General Virtual Assistant offering reliable support with email management, calendar/schedule coordination, and everyday administrative tasks.
With over 12 years of experience in the financial industry — including a significant tenure at JP Morgan Chase — I currently support ultra-high-net-worth clients within Asset & Wealth Management, assisting some of the wealthiest families in the USA. My expertise includes client onboarding, KYC/AML compliance, wire transfers, ACH payments, and corporate banking platform support (Chase Connect). I also conduct Zoom sessions with C-suite executives (CEOs, CFOs, COOs) to resolve platform and transaction concerns.
Background includes customer service for Chase credit cards (Freedom, Slate, Amazon, etc.), plus sales experience with Bell Canada and Dish Network USA.
Certified Freight Virtual Assistant (LTL) — adding logistics coordination, carrier booking, freight tracking, and shipment support.
Detail-oriented, responsive, and discreet. Available for ongoing or project-based assistance. Let me save you time so you can focus on what matters most.
Verified