Specialized Executive Assistant | Operations & Administrative Support |Social Me

Task organization, scheduling, and assignment using ClickUp Project tracking and workflow optimization Email marketing (campaign setup, automation, and basic analytics) Social media scheduling (Instagram, Facebook, TikTok) using PostFlow Graphic design creation (Canva or similar tools) Content planning and calendar management Caption writing and hashtag research Community management (replying to comments and messages)

Managed client communications (email, calls, chat) and calendar scheduling. Conducted client follow-ups and provided updates on policy payments, ensuring timely collections and account accuracy. Prepared insurance proposals, reviewed policies, and handled medical documentation. Processed invoices, payments, and financial reports using QuickBooks. Created reports and presentations (sales, production, and data tracking in Excel). Monitored daily/monthly sales performance and company expenses. Organized company events and hosted internal activities. Managed and monitored company monthly budget and expenses.

Managed email and calendar to ensure smooth daily operations and timely communication Created social media graphics, presentations, and basic video edits to support branding Conducted lead generation and research to identify potential clients Handled CRM and admin tasks using HubSpot and ClickUp Scheduled client meetings and coordinated follow-ups Managed invoicing, expense tracking, and basic bookkeeping using QuickBooks Provided customer support via email, chat, and calls Delivered personal assistant support to streamline business and daily task

Prepared insurance proposals, reviewed policies, and handled medical documentation. Processed invoices, payments, and financial reports using QuickBooks. Created reports and presentations (sales, production, and data tracking in Excel). Monitored daily/monthly sales performance and company expenses. Organized company events and hosted internal activities. Managed and monitored company monthly budget and expenses.

Graphic design creation (Canva or similar tools) Logo,flyer,banner,thumbnail,posting Content planning and calendar management Caption writing and hashtag research

Managed client communications (email, calls, chat) and calendar scheduling. Conducted client follow-ups and provided updates on policy payments, ensuring timely collections and account accuracy. Prepared insurance proposals, reviewed policies, and handled medical documentation. Processed invoices, payments, and financial reports using QuickBooks. Created reports and presentations (sales, production, and data tracking in Excel). Monitored daily/monthly sales performance and company expenses. Organized company events and hosted internal activities. Managed and monitored company monthly budget and expenses