VA, Social Media Manager, Appt Setting, CS & FX Trader

• Answer Inbound Calls and Notate Client Interaction: Handle incoming calls from clients and prospects; Document and notate client interactions accurately for future reference. • - Manage and Maintain Calendars, Appointment Setting: Coordinate schedules and appointments for team members; Set up meetings and appointments using MS 365 calendar. • - Handle Administrative Tasks: Follow up with clients regarding pending tasks and appointments; Make billing status calls and assist in resolving billing inquiries; Conduct cold calls to prospects and assist in lead generation. • - Complete Word Processing Tasks: Prepare and edit documents, reports, and correspondence as required. • - Research and Underwriting: Conduct research on insurance products, market trends, and competitors; Assist in underwriting processes and data gathering • - Maintain and Manage Customer Contacts: Update and manage customer databases and contact lists; Ensure accurate and up-to-date client information. • Record day to day financial transactions like Purchase orders, invoices, payments, sent receipts and complete the posting process • Ensure the accuracy of financial records and reports in Airtable, Quickbooks and Monday.com • Enter data in QB bank balances the debit and credits and who initiates the charges, maintain records and create reports and financial statements • Process accounts receivable/payable and handle payroll in a timely manner • Other administrative tasks like managing the store of the client, invoicing, sent labels and check shipment pickup and status

• >Managed client's emails as requested • >Delegate other emails that need actions from the Engagement Manager • >Internal coordination - communicating to the appropriate party depending on the client's request/task monitoring for partners • >Email respondents - replying to the client's email within 24 hours • >Handle administrative needs of the Founder, supporting the business and personal needs of the Founder (purchasing gifts, arranging deliveries, making appointments, etc.) • >Arrange conference calls and meetings • >Provide light correspondence on behalf of the Executive • >Plan documents, presentations, and briefings ahead of meetings for the Executive • >Conduct online research on various topics and subjects • >Plan work-related travel details • >Act as liaison with all levels of clientele locally and globally -- high profile clients, and external stakeholders • >Draft emails, typing correspondence, preparing reports and presentations, and proofreading • >Act as the “eyes and ears” for the executives and ensure they are informed of key events, news, internal updates, initiatives, and upcoming relevant matters for any of our projects • >Remind my client of her appointments • >Tasked to join each meeting my client has, create minutes of meetings and send them to all attendees • >Followed up on the property sale process • >Provide light correspondence on behalf of the Executive • >Plan documents, presentations, and briefings ahead of meetings for the Executive • >Lead generation • > alleviate the client’s workload by providing robust administrative support with a special focus on meetings, travel, and expense management. • > Coordinate and manage meetings. • > Assist with travel arrangements and management. • > Handle expense reports and potentially aid with financial document preparation. • > Email assistance with warm interest prospects • > Management of CRM and task management system • > Communication with prospective clients through email and chat • > Call-related tasks, handling scheduling, appointments, and fielding calls

• >Checking for a venue to set for my client’s appointment • >Updated my client’s appointment • >Arrange conference calls and meetings • >Managing invoices; checking costs and accuracy, setting up new vendors, processing, and monitoring timely payment, if needed • >Create business orders invoicing • >Organize business partners' invoices and rename them for easy reference. I was tasked to share it with the team for reference

• >Manage social media pages and other communication at a basic level • >Help with the company’s website and make sure prices are updated • >Maintained the three websites of the business • >Created property flyers for marketing • > Helping to humanize marketing processes by managing responses to campaigns • >Created holiday greetings

>Internal coordination - communicating to the appropriate party depending on the client's request/task monitoring for partners >Managing invoices; checking costs and accuracy, setting up new vendors, processing, and monitoring timely payment, if needed >Create business orders invoicing >Organize business partners' invoices and rename them for easy reference. I was tasked to share it with the team for reference >Maintain Shopify inventory and make sure we have enough stocks to market >Create shipping labels for the orders >Organize and maintain the business inventory of sales for easy monitoring of stocks >Organize and maintain the purchase orders of partners and label it accordingly for easy reference >Send orders for packaging stocks >Followup unpaid invoices