Overview
Looking for any work (8 hours/day)
at $9.92/hour ($1,920.00/month)
Not Specified
Last Active
July 1st, 2026 (13 days ago)
Member Since
March 25th, 2026
Profile Description
General Virtual Assistant offering reliable support with
With over 12 years of experience in the financial industry — including a significant tenure at JP Morgan Chase — I currently support ultra-high-net-worth clients within Asset & Wealth Management, assisting some of the wealthiest families in the USA. My expertise includes client onboarding, KYC/AML compliance, wire transfers, ACH payments, and corporate banking platform support (Chase Connect). I also conduct Zoom sessions with C-suite executives (CEOs, CFOs, COOs) to resolve platform and transaction concerns.
Background includes customer service for Chase credit cards (Freedom, Slate, Amazon, etc.), plus sales experience with Bell Canada and Dish Network USA.
Certified Freight Virtual Assistant (LTL) — adding logistics coordination, carrier booking, freight tracking, and shipment support.
Detail-oriented, responsive, and discreet. Available for ongoing or project-based assistance. Let me save you time so you can focus on what matters most.
Top Skills
Customer Support » Customer Service
Experience: 10+ years
Provided exceptional and beyond the standard customer service for more than a decade in the firm.
Office and Administration » Documentation
Experience: 10+ years
Handled confidential documents and files of UHNW clients within the firm for more than a decade.
Office and Administration » Coordination
Experience: 10+ years
Collaborated with different departments within the firm for more than a decade.
Other Skills
Customer Support » Email Support
Experience: 10+ years
Handled multiple urgent and time sensitive emails for both internal and external inquiries and follow ups
Customer Support » Chat Support
Experience: 10+ years
Relayed instructions and information internally through chat within the firm for more than a decade.
Customer Support » Technical Support
Experience: 10+ years
Handled different technical issues within the firm for more than a decade.
Customer Support » Phone Support
Experience: 10+ years
Handled incoming and outgoing calls related to clients concerns, issues, and inquiry for more than a decade within the firm.
Accounting » Financial Accounting » Analysis
Experience: 10+ years
Analyzed client accounts - spending, fees, interest rates, etc
Office and Administration » Calendar Management
Experience: 10+ years
Accounting » Financial Accounting » Financial Analysis
Experience: 10+ years
Financial analysis on clients accounts within the firm for more than a decade.
Office and Administration » Administrative Support
Experience: 10+ years
Non-BAU tasks and Ad-hoc tasks
Office and Administration » Calendar Management » Scheduling
Experience: Less than 6 months
Customer Support » Customer Relationship Management
Experience: 10+ years
Established good client-banker relationship for more than a decade within the firm.
Customer Support » Back Office Support
Experience: 10+ years
Handled onboarding for account openings with highest confidentiality regarding UHNW client documents and files.
Office and Administration » Tech-Savvy
Experience: 10+ years
Handled client online profiles, resolved issues and concerns, provided walkthroughs on how to navigate and maximize online features.
Basic Information
- Age
- 36
- Gender
- Male
- Website
- Sign Up with Pro Account to View
- Address
- Trece Martires City, Cavite
- Tests Taken
- IQ
- Score: 92
- DISC
- Dominance: 29
- Influence: 18
- Steadiness: 31
- Compliance: 22
- English
- C1(Advanced)
- Government ID
- Sign Up with Pro Account to View
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