Virtual Assistant | Customer Service |Finance and Operations Specialist

Experienced in banking operations with a strong background in administrative support and data processing. Skilled in reviewing and verifying documents, processing financial transactions, maintaining accurate records, preparing reports, and ensuring data accuracy and compliance. Detail-oriented, organized, and committed to delivering efficient, high-quality work in fast-paced environments.

Analyzed financial and operational data to support account investigations and compliance reviews.

Skilled in handling high volumes of emails, reviewing and verifying documents, processing financial transactions, maintaining accurate records, preparing reports, and ensuring data accuracy and compliance. Detail-oriented, organized, and committed to delivering efficient, high-quality support in fast-paced environments.

Proficient in Microsoft Excel for data entry, data organization, report preparation, and spreadsheet management. Experienced in using formulas, sorting and filtering data, creating tables, and maintaining accurate records with strong attention to detail.

Experienced in delivering exceptional customer service by addressing inquiries, resolving concerns, and providing accurate, timely support. Skilled in building positive client relationships through effective communication, problem-solving, and a customer-focused approach.

Proficient in Canva for creating clean and engaging basic designs, including social media graphics, presentations, marketing materials, and simple promotional content. Detail-oriented with a good eye for layout, branding consistency, and visual organization.

Experienced in bank reconciliation, ensuring financial records accurately match bank statements by identifying and resolving discrepancies. Skilled in reviewing transactions, maintaining accurate records, and supporting efficient financial operations.

Proficient in Google Sheets for data entry, spreadsheet management, record keeping, and report preparation. Experienced in organizing data, using basic formulas, sorting and filtering information, and collaborating efficiently in shared spreadsheets.

Proficient in using AI tools such as ChatGPT, Grammarly, and Claude to streamline administrative tasks, draft and refine emails, create content, conduct research, summarize information, and improve overall productivity and workflow efficiency.