Motivated and detail-driven professional seeking a dynamic role as a Virtual Assistant or Executive Assistant. With a strong knack for multitasking and exceptional organizational skills, I’m eager to bring my efficiency and precision to elevate operations and provide top-notch administrative support in a fast-paced environment. Ready to contribute to your team’s success!
PROFESSIONAL EXPERIENCE SUMMARY
ACCOUNTING ADMINISTRATIVE ASSISTANT
Rebilt Renovation Sydney
January 2024 - November 2024
Managed comprehensive project administration and accounting operations for a Sydney-based renovation company. Handled project administration using Buildxact including client purchase orders, work orders, invoices, and payment processing. Created all Standard Operating Procedures (SOPs) from scratch as the company had no existing documentation. Built automated Excel spreadsheets with formulas and pivot tables for accurate job-cost tracking. Processed and reconciled customer payments ensuring all records matched invoices and bank entries. Served as primary contact for clients regarding quotes, payment reminders, and project updates. Coordinated with trades and suppliers to collect and verify legal documents, certifications, and compliance records. Tracked staff hours using Clockify for accurate payroll and project cost allocation. Created Excel reporting tools for cost tracking and progress reports, automating data tasks to improve accuracy and efficiency.
EXECUTIVE VIRTUAL ASSISTANT
Access Offshoring - Australia
June 2024 - December 2024
Provided executive assistance and administrative support to multiple Australian trade businesses simultaneously using Accelo for operations management, client communication, and workflow processes. Implemented and optimized job management systems including ServiceM8, AroFlo, and Fergus to improve efficiency and accuracy. Built secure, organized filing systems ensuring easy access and confidentiality of business records. Developed workflow automations to reduce manual work and increase productivity. Assisted in migrating clients between job management platforms ensuring smooth transitions and accurate data transfer. Created tailored Standard Operating Procedures (SOPs) specific to each system to simplify training and ensure consistent understanding. Managed Xero accounting tasks including creating quotes, templates, product lists, invoicing, reconciliations, and recurring billing. Managed projects and tracked tasks using ClickUp to support smooth daily operations. Maintained CRM databases with accurate client records and supported effective customer engagement. Handled email correspondence and scheduling to optimize executive time and workflow. Designed and maintained websites using WordPress and created standardized branded business documents for professional consistency.
ACCOUNTING ADMINISTRATIVE ASSISTANT
Fidelis Tax and Accounting
January 2023 - June 2024
Streamlined office and filing procedures to enhance efficiency, accuracy, and client satisfaction in a US-based tax and accounting firm. Organized and maintained client financial and tax documents using Microsoft SharePoint and OneDrive for secure, easy access. Generated daily reports on calls, meetings, and tasks using MS Access to support team performance tracking. Managed and updated client accounts ensuring accuracy of records and proper usage of QuickBooks. Created and issued client invoices through QuickBooks maintaining clear and accurate billing records. Prepared and e-filed individual and business tax returns using UltraTax CS (Thomson Reuters) ensuring compliance with IRS regulations and timely submission. Designed fillable PDF forms to streamline information collection for clients and staff. Developed advanced Excel spreadsheets using formulas, pivot tables, and data validation for financial tracking and analysis. Followed up with clients to gather, clarify, and confirm tax documentation ensuring all necessary forms were received on time. Collected, reviewed, and organized tax forms including Form 1s and supporting schedules for review and filing. Created structured workflows for Enrolled Agents to support tax review, approval, and filing processes. Conducted financial research for advisers and handled various ad hoc administrative duties. Created detailed SOPs for all key processes helping establish consistent standards and improving training for new employees.
EXECUTIVE ASSISTANT
We Greaux People
November 2022 - December 2022
Oversaw databases, CRM systems, and scheduling tools to maintain organized and efficient daily operations for a real estate business. Managed inboxes, correspondence, and routine administrative tasks to ensure smooth workflow. Attended meetings on behalf of clients, communicating effectively with key stakeholders and partners. Organized documents, notes, and assisted with listing activities to support business operations. Edited videos and photos for affiliate marketing campaigns, enhancing brand visibility and promotional quality. Ensured timely and efficient service delivery through proactive communication and responsive client support.
CUSTOMER SERVICE REPRESENTATIVE III
Norton Lifelock
January 2022 - November 2022
Helped customers resolve device and identity security issues providing effective solutions for various security i-----------. Guided customers through procedures customized to their subscriptions and specific security needs. Delivered exceptional service through chat and other communication ch-----------ls, addressing inquiries and resolving concerns promptly. Ensured customer safety by providing expert knowledge, preventative solutions, and ongoing support to maintain digital protection.
ENGLISH AS A SECOND LANGUAGE TEACHER
Engoo Tutors
October 2017 - December 2021
RareJob Philippines Inc.
December 2015 - September 2017
Designed comprehensive ESL curricula encompassing grammar, writing, reading, listening, and pronunciation. Equipped students with essential tools for English proficiency while fostering confidence, cultural understanding, and language appreciation through one-on-one and group online instruction.
REAL ESTATE VIRTUAL ASSISTANT
MyOutDesk
October 2015 - December 2015
Conducted in-depth property research and market analysis to identify properties matching client requirements, assessing location, pricing, investment potential, and market trends. Sourced potential buyers, sellers, and investors through MLS, Zillow, Redfin, -----------, and social media implementing targeted outreach to grow client databases. Tracked real estate trends, property values, and competitor activity and prepared detailed reports and insights to support informed client decisions.
HEALTHCARE CUSTOMER SERVICE REPRESENTATIVE
Anthem HIX Provider | Anthem Georgia Provider
September 2014 - October 2015
Verified patient eligibility, benefits, and claim status with accuracy and attention to detail. Handled sensitive health information in full compliance with HIPAA and confidentiality regulations. Built strong client relationships and delivered outstanding support to ensure satisfaction and trust. Provided precise, up-to-date information to efficiently address patient and client inquiries. Identified and implemented opportunities to streamline workflows, enhancing accuracy and overall operational efficiency.
LPS TSG AND REO SEARCHER
Data Services Group
April 2013 - September 2014
Conducted meticulous reviews of deeds of trust, mortgages, and related files to ensure accuracy and prevent costly errors. Supported the smooth progression of property transactions by ensuring clarity of rights, obligations, and potential risks for all parties. Provided professional and timely support through chat and other communication ch-----------ls, addressing inquiries and guiding clients through documentation processes.
ADDITIONAL EXPERIENCE
SOCIAL MEDIA MANAGER & GRAPHIC DESIGNER
Freelance - Local Businesses
Developed social media strategies, created engaging content, managed brand consistency, and designed marketing materials including posters, promotional content, and visual branding for various local businesses.
