detail-oriented and highly dependable Financial Virtual Assistant with over 8 years of experience in financial services, legal administration, customer support, and online market research.
I’ve worked with Australian clients for years and have strong skills in:
- Superannuation & Pension Admin (Xplan, FDS, RoA, policy alterations)
- Document Preparation (legal/property forms, compliance, implementation tracking) Customer Service (email/chat support, payment follow-ups, client comms)
- Data Management (Excel, Share Drive, CRM, research tools)
I’m used to working independently, hitting tight deadlines, and managing sensitive client data with care. I thrive in both solo and collaborative roles, and I’m excited to support your business with efficiency and trust.
Skills
- Admin Assistant
- Virtual Assistant
- Legal Assistant
- Customer Service & Support
- Email Management
- Data Entry
- MS Excel / Google Sheets
- Document Control
- Calendar Management
- Research
