About Me: As a seasoned Executive Assistant with expertise in CRM, particularly Zoho, I excel in optimizing administrative processes and streamlining communication. My proficiency in
Expertise Highlights:
Zoho CRM Manager: Efficiently managed client information using Zoho CRM, ensuring accurate documentation to streamline business operations and enhance client relationships.
Admin Wizardry: Provided comprehensive support to veteran coaches by reviewing medical records to assist in disability benefit assessments. Managed
Data Entry and Analyst: With a meticulous eye for detail and strong analytical skills, I excel in entering, organizing, and interpreting data. My experience in CRM management, lead tracking, and reporting helps me spot trends, identify gaps, and streamline processes. Proficient in Zoho and Excel, I deliver accurate, actionable insights that inform decision-making and improve efficiency.
Banking and Finance: Managed over-the-counter transactions including deposits, withdrawals, payments, and currency exchanges. As a Marketing Assistant, handled account openings, placements, and client inquiries, while promoting the bank’s products. Oversaw daily sales operations and supported marketing initiatives as a Branch Marketing Officer at a leading bank.
Industry Focus: With a background in banking, executive assistance, and data management, I combine financial acumen with operational efficiency. My experience in CRM, social media management, and data analysis sharpens my skills in overseeing client accounts, handling large datasets, and improving workflows. I’m dedicated to driving efficiency across industries, from finance to executive support, ensuring accurate data management and top-tier client service.
Tech Savvy: I utilize Zoho tools to streamline processes and enhance productivity. My Executive Admin experience highlights my ability to manage complex tasks. Skilled in Trello for project management, CRM systems, video editing, and data entry, I optimize workflows and drive tech-driven solutions.
Why Choose Me: I offer a blend of technical expertise and hands-on experience. Proficient in Zoho tools and Trello, I ensure efficient process management and project execution. With a solid background in CRM systems and data entry, I provide precise data management. My video editing skills and Executive Admin experience enable me to handle diverse tasks seamlessly. My commitment to excellence and adaptability makes me a valuable asset for any team, ready to drive results and exceed expectations.
-------------- MORE ABOUT ME ------ --------- ---------- --- ------------
My strongest skills include but are not limited to:
* Virtual Assistance/Admin Support
*Zoho
*CRM
*Zoho Books
*Customer service
*Banking and Finance
* Data Entry & Analysis
*
* Heavy Calendar Management (Google Calendar)
* PDF Conversion and Editing
* PowerPoint slides preparation
* MS Word, MS Excel, Google Sheets, Google Docs, Forms, and Slides
* Calendly, Zoom, MS Teams, Google Meet,
* Photo and Video Editing ( Canva, Adobe Premiere, Adobe Photoshop, Corel)
*Trello
Onlinejobs.ph "ID Proof" indicates if "they are who they say they are".
It DOES NOT indicate skill level.
ID Proof scores are 0 - 99 with 99 being the best. It is calculated based on dozens of data points.
It's intended to help employers know who they're talking to is real, and not a fake identity.