September 2019 (3 Months)
Duties and Responsibilities:
- Assist clients with their billing inquiries, adding service to their account and troubleshooting their comcast devices.
- Keeping records of customer interactions, transactions, comments, and complaints
Sales Agent Representative
Industry:
Grooming / Beauty / Fitness
Employment Period:
March 2017 to January 2018 (10 Months)
Duties and Responsibilities:
- Contributed to a 30% sales increase in 2017 by improving lead-generation and sales-tracking methods.
- Provide detailed description of product specification to help customers select products that better meet their needs
Virtual Assistant/ Trainer
Industry:
Repair and Maintenance Services
Employment Period:
May 2022 to June 2023 (13 Months)
Duties and Responsibilities:
- Efficiently schedule appointments for customers in need of locksmith services, ensuring prompt assistance and satisfaction.
- Coordinate and dispatch technicians to designated areas, optimizing response times and service coverage.
- Maintain accurate records by updating CRM systems and Google Sheets as necessary, enhancing organizational efficiency and data integrity.
- Facilitate the onboarding process by training new staff members, ensuring they are equipped with the necessary skills to excel in their roles.
Acquisition Specialist
Industry:
Property / Real Estate
Employment Period:
May 2025 to February 2026 (9 Months)
Duties and Responsibilities:
Education History
Field of Study:
Business Studies/Administration/Management
Major:
Accountancy
Graduation Date:
May 15, 2017
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Microsoft Office, Calendly, Warm Calling, Email management, Outbound Calling, Slack, Appointment Setting, Canva, RingCentral, Inbound Calls, Call Handling, Administrative Support, Virtual Assistant Skills,
INTERMEDIATE ★★
-
DocuSignTechnical SupportGoogle SpreadsheetExecutive Assistance
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: https://www.speedtest.net/result/15650366118
- Internet Type: Fiber
- Hardware Type: Desktop
- Brand Name: Dell
- Processor: intel(R) Core(TM) i7-7700 CPU @ 3.60GHz 3.60 GHz
- Operating System: Windows 10
All-inclusive Rate: USD $6.16/hr
Ana
Candidate ID: 507854
ADVANCED
-
Medical Records Research, Medical Informatics, Customer Service, Back-office...
INTERMEDIATE
-
Inbound Calls, Billing, Outbound Calling, Insurance Consulting...
Median Rate
$6.16
$6.52
if $1 = PHP52
$7.35
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 6.16 per hour or $USD 533.85 per month
Full Time: $USD 6.16 per hour or $USD 1067.70 per month
Remote Staff Recruiter Comments
Ana Grace has a diverse background in customer service, healthcare, and medical virtual assistance. She has worked in various industries including healthcare and BPO, holding roles such as Medical VA, Supervisor, Medical Specialist, and Customer Service Representative. Her experience spans over 13 years, showcasing her adaptability and growth in both supervisory and specialist roles. She is proficient in different systems such as Slack, CPS, Zendesk, and Microsoft tools.
Strengths:
-
Healthcare Experience: Ana has significant experience in the healthcare industry, particularly as a Medical Virtual Assistant. She has handled tasks like scheduling patient appointments, managing prior authorizations, and handling patient charts. Her advanced skills in medical informatics and records research make her well-suited for roles that require a deep understanding of healthcare processes.
-
Leadership and Supervisory Roles: Ana has held supervisory positions in BPO settings, where she was responsible for monitoring team performance, providing feedback, and conducting final interviews. Her experience in leadership roles demonstrates her capability in managing teams and ensuring operational efficiency.
-
Customer Service Expertise: Her extensive background in customer service across multiple industries, including telecommunications, banking, and insurance, shows her versatility. She has handled complex customer interactions, including technical support, collections, and corporate account management.
-
Advanced Skills: Ana possesses advanced skills in data entry, administrative support, virtual assistant duties, and customer service. These skills are crucial for any role that requires meticulous attention to detail and the ability to manage multiple tasks effectively.
Ana Grace is a strong candidate for roles that require a blend of customer service excellence, healthcare industry knowledge, and supervisory experience. She would be particularly well-suited for medical administration, healthcare support, or customer service leadership positions within healthcare or related industries. Her advanced skills in virtual assistance and back-office support make her a valuable asset for roles that require a high level of organizational and administrative competency.
Predictive Index Behavioral Profile - Captain
Strongest Behaviors
- Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world. Independent in putting forth their own ideas, which are often innovative and, if implemented, cause change
- Resourcefully works through or around anything blocking completion of what they want to accomplish; aggressive when challenged.
- Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.
Ana grace is a confident, independent self-starter with competitive drive, initiative, a sense of urgency, and the ability to make decisions and take responsibility for them. Can react and adjust quickly to changing conditions and come up with ideas for dealing with them. Their drive is purposeful, directed at getting things done quickly. This individual responds positively and actively to challenge and pressure, and has condence in their own ability to handle novel problems and people. An outgoing, poised person, a lively and enthusiastic communicator, tending to be a little more authoritative than persuasive in style. Talks briskly, with assurance and conviction and is a stimulating inuence on others, while being rm, direct, and self-assured in dealing with them.
- Ana has been working for 11 years in different companies in BPO, Healthcare, and Medical industries. She handled different positions such as Medical Virtual Assistant, Customer Service Representative, Medical Specialist, Collection Customer Advocate, Corporate Account Specialist, and Technical Support. She studies Nursing for 4 years. She started working as a Customer Service Representative back in 2010, but pursued her freelancing last year. She also catered to a client in the US. She supported the following tasks:
- Patients Scheduling
- Handle information of patience in the database
- Data entry
- Customer Service
- Process credit cards and bank accounts
- Technical Support
- She is passionate about coaching and mentoring new employees.
- She is proficient in different systems such as Slack, CPS, Zendesk, and Microsoft tools.
- Ana is available to start immediately and she is amenable to working the day shift for any part-time or fulltime position.
Strongest Behaviors
- Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world. Independent in putting forth their own ideas, which are often innovative and, if implemented, cause change
- Resourcefully works through or around anything blocking completion of what they want to accomplish; aggressive when challenged.
- Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.
Ana grace is a confident, independent self-starter with competitive drive, initiative, a sense of urgency, and the ability to make decisions and take responsibility for them. Can react and adjust quickly to changing conditions and come up with ideas for dealing with them. Their drive is purposeful, directed at getting things done quickly. This individual responds positively and actively to challenge and pressure, and has condence in their own ability to handle novel problems and people. An outgoing, poised person, a lively and enthusiastic communicator, tending to be a little more authoritative than persuasive in style. Talks briskly, with assurance and conviction and is a stimulating inuence on others, while being rm, direct, and self-assured in dealing with them.
Employment History
Customer Advocate
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
October 2010 to January 2013 (27 Months)
Duties and Responsibilities:
- I work as a customer service with basic technical support. it's a telecommunications account.
- We accept inbound calls for their phone service. We are responsible when it comes to adding and removing additional features on their account.
- We also process payments for their monthly bills. We can also activate ne phone accounts or process changing personal contact number like porting in.
Corporate Account Specialist ( Supervisor)
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
May 2013 to May 2015 (24 Months)
Duties and Responsibilities:
- An in-house B2B account, receiving inbound calls US based companies, offering corporate and/or frequent flyer promotions to international destinations.
- Offers may include corporate discounts, corporate miles points convertible for future tickets, travel insurance, hotel accommodation and transportation.
Collections Customer advocate
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
May 2015 to November 2015 (6 Months)
Duties and Responsibilities:
- I work for 3 LOB's ( credit card, loan, bank accounts) all under collections department for British account under Llyod's banking group. it's a combination of inbound and outbound calls to give update about the account status and if possible to collect the arrears for them to have their acct back up to date.
CSR Rep / Tech specialist
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
January 2016 to September 2016 (8 Months)
Duties and Responsibilities:
- Handled CSR and TSR. Part of our Job is to provide Technical Support to customers with issues.
- Do initial assessment and troubleshooting to resolve issues, assist customers request and quiries and improve the subscriber's experience through additional channel subscription, upgrade change and/or additional services add on.
Medical Specialist
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
September 2017 to September 2019 (24 Months)
Duties and Responsibilities:
- We cater retired health insured members and offer our products and services by way of asking probing questions about their current health condition.
- Based on the information we gather we then position the appropriate plans. Includes gathering of sensitive personal information i.e social security number, credit card details
Supervisor
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
February 2020 to July 2022 (29 Months)
Duties and Responsibilities:
- Engaging with customers via phone, email, chat, or in person.
- This includes addressing their questions, concerns, and providing support.
- Clearly and effectively communicating with customers to ensure they understand the information provided and feel supported throughout their interaction.
- Support: I provide guidance, advice, and support to colleagues, teams, or departments within the organization based on their specialized knowledge.
- Quality analyst: I review and evaluate work within their area of expertise to ensure accuracy, quality, and adherence to industry standards.
- Supervisor: I monitor the performance of team members, provide feedback, conduct performance evaluations, and support professional development through coaching and mentoring.
- I am also responsible doing the final interview or filter the applicants based on their experience and what our campaign is in need.
Medical VA
Industry:
Healthcare / Medical
Employment Period:
August 2022 to June 2023 (10 Months)
Duties and Responsibilities:
- I do schedule patient's appointments for their pain management. And also manage the prior authorization for the procedure from their insurance. I also handle the chart of the patients (personal information, doctor's documents)
Education History
Field of Study:
Major:
Graduation Date:
January 1, 2001
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 2005
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Major:
Graduation Date:
January 1, 2009
Located In:
Philippines
License and Certification: :
N/A
Field of Study:
Nursing
Major:
Graduation Date:
January 1, 2006
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Medical Records Research, Medical Informatics, Customer Service, Back-office, Virtual Assistant Skills, Administrative Support, Data Entry,
INTERMEDIATE ★★
-
Inbound CallsBillingOutbound CallingInsurance ConsultingChat Support
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result:
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Huawei
- Processor: Intel Core i5
- Operating System: Windows 11
All-inclusive Rate: USD $7.61/hr
Luzel
Candidate ID: 501241
ADVANCED
-
Salesforce CRM, Microsoft Office, Zendesk, Sprout Social...
INTERMEDIATE
-
Back-office, Administrative Support, Phone Support, Mobile Phone Support...
Median Rate
$7.61
$8.18
if $1 = PHP52
$9.51
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 7.61 per hour or $USD 659.41 per month
Full Time: $USD 7.61 per hour or $USD 1318.83 per month
Remote Staff Recruiter Comments
- Zel has been working for almost 4 years in the Healthcare, Security Services, Property Management/Real-estate, software, and information technology business, and Business Process Outsourcing handling telecommunications accounts. She handled and performed roles such as Account Executive, Back-Office Specialist, Technical Support, Virtual Assistant - Cold Caller, Procurement Sourcing Specialist, and Social Media Manager. She handled US, UK, US, Spanish, and Jewish Clients. Also, she has been working as a Virtual Assistant for 3 years.
- She was exposed to the following tasks:
- Phone Support - Inbound and Outbound
- Email Handling
- Client Management
- Calendar management
- Data entry
- Retention
- Billing and collections
- Customer Service
- Technical Support
- Sales and Marketing
- Administrative tasks
- She is proficient in using CRMs, Salesforce, MS Office, Sprout, Ringcentral, Aircall, Telegram, DocuSign, Whatsapp, Zoho, Whatsapp, Trello, and MS Dynamics
- She loves cooking, singing, and traveling.
- She can start ASAP, is amendable working any shifts, and open is to any full-time or part-time role.
Strongest Behaviors
- Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world.
- Independent in putting forth their own ideas, which are often innovative and, if implemented, cause change. Resourcefully works through or around anything blocking completion of what they want to accomplish; aggressive when challenged.
- Impatient for results, puts pressure on themself and others for rapid implementation, and is far less productive when doing routine work.
- Risk-taking, daring, and focus on future goals; this individual is more concerned with where they’re going than either how they’ll get there, or where they’ve been. Adaptable, operates flexibly.
- Makes decisions and takes action, even with little proof confirming their decision. Confident in their own ideas and unimpressed with tradition.
LUZEL is a distinctly independent and individualistic person, strong-minded and determined. Venturesome, will “stick their neck out”; and take responsibility for risks when they believe they are right. The challenge of new problems and new ventures is stimulating and will be responded to with action. They have a lot of confidence in themself, their own knowledge, ability and decisions.
LUZEL is an ingenious and innovative problem-solver and troubleshooter. They have an actively inquiring mind, a lively interest in the technical aspects of the work, and a need to know and learn more about the systems, techniques, facts, and concepts involved in it. They will drive hard to get things done their own way, and quickly. A self-starter that initiates, makes decisions, and assumes responsibility for those decisions. They have a strong competitive drive, are ambitious, and will drive hard to achieve goals. Their sense of urgency and impatience for results will put pressure on others as well as on themself.
Employment History
TECHNICAL SUPPORT REPRESENTATIVE
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
October 2021 to July 2022 (9 Months)
Duties and Responsibilities:
- Managed call flow and responded to technical support needs of AT&T customers.
- Troubleshot and made adjustments to correct potential phone problems. Train new employees and explain protocols clearly and efficiently.
- Achieve consistent #1 and #2 ranking in monthly metrics, including call duration, number of calls per shift and customer satisfaction.
VA COLD CALLER|
Industry:
Property / Real Estate
Employment Period:
May 2021 to January 2023 (20 Months)
Duties and Responsibilities:
- Make outbound calls to prospective clients
- Identify potential sales opportunities, generate leads, maintain a database of leads.
- Provide excellent customer service to all clients
- Managing CRM and do warm transfer.
ACCOUNT EXECUTIVE
Industry:
Insurance
Employment Period:
January 2018 to December 2019 (23 Months)
Duties and Responsibilities:
- Email communication on processing and follow up, demonstrate strong writing skills within a structured process.
- Manage and take ownership of the resolution process all customer-related issues through live chats and e-mail.
- Analyze client feedback, engage in customer discussions, and implement retention strategies in addition to preparing reports for sales managers.
BACK OFFICE SPECIALIST
Industry:
Computer / Information Technology (Software)
Employment Period:
January 2018 to January 2019 (12 Months)
Duties and Responsibilities:
- Email communication on processing and follow up, demonstrate strong writing skills within a structured process.
- Manage and take ownership of the resolution process all customer-related issues through live chats and e-mail.
- Analyze client feedback, engage in customer discussions, and implement retention strategies in addition to preparing reports for sales managers.
VA COLD CALLER|
Industry:
Insurance
Employment Period:
March 2021 to May 2022 (14 Months)
Duties and Responsibilities:
- Make outbound calls to prospective clients, identify potential sales opportunities, generate leads, maintain a database of leads.
- Provide excellent customer service to all clients and managing CRM.
- Do warm transfer.
VA PROCUREMENT SOURCING SPECIALIST
Industry:
Healthcare / Medical
Employment Period:
February 2022 to November 2022 (9 Months)
Duties and Responsibilities:
- Receive and interview vendor representatives, negotiate prices, service, quality, or other issues
- Establish and study new sources of supply, give recommendations on vendor acceptance
- Modify design and standardize products, parts, or material, obtain quotes and negotiate with vendors
- Source items with vendors, follow and expedite delivery.
VA CCTV BACK-UP OPERATOR|
Industry:
Others
Employment Period:
March 2023 to June 2023 (3 Months)
Duties and Responsibilities:
- Operate all CCTV cameras and detect any activity non- compliance with the company’s policies and standards.
- Keen to identify any suspicious behavior, risk, theft, and anomaly.
- Ensure data monitoring, recording, and reporting for investigation, escalation, and resolution
- Follow the standard communication protocol in reporting an incident
SOCIAL MEDIA MANAGER
Industry:
Advertising / Marketing / Promotion / PR
Employment Period:
April 2022 to June 2023 (14 Months)
Duties and Responsibilities:
- Develop and execute social media strategies that align with the company's objectives Manage social media platforms (Facebook, Instagram, etc.)
- Create artworks and engaging posts across social media platforms that will strengthen brand identity and impact of TSC’s clients to the digital space.
- Monitor social media performance metrics and provide reports on a regular basis.
- Stay up-to-date with the latest social media trends and tools.
Education History
Field of Study:
Law
Major:
Law
Graduation Date:
January 1, 2023
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Salesforce CRM, Microsoft Office, Zendesk, Sprout Social, RingCentral, Zoho, Hubspot CRM, Trello, Microsoft Dynamics, Google Apps,
INTERMEDIATE ★★
-
Back-office, Administrative Support, Phone Support, Mobile Phone Support, Chat Support, Technical Support, BillingCollectionsSocial Media ManagementSocial Media MarketingCold Calling
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result: N/A
- Internet Type: Fiber
- Hardware Type: Desktop
- Brand Name: HP
- Processor: 12th Gen Intel(R) Core(TM) i5-1235U 1.30GHz
- Operating System: Windows 11
All-inclusive Rate: USD $7.61/hr
Jonica
Candidate ID: 496026
ADVANCED
-
Inbound Calls, Outbound Calling, Technical Support, Troubleshooting...
INTERMEDIATE
-
Zendesk, Salesforce.com...
Median Rate
$7.61
$8.18
if $1 = PHP52
$9.51
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Full Time: $USD 7.61 per hour or $USD 1318.83 per month
Remote Staff Recruiter Comments
- Jonica has been working for 5 years in different company from BPO industry and handled different positions such as Customer Service Representative, and Claims Assistant. She started working as a Customer Service Representative back in 2017 but pursued her homebased career in 2021 and worked as a Virtual Executive Assistant. She catered US client and supported the following task:
- Customer Service
- Inbound calls and outbound calls
- Chat support
- Processing of claims
- Calendar management
- Admin task
- Email management
- She is proficient in Gsuite, Slack, Salesforce, Expensify, ClickUp, and Openphone.
- Jonica is available to start immediately and is amenable to working a day shift schedule for any full-time position.
Strongest Behaviors
- Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
- Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
- Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome.
Jonica is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise. Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Jonica, who takes responsibilities very seriously.
Employment History
Executive Assistant
Industry:
Others
Employment Period:
October 2021 to October 2023 (23 Months)
Duties and Responsibilities:
- Managing my client’s inbox or email
- Acting as the point of contact among executives, employees, clients, and other external partners
- Managing executives’ calendars and setting up meetings
- Make travel and accommodation arrangements
- Format information for internal and external communication – memos, emails, presentations, reports
- Take minutes during meetings
Customer Service Representative/General Virtual Assistant (Remote)
Industry:
Retail / Merchandise
Employment Period:
March 2021 to October 2021 (7 Months)
Duties and Responsibilities:
- Assisting clients on order-on-line
- Following-up on orders and liaising with customers, retail, repair services, buyers, etc
- Assisting customers with after-sales service issues
- Being a primary contact for customer inquiries about our products and brand
- Maintaining and updating regular client correspondence
Customer Service Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
August 2020 to March 2021 (6 Months)
Duties and Responsibilities:
- Identifying and assessing customers’ needs to achieve satisfaction
- Helping customers to track their shipments and providing them with the estimated date of arrival
- Assisting customers in selecting the best shipping option available
- Expediting item’s estimated date of arrival when necessary
- Coordinating with the internal partners if there are any problems with the shipment and it is not on the system
Claims Consultant
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
July 2019 to July 2020 (12 Months)
Duties and Responsibilities:
- Reviewing claim files to determine whether or not claims should be paid, and explaining the reasons for any denials
- Assessing the damages to be covered by insurance policies to determine if they are reasonable in light of the circumstances of the claim
- Preparing reports summarizing claim activity for use by management in evaluating the efficiency of the department
- Following up with clients to make sure they receive the services the insurer has promised them through an outbound call
- Recommending changes in company policy regarding coverage options to increase sales of specific products or services
Customer Service Representative
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
November 2017 to May 2019 (18 Months)
Duties and Responsibilities:
- Handling customer complaints
- Managing incoming calls and customer service inquiries regarding internet, cable, and phone services
- Helping customers with their billing concerns
- Ensure all calls are logged in the system for proper monitoring and closure
- Assisting clients with basic troubleshooting for their internet, cable, and phone
WHS and Admin Assistant
Industry:
Others
Employment Period:
December 2023 to December 2024 (12 Months)
Duties and Responsibilities:
- Maintain and update WHS policies, procedures, and manuals.
- Schedule and organize safety meetings, training sessions, and audits.
- Sent truck weight reports.
- Monitor and track compliance with safety training and certifications.
- Maintain databases of WHS-related information, such as training schedules and incident logs.
- Manage inbox
Education History
Field of Study:
Hospitality/Tourism/Hotel Management
Major:
Bachelor of Science
Graduation Date:
December 31, 2010
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Inbound Calls, Outbound Calling, Technical Support, Troubleshooting, Executive Support, Salesforce CRM, Client Support, Data Entry, Administrative Skills, Email Support, Chat Support, Calendar Management, Travel Management, Administrative Support, Phone Support, Customer Support, AppFolio, Canva, Property Management, Executive Assistance, Email Handling, Microsoft Office, Google Apps, Google Docs, Google Sheets,
INTERMEDIATE ★★
-
ZendeskSalesforce.com
Work at Home Capabilities:
- Internet Bandwidth: Greater than 100mbps
- Working Environment: Private Room
- Speed Test Result: N/A
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: Mac
- Processor: M1 Chip 8 Core
- Operating System: MacOS X
All-inclusive Rate: USD $7.61/hr
Mae
Candidate ID: 495467
ADVANCED
-
Microsoft Office, Google Apps, CRM, Salesforce CRM...
INTERMEDIATE
-
Administrative Support...
Median Rate
$7.61
$8.18
if $1 = PHP52
$9.51
if $1 = PHP40
Currency Fluctuation Range
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Employment Preferences
(inclusive of service fee)
*Plus GST for Australian Businesses
Part Time: $USD 7.61 per hour or $USD 659.41 per month
Full Time: $USD 7.61 per hour or $USD 1318.83 per month
Remote Staff Recruiter Comments
- Mae has a bachelor's degree in Accountancy. She has been working for almost 12 years in the Real-estate, Digital Marketing, and Business Process Outsourcing handling financial accounts where she handled and performed roles such as Financial Account Associate, Database Manager, Digital Marketing Virtual Assistant, Executive Assistant, and Real-Estate Virtual Assistant. She catered to Clients from Australia and US.
- She attended an online course for Xero Accounting.
- She worked as a Financial Account associate where she was task to do the following:
- Customer Service
- Phone Support
- Process refunds
- Resolved customer complaints via phone and verify account information.
- Helped Clients with their Debit and Credit Card Accounts.
- Assisted them with refunds and waiving fees.
- Processed Credit Card Payment
- Checked Credit Card Statements Pin and Card Activation
- Assist clients with fraudulent transactions on their cards
- She has been working as a Virtual Assistant for almost 3 years and has a background doing the following tasks:
- Basic Accounting
- Accounts receivable management
- Accounts payable management
- Prepare financial reports and statements
- Client and vendor management
- Appointment setting
- Email marketing
- B2C and B2B marketing
- Phone Support
- Cold calling
- Contract Management
- Copywriting
- Social Media Marketing
- Sales
- Product Research
- Process Order
- Creating contents
- Qualifying leads
- Administrative tasks
- Assist in Transaction management
- Property management
- She is proficient in using Salesforce, Chime, Sisu, Xero, Receipt Bank, A2x, Flodesk, ShopifyClickUp, MailChimp, Microsoft Office ( Outlook, Word, etc. ), Google Workspace, Active Campaign, Calendly, Canva, Zoom, Hubspot and Slack.
- She can start asap, is amendable working any shifts, and open to any full-time or part-time role.
Strongest Behaviors
- Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
- Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
- Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
- Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
- Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
MAE is thoughtful, disciplined, and particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within their area of expertise. Works at a steady, even pace, leveraging their background for the betterment of the team, company, or customer.
With experience and/or training, they will develop a high level of specialized expertise. Serious and dedicated to the job and the company. Their work pace is steady and even-keeled, and they’re motivated by a real concern for getting work done thoroughly and correctly. Discipline and circumspect thinking will lend caution to their decision-making; MAE plans ahead, double checks, and follows up carefully on decisions and actions.
Employment History
Adaptively Education
Industry:
Education
Employment Period:
August 2023 to December 2023 (4 Months)
Duties and Responsibilities:
- Source new sales lead through outbound emails andcalls
- Execute promotional campaigns in collaboration withleadership
- Assist with the development of content for social andother media platforms
- Design, plan, and execute traditional, social media,and email blasts
- Create sales content aligned to brand styleguide/playbook
- Maintain sales functions within CRM platforms (ie:HubSpot) -
- Routing qualified leads to leadership for furtherdevelopment and closure
Real Estate Virtual Assistant | Inside Sales Agent
Industry:
Property / Real Estate
Employment Period:
November 2021 to March 2023 (16 Months)
Duties and Responsibilities:
- Assist the Transaction Coordinator (Contracts)
- CRM | Database Management
- Update leads in all database and lead platforms
- Ensure all leads are nurtured, have follow-up tasks,and are in a smart plan.
- Create and set up Agents' CRM accounts
- Track agents' scores and productivity (Excel)
- Onboard new agents
- Meeting Notes
- Create weekly and daily reports (Excel)
- Make outbound calls to the identified leads to initiatecontact and engage in conversation.
- Set an appointment to meet with one of our Realtorsvia Zoom or in the office.
Social Media Outreach Specialist
Industry:
Grooming / Beauty / Fitness
Employment Period:
June 2023 to September 2023 (3 Months)
Duties and Responsibilities:
- Identify potential leads through Facebook, Instagram,and LinkedIn. Create and maintain a database ofleads.
- Initiate contact with potential clients through directmessaging on social media ( FB, IG, & LI )Communicate the benefits of the fitness coachingservices and how we can help clients achieve theirfitness goals.
- Conduct initial assessments and conversations todetermine the fitness goals, needs, and readiness ofpotential clients. Gather relevant information toassess if they are a good fit for the coaching services.
- Build relationships with leads who may not be readyto commit immediately. Implement lead nurturingstrategies to keep potential clients engaged andinterested in the coaching services over time.
- Maintain an organized record of interactions withleads in a CRM system. Ensure accurate and up-to-date lead information, including contact details andlead status.
- Monitor and report on key performance metrics, suchas the number of leads generated, conversion rates,and lead quality. Use data to refine lead generationstrategies and improve conversion rates.
Outsourced Doers
Industry:
Call Center / IT-Enabled Services / BPO
Employment Period:
July 2021 to January 2022 (6 Months)
Duties and Responsibilities:
- Create social media content and schedule posts.
- Light graphic design for social media posting, LeadMagnets, and E-book
- PowerPoint Presentation
- Organic Lead Generation (FB & Instagram)
- Lead Prospecting
- Repurposing contents
- Email marketing campaigns/automation
- Website Management (WordPress)
- Email Management
- Customer Service using Zendesk
- Ad Hoc Admin Tasks
Cold Caller | Appointment Setter
Industry:
Property / Real Estate
Employment Period:
November 2020 to July 2021 (8 Months)
Duties and Responsibilities:
- Worked with Real Estate Investors
- Conducting research and utilizing various sources toidentify potential leads, such as expired listings, forsale by owner (FSBO) properties, pre-foreclosures, orother targeted lists. The goal is to create a databaseof potential clients to contact.
- Making outbound calls to the identified leads toinitiate contact and engage in conversation. Thisinvolves using effective opening statements or scriptsto capture the prospect's attention, introduce myself,and discuss their real estate needs
Social Media Outreach (Lead Gen)
Industry:
Consulting (Business & Management)
Employment Period:
January 2024 to March 2024 (1 Months)
Duties and Responsibilities:
- Identify potential leads through Facebook, Manage Facebook Groups and Community engagement.
- Reach out to prospects, engage with them, and introduce our company and its services.
- Manage and organize leads in the CRM.
Sales Executive Virtual Assistant
Industry:
Consulting (Business & Management)
Employment Period:
January 2024 to January 2025 (11 Months)
Duties and Responsibilities:
- Initiating chats on Facebook to new group members and prospects who engaged with content using scripts
- Being active on current chats to warm up prospects for an intro call with coach
- Add prospect details such as name, email and phone number to BGB’s CRM to enter email sequence
- Report on email sequence
- Manage member entry on Facebook group, capturing details on everyone that has joined to offer to put into a report
- Add new members on the Facebook group daily and remove inactive members from group
- Identify the now buyers and the future buyers in all chats and group entries, report back to BGB on a daily basis
- Manage group posts every week with member tags and admin comments
Education History
Field of Study:
Finance/Accountancy/Banking
Major:
Accountancy
Graduation Date:
January 1, 2014
Located In:
Philippines
License and Certification: :
N/A
Skills
ADVANCED ★★★
-
Microsoft Office, Google Apps, CRM, Salesforce CRM, Xero Accounting, Xero, MailChimp, Slack, Canva, Calendly, Database Administration, Cold Calling, Outbound Sales, Inbound Telemarketing, Inbound Lead Generation, Outbound Appointment Setting,
INTERMEDIATE ★★
-
Administrative Support
Work at Home Capabilities:
- Internet Bandwidth: Between 5mbps to 100mbps
- Working Environment: Private Room
- Speed Test Result:
- Internet Type: Fiber
- Hardware Type: Laptop
- Brand Name: MSI
- Processor: 11th Gen Intel(R) Core(TM) i3-1155G4 @ 3.00GHz 3.00GHz
- Operating System: Windows 10
*includes service fee. Please note that hourly rates are linked to the exchange rate, and fluctuate slightly from month to month.
**Please note that hourly rates are linked to the exchange rate and fluctuate slightly from month to month.
Why Should You Hire a Virtual Executive Assistant?
- Cost-effectiveness. VEAs eliminate the need for office space and equipment, reducing overhead costs, which contributes to overall business growth.
- Flexibility. It is one of the key advantages offered by managing a virtual executive assistant. They can work outside traditional office hours, providing round-the-clock support when needed, which is a significant advantage for many businesses.
- Scalability. It can be enhanced by utilising a virtual assistant to manage administrative tasks on an hourly rate. VEAs can easily adjust their workload to match your business needs.
- Access to Global Talent. This factor allows organisations to hire skilled executive assistants who can meet diverse executive needs. You can hire the best talent regardless of geographical location.
How a Virtual Executive Assistant Can Enhance Your Productivity
VEAs excel at remote executive time management and digital task prioritisation. They can handle time-consuming tasks like email management, scheduling, and travel planning, allowing executives to focus on high-level strategic work.
Cost-Effectiveness of Virtual Executive Assistant Services
Compared to full-time, in-office employees, VEAs offer significant cost savings, particularly for large companies operating in a home office environment.
You pay only for the hours worked, without the additional expenses of benefits, office space, or equipment, making it ideal for business growth, especially when considering the difference between an executive assistant and a virtual assistant.
Steps to Find the Right Virtual Executive Assistant
- Define your needs and required skills.
- Create a detailed job description for an executive virtual assistant.
- Use reputable platforms or agencies specialising in virtual EA services.
- Screen candidates thoroughly.
- Conduct video interviews for hiring virtual assistant jobs to find the right candidate who understands the unique needs of a home office.
- Assign a test project.
- Check references for your virtual assistant to guarantee they can handle administrative duties effectively.
- Make an offer and negotiate terms.
What to Look for in a Virtual Executive Assistant
- Strong communication skills are crucial for both an assistant and a virtual executive.
- Proficiency in digital tools and platforms.
- Time management and organisational abilities are vital for an executive assistant or virtual assistant to succeed in their roles.
- Problem-solving skills are essential for an executive assistant managing customer success manager responsibilities.
- Adaptability and quick learning are essential skills for a virtual assistant to thrive in a home office environment.
- Discretion and confidentiality are paramount qualities that an executive assistant will need to protect sensitive information in both internal and external communications.
- Proactivity and initiative
Common Mistakes When Hiring a Virtual Executive Assistant
- Not clearly defining roles and expectations can lead to confusion between assistants and virtual team members.
- Overlooking cultural fit.
- Neglecting to verify technical skills can hinder the effectiveness of a new virtual assistant in their role.
- Failing to establish clear communication protocols can hinder the effectiveness of managing a virtual executive assistant.
- Underestimating the importance of trust and reliability.
What Tasks Can a Virtual Executive Assistant Handle?
- Email management and correspondence can be streamlined with a remote executive assistant who provides executive-level support.
- Calendar management and scheduling can be efficiently handled by a virtual assistant.
- Travel arrangements and itinerary planning.
- Document preparation and management are crucial executive assistant tasks for maintaining organisation.
- Data entry and analysis.
- Expense reporting and bookkeeping can be streamlined by hiring a virtual assistant in a home office, allowing for better management of admin tasks and internal communications.
Project Management and Organisation
VEAs in 2025 will be adept at using advanced project management tools to support business growth and administrative tasks.
- Coordinate remote teams effectively to support executive assistant tasks.
- Track project progress.
- Manage deadlines and deliverables.
- Facilitate virtual meetings and collaborations with a remote executive assistant.
Calendar Management and Scheduling Support
Virtual executive assistants excel at managing tasks efficiently and maintaining communication in a home office setup, which is essential for many businesses.
- Optimising executives’ schedules.
- Coordinating meetings across time zones.
- Managing appointment setting and follow-ups.
- Implementing effective time-blocking strategies with the help of a backup assistant can improve productivity in a home office.
Steps for Successful Onboarding of a Virtual Executive Assistant
- Provide a comprehensive welcome package.
- Schedule a series of orientation video calls.
- Grant necessary access to tools and systems for the new virtual assistant to provide ongoing support as a business owner.
- Introduce the VEA to key team members to enhance customer success manager initiatives.
- Clearly communicate expectations and goals.
- Start with small tasks and gradually increase responsibility when you hire a new virtual executive assistant to meet executive needs.
- Establish regular check-ins and feedback sessions.
Setting Clear Expectations and Communication
- Define working hours and availability clearly when working with an administrative assistant.
- Establish preferred communication channels for administrative duties to enhance the effectiveness of managing a virtual executive assistant.
- Set response time expectations
- Create a system for task prioritisation and delegation to your assistant or virtual assistant.
Tools and Software for Efficient Collaboration
In 2025, VEAs will be proficient in a wide range of digital tools, including those that enhance administrative support.
- Project management platforms (e.g., Asana, Trello) are vital tools for virtual assistants to organise tasks in a home office.
- Communication tools (e.g., Slack, Microsoft Teams) are crucial for maintaining an effective inbox management system.
- Video conferencing software (e.g., Zoom, Google Meet) can be effectively managed by an administrative assistant.
- Cloud storage and file sharing (e.g., Dropbox, Google Drive)
- Time tracking and productivity apps can be enhanced by managing a new virtual executive assistant effectively.
What Are the Key Skills of a Successful Virtual Executive Assistant?
Essential Communication Skills for Virtual Executive Assistants
- Clear and concise written communication is crucial for an executive assistant or virtual assistant to establish smooth operations.
- Active listening is a key skill for an executive assistant to understand executive needs effectively.
- Effective verbal communication in virtual settings.
- Cross-cultural communication competence is important for an executive assistant or virtual assistant working in diverse environments.
- Ability to adapt communication style to different internal and external stakeholders.
Technical Skills Required for Virtual Executive Assistants
- Proficiency in office productivity suites.
- Familiarity with project management software is essential for a full-time employee, an executive assistant, or a virtual assistant working in a home office.
- Basic graphic design skills.
- Data analysis and reporting capabilities.
- Understanding of cybersecurity best practices is crucial for a virtual assistant managing sensitive information.
Time Management and Delegation Skills
- Ability to prioritise tasks effectively is vital for a business owner or a virtual assistant.
- Skill in breaking down complex projects is vital for a virtual assistant managing admin tasks and providing executive-level support.
- Proficiency in time-tracking and productivity tools is essential for a virtual assistant’s success manager role.
- Expertise in creating and managing to-do lists is essential for hiring a full-time virtual assistant.
- Capacity to delegate tasks to other team members when appropriate
What Are the Challenges of Working with a Virtual Executive Assistant?
Common Challenges in Remote Relationships
- Building trust and rapport without face-to-face interaction.
- Maintaining clear communication across different time zones.
- Ensuring data security and confidentiality is essential when working with many virtual assistants.
- Managing workload and avoiding burnout is easier when an executive assistant or a virtual assistant can help with administrative tasks.
- Keeping the virtual executive assistant (VEA) engaged and motivated is crucial for productivity in many businesses operating from a home office.
How to Overcome Communication Barriers
- Schedule regular video check-ins with a new virtual assistant for ongoing support and effective communication.
- Use collaborative tools for real-time updates to enhance the effectiveness of executive assistant tasks in a home office.
- Establish clear communication protocols to enhance internal and external administrative support.
- Encourage open feedback and questions to ensure the right person is handling admin tasks effectively.
- Invest in team-building activities, even virtually, to foster collaboration between an executive assistant and a virtual assistant.
Managing Time Zones and Availability
- Use world clock tools to track different time zones when coordinating with an executive assistant or virtual assistant.
- Establish core hours for synchronous work.
- Utilise asynchronous communication methods.
- Plan ahead for important meetings and deadlines with the help of a full-time executive virtual assistant based in the Philippines.
- Be flexible and understanding of time zone differences when working with a virtual assistant in a home office.
Maximising the Potential of Your Virtual Executive Assistant
Continuous Training and Development
Invest in your VEA’s growth by hiring the right virtual assistant.
- Providing access to online courses and webinars to enhance skills for home office workers.
- Encouraging participation in industry conferences can be organised by hiring an administrative assistant.
- Offering mentorship opportunities.
- Supporting professional certifications.
Leveraging AI and Automation
In 2025, VEAs will increasingly use AI-powered tools for:
- Predictive scheduling
- Automated email sorting and responses
- Smart task prioritisation is essential when an assistant may help with daily responsibilities
- Data analysis and reporting
Measuring and Improving Performance
- Set clear KPIs and performance metrics.
- Use productivity tracking tools and time tracking apps to optimise executive assistant tasks.
- Conduct regular performance reviews to assess the effectiveness of your virtual assistant in supporting business growth.
- Solicit feedback from internal and external stakeholders to refine processes.
- Implement a system for continuous improvement in managing a virtual executive assistant to maximise productivity.
The Future of Virtual Executive Assistance
Emerging Trends in Virtual Executive Support
- The integration of AI and machine learning in daily tasks can be facilitated by hiring a virtual assistant to help with administrative duties.
- Increased focus on data analysis and strategic support.
- The growth of specialised VEAs for specific industries is becoming increasingly important for large companies.
- Enhanced virtual reality tools for remote collaboration.
- Greater emphasis on cybersecurity and data protection is also necessary to uphold a strong privacy policy for assistants and virtual teams.
Preparing for the Evolution of the VEA Role
- Stay updated on emerging technologies to best suit your high-quality virtual assistant’s skills in a home office.
- Develop a growth mindset and adaptability to assist with administrative duties.
- Focus on high-value, strategic tasks that AI cannot easily replicate.
- Cultivate emotional intelligence and soft skills to enhance communication with internal and external stakeholders.
- Build a strong personal brand in the digital space to attract more clients for your home office services.
Get ready to hire your Virtual Executive Assistant
As we approach 2025, new virtual executive assistants will play an increasingly crucial role in supporting business leaders and driving organisational success.
By understanding the evolution of virtual assistance, leveraging the right tools, and fostering strong remote working relationships, executives can unlock unprecedented levels of productivity and efficiency.
Whether you are considering hiring your first VEA or looking to optimise your existing virtual support, this guide provides the insights and strategies you need to be successful in your quest to create a successful virtual executive assistant environment.
- Want to streamline your business operations? Check out these 100 AI prompts.
- Looking for world-class remote workers to join your team? Click here.
- Experience the advantages of a top global team and check out our 1,000 fully vetted and highly talented staff here.
Darren Aragon is a multifaceted writer with a background in Information Technology, beginning his career in research at Pen Qatar and transitioning through customer service to a significant role at Absolute Service, Inc. His journey into freelance writing in 2021 has seen him excel across various niches, showcasing his adaptability and deep understanding of audience engagement.
