I'm a detail-oriented Virtual Executive Assistant with almost 3 years of experience supporting C-level executives in the legal and financial technology sectors — backed by a decade of workforce management and operations experience in the BPO industry before that. I bring a rare combination: the precision and process-discipline of a former Workforce Analyst, paired with the adaptability of someone who's thrived across law firms, payment processing, and mortgage operations.
What I bring to the table:
--> Calendar & Inbox Management — I own executive calendars end-to-end, proactively resolving conflicts before they become problems, and manage high-volume communications across email, Messenger, and CRM platforms with strict SLA discipline (as fast as 2-hour response windows).
--> Meeting & Project Coordination — From agendas to minutes to action-item follow-through, I keep leadership teams aligned and moving. I've also led SOP documentation initiatives that standardized recurring workflows for scalability.
--> CRM & Business Development Support — Hands-on experience maintaining HubSpot and Salesforce records, supporting referral tracking, and processing merchant/loan applications with accuracy.
--> Travel & Logistics — Domestic travel booking, shipping/logistics coordination, and access/permissions management, handled with the same attention to detail I bring to everything else.
--> Confidentiality & Discretion — I've worked directly with sensitive legal case information and financial data, and I understand that trust is the foundation of any EA-executive relationship.
Tools I'm proficient in: Google Workspace, Microsoft 365, Clio, ClickUp, HubSpot, Salesforce, Slack, Zoom, MS Teams, Canva, Dropbox, GoHighLevel, and mortgage LOS platforms (Velocity, BluMortgage, Encompass).
I don't just execute tasks — I anticipate needs, manage multiple priorities without dropping details, and bring a decade of operational rigor to every workflow I touch.
If you need an EA who can be trusted to run things independently while keeping you fully informed, let's talk.
