I am a Virtual Assistant expert in Financial services like bookkeeping like data entry, reconciliation and reclassification, Cold calling/ Appointment setting. Admin support, handling client's call. Social media management having an skills in using canva. I can help you to optimize your company in the knowledge and skills I have.
Experience: 1 - 2 years
I entering data entry provided by customers and follow ups for the needed information. Also, verifying the data through the source documents like bank statements.
Experience: 2 - 5 years
Handling client's call, asking what they need or concern. Handling customer complaints. Verifying the emails they sent/ follow ups, Provide information regarding the service.
Experience: 2 - 5 years
By using google calendar, I an handling the setting of an appointment either via call or in person meeting. Also providing what the cleint needs to bring for the meeting. Following up/reminding or confirming the meeting the day before the scheduled meeting.
Experience: Less than 6 months
Having the knowledge in creating a content account using Canva. Have an skill in editing using canva, videeo and grphic editing.
Experience: 1 - 2 years
I use quicbooks in doing online bookkeeping. I do data entry of bank statements, reconciliation and reclassification.
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