Hi! I’m Jei—a reliable and detail-oriented remote professional with a strong background in financial services, bookkeeping support, and executive-level task management. With over 3 years of experience in customer support, financial advising, and backend operations, I bring a perfect blend of financial accuracy and administrative efficiency to any business.
Financial & Bookkeeping Support:
I have hands-on experience in reviewing financial records, supporting tax return preparation, tracking expenses, and working with spreadsheets and ledgers. As a former Financial Advisor, I understand the importance of accuracy, compliance, and client confidentiality. I'm confident in assisting accountants, managing invoices, and maintaining clean financial data.
Executive & Administrative Assistance:
I specialize in managing calendars, emails, task routing, and internal documentation. I’ve worked closely with product and team managers, handled backend systems, led trainings, and coordinated live task support — all while keeping operations smooth and organized.
Why Work With Me?
- Strong finance foundation with practical support skills
- Proven leadership in team training and backend systems
- Organized, proactive, and highly dependable
- Tech-savvy with tools like Google Workspace, Excel, and CRM platforms
- Excellent communication and confidentiality handling
Whether you need help staying on top of financial tasks, streamlining executive operations, or improving internal processes—I’m here to make your day easier and your business more efficient.
Let’s work together to keep your business running like clockwork!
