Wonderful Day! Are you seeking an employee to help you with your daily tasks in your business? If that's a yes, I think I can help you with that. You can call me
- Executive Assistant
* Managing Calendar
*Managing
*Doing Client Summaries
*Booking Meetings for my boss to his clients
*Booking Flights, Accommodation
*Following up clients and bookings through
* Doing PowerPoint presentations
* Doing Personality Profile Test
* Doing Xero Reports Monthly
-Clients Records Management/ Admin Assistant
*Entering Commissions (Quickbooks)
*Calendar Management (Book like a Boss)
*Client Records Management (Zoom, Otter. Microsoft Word, Excel Google Sheets, Google Suite, Office 365)
*CRM Tools (Equisoft)
*Happy Advisor/ Asset Map/ Precise FP/
*Carriers (Hub Financial, IA Clarington, Equitable Life of Canada
*Adobe Acrobat
- Operations Support
*Social Media Management (Canva, Planable,
*Lead Research
* Zoom and StoryXpress
*Video and Photo Editing
* CRM Tools (Suitedash, Influencersoft)
*Course Making (Canva)
- Operations and Data Analyst
*Amazon Seller Central
*Google Sheets
*Managebystats
-Data encoder
*Encoding Medical Claims for Medicare/ Blue Cross Blue Shield
- Chat
*Pearson Product Support (Technical and Account Support)
- Data Researcher and Data Encoder
* Researching accommodations all over the globe
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Experience: 1 - 2 years
100% input data through Microsoft Word
Experience: 2 - 5 years
- Encoding Client Summaries
Experience: 2 - 5 years
Encoding 100?curacy 60 words per minute - Encoding Medical Claims - Client Summary
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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