I am a Virtual Assistant and licensed Financial Advisor with 5+ years of experience in customer support, administrative assistance, and client communication, client follow-ups, proposal preparation, and chat/email support in remote work environments.
I have experience supporting clients through professional communication, organized documentation, and efficient administrative workflows. My background in financial services and freelance virtual assistance strengthened my ability to managed multiple priorities, maintain accurate records, and provide reliable customer support.
Proficient in Microsoft Office, Canva, Trello, and ChatGPT for administrative and workflow support. Available for full-time remote work and flexible with US, UK, or AU business hours.
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