Organized, detail-oriented Virtual Assistant with hands-on remote experience supporting Australian and U.S.-based teams across financial planning, lending, and customer service. I help businesses stay on top of their day-to-day operations so they can focus on growth.
What I bring to the table:
📅 Calendar & inbox management — keeping your schedule and communications organized and on time
🗂️ Data entry & CRM management (Xplan, GoHighLevel) — accurate, up-to-date records you can rely on
📝 Document preparation — polished, professional, and ready for client or compliance use
💬 Client communication — clear, courteous, and confidential across time zones
💻 Strong command of Microsoft Office and industry-specific tools
Why work with me:
✅ Experience across financial planning, lending, and customer service niches
✅ Proven reliability working with AU and US-based teams remotely
✅ Confidentiality and discretion handling sensitive client data
✅ Comfortable adapting to different time zones and workflows
Regular communication is important to me, so let's keep in touch - I'll make sure you're always in the loop.
