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New Business / Production – Data Entry, Docusign & Client Interaction
Mary Ann has managed customer records, form submissions, and CRM updates in roles like Admin Assistant and Productivity & Admin Assistant. She’s proficient in tools like Docusign, JotForm, Adobe Acrobat, Google Sheets, and AirTable, making her highly capable of handling application submissions and data collection via phone/Zoom.

Client Support – Emails, Texts, Calls, Policy Management
She has consistently handled client communications across various roles, including:
Calling/emailing customers to follow up on payments, documentation, and inquiries
Sending personalized messages (emails/texts) and ensuring timely responses
Working closely with platforms like RingCentral, WhatsApp, and Gorgias for customer touchpoints
Managing client records and responding to updates or document requests in less than 24–48 hours
This directly supports the requirement to manage Melissa Gomez’s client communication pipeline.

Tracking / Reporting – Transmittals, Spreadsheets, Case Notes
Mary Ann’s daily responsibilities have involved:
Maintaining and updating internal trackers and logs for service operations and customer interactions
Using tools like Google Sheets, Excel, Notion, Trello, and Asana for case progress tracking
Keeping detailed notes on tasks completed and case status—critical for insurance application tracking and client production logs
Her structured task documentation aligns well with the Production Log management and transmittal requirements of the role.

Scheduling and Follow-ups – Exams, Appointments, Documents
Her work in patient coordination and healthcare scheduling, as well as service booking and warranty coordination for an Australian plumbing business, shows her ability to:
Book exams and appointments
Follow up for missing requirements
Monitor deadlines and ensure follow-through without supervision

Tools & Certifications:
Systems & Tools:
Docusign, JotForm, Adobe Acrobat
Google Workspace, MS Office, Notion, Trello, Airtable
Communication: Slack, MS Teams, Zoom, Google Meet, WhatsApp
CRM & Admin Platforms: HubSpot, Kayako, Gorgias, LiveAgent
Finance/Back-office: QuickBooks, Xero

Certifications:
General Virtual Assistant (2023)
Bookkeeping & QuickBooks Online (2023)
SEO & Data Handling (2023)

Strengths & Soft Skills:
High attention to detail & task ownership
Proactive communicator – both written and verbal
Time management & prioritization under fast-paced conditions
Comfortable with multi-step client cases and multiple follow-ups

Summary:
Mary Ann Briones-Visco is exceptionally well-suited to this administrative and client-facing support role. Her experience in form submission, CRM management, client coordination, follow-ups, and documentation tracking aligns directly with the job’s core responsibilities. With advanced digital literacy and a proven background in service excellence, she would bring structure, responsiveness, and reliability to the client workflow from day one.



Predictive Index Behavioral Profile - Individualist


Strongest Behaviors
Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and co-workers. Doesn’t easily change.
Persistence; consistent pursuit of goals in calm, methodical manner even when setbacks occur. Opinionated; slow to change.
Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
Methodical, steady, and even-paced; loses productivity when interrupted.
 

Maria is a highly adaptable and detail-oriented professional with 5–6 years of combined experience in the BPO sector and as a remote administrative/virtual assistant, with particular strengths in healthcare, customer service, general admin, and e-commerce operations.

Maria's early career in the BPO industry was in the U.S.-based healthcare and insurance sector, where she rose from healthcare support roles to team leader for escalations. In 2022, she transitioned into remote and freelance roles where she held responsibilities as a Medical Virtual Assistant, Executive Assistant, and Operations Coordinator, supporting U.S. and Australian clients in healthcare, consumer electronics, and plumbing services.

Her experience includes managing complex communications, appointment scheduling, CRM data entry, basic bookkeeping, vendor coordination, and email/chat support. She is tech-savvy and familiar with CRM and support tools like HubSpot, Zendesk, Tradify, QuickBooks, WordPress, Trello, Asana, and various Microsoft and Google applications.

Maria completed formal training in general virtual assistance, bookkeeping, and SEO through ProVA, which she leveraged effectively in subsequent roles. She demonstrates strong initiative, having contributed to the end-to-end setup of systems and communications for a startup e-commerce client.

Work Experience Summary:

Virtual Assistant – E-commerce / Consumer Electronics (U.S.-based startup)

• Helped establish operational systems from scratch
• Handled CRM (HubSpot), Shopify, BestBuy Canada, Amazon listings
• Facilitated vendor coordination, client communications, and stakeholder meetings
• Managed email, calendar, and escalations on behalf of CEO

Admin Assistant – Plumbing & Relining Company (AU-based)

• Managed appointment scheduling via Tradify
• Performed invoicing, quoting, bookkeeping support
• Handled customer communication, blog content, and email support
• Used Canva, MS Teams, and Google Suite extensively

Medical Virtual Assistant – DME Provider (U.S.-based)

• Coordinated with doctors and providers on claims, billing, and prior authorizations
• Managed patient appointments and health documentation
• Utilized Epic, Braintree, Microsoft Office, and EMR tools

Team Lead – U.S. Healthcare BPO (Member Escalations)

• Led complex customer case resolutions for a U.S. insurance provider
• Delivered high-touch support and guided team handling sensitive health benefits issues

Key Strengths:

• Strong foundation in client coordination, escalation handling, and back-office support
• Experience with both startup operations and structured corporate healthcare accounts
• Proficiency in CRMs, scheduling tools, and basic accounting platforms
• Excellent communication skills across U.S. and AU clients
• Demonstrates high ownership, flexibility, and eagerness to contribute long term

She can start immediately and is amenable to full-time work arrangements.

Predictive Index Behavioral Profile - Individualist

Strongest Behavior

• Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
• Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and coworkers. Doesn’t easily change.

Behavioral Summary

Mary Ann is independent and individualistic in thinking and behavior. Has strong ideas and opinions and expresses them with confidence and certainty.

Having a willingness to take risk, this individual is likely to develop and act on ideas that are distinctly new or unconventional. This is a creative and nonconformist personality.

In expressing and acting on their ideas, this individual is determined and persistent and has the kind of confidence and nerve involved in initiating innovation or change. Very determined and persistent, once a goal is set they’ll generally push hard to reach it, regardless of the goal’s popularity with others. Undaunted by criticisms or failures

• Mary Ann is a versatile and highly capable virtual assistant with a strong background in healthcare support, administrative coordination, and executive assistance. With over five years of professional experience in both corporate and remote work environments, she has built a solid career foundation in roles involving medical VA tasks, customer service, appointment setting, basic bookkeeping, and content creation.
• In her most recent work, she handled daily bookings, customer communications, quote follow-ups, blog content writing, and admin process improvements for an Australian plumbing firm.
• The tools and platforms she was able to use are:
• Admin & Communication: Google Workspace, MS Office, Slack, Trello, Zoom, Outlook, MS Teams
• CRM and Helpdesk: Zendesk, RingCentral, Gorgias, Freshdesk, Kayako, HubSpot
• Healthcare Systems: EPIC, Elation, eClinicalWorks, Citrix, Parachute
• Bookkeeping & Invoicing: QuickBooks, Xero, Tradify
• Project & File Management: Dropbox, GDrive, AirTable, Docusign

Mary Ann is also QuickBooks Online Certified and has completed training in SEO, General VA, and Bookkeeping.

She is available for a full-time work and can start immediately.

Predictive Index Behavioral Profile - Individualist

Strongest Behaviors

Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.

Persistence; consistent pursuit of goals in calm, methodical manner even when setbacks occur. Opinionated; slow to change.

Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”

Behavior Summary

In expressing and acting on her ideas, Mary Ann is determined and persistent and has the kind of confidence and nerve involved in initiating innovation or change. Very determined and persistent, once a goal is set she will generally push hard to reach it, regardless of the goal’s popularity with others. Undaunted by criticisms or failures.

Alalaine is highly recommended for the travel assistance role. She brings over a decade of relevant experience in the travel and tourism industry, with a strong emphasis on customer service, airline ticketing, and GDS proficiency. Her ability to manage complex travel-related issues including cancellations, rebookings, and insurance claims demonstrates a solid command of the operational and regulatory nuances of the industry.

She is proficient in multiple GDS platforms including Amadeus, Sabre, and others, and has worked extensively with global travel markets. Her technical skills are complemented by a proven track record in handling high-pressure customer situations, making outbound sales calls, and promoting additional services all of which align closely with the key responsibilities of the role.

She has also shown competency in creating marketing collaterals and managing social media interactions, which adds further value to her candidacy. Alalaine’s remote work experience across various international markets confirms her ability to work independently and deliver results with minimal supervision.

With her comprehensive technical skillset, relevant experience, and demonstrated professionalism, Alalaine would be a strong asset to any team in the travel services industry.

 

Technical Proficiencies

Global Distribution Systems (GDS):

• Amadeus

• Sabre

• Galileo

• Worldspan

• Apollo

 

CRM & Customer Service Platforms:

• Salesforce

• Zendesk

• HubSpot

• Zoho

 

Project & Task Management Tools:

• Jira

• Trello

• Asana

• ClickUp

• Confluence

 

Communication Platforms:

• RingCentral

• Slack

• WhatsApp

• Microsoft Teams

• Discord

• Zoom

• Google Meet

 

Productivity & Office Tools:

• Google Suite / Google Workspace

• Microsoft Office

 

Financial & Booking Tools:

• QuickBooks

• Stripe

• Xero

 

Marketing & Design Tools:

• Canva

• Visme

• Fotor

• WeVideo

• ActiveCampaign

• GetResponse

• ClickFunnels

 

 

Predictive Index Behavioral Profile - Analyzer

 

Strongest Behaviors

• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.

• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.

• Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome. Impatient with routines.

• Task-focused; quickly notices and pushes to fix technical problems, assertively cutting through any personal/emotional issues. Has aptitude to spot trends in data or figure out how complex systems work.

• Independent, analytical, critical, and creative thinking and action; little need for external validation before action. Private.

• Authoritative and direct, driven to accomplish personal goals; pushes through roadblocks assertively. Communication is direct, to the point, and sometimes brusque.

• Alaine is a seasoned professional with over 10 years of experience across customer service, virtual assistance, BPO operations, and corporate travel management. Her background spans industries such as health and wellness, travel and tourism, automotive services, and logistics.
• She worked for a Health, Wellness, and Fitness company where she served as an Executive Virtual Assistant, managing client concerns via inbound and outbound communications, scheduling, CRM management (HubSpot, Asana, Slack), and providing basic creative support through tools like Canva.
• The other tools and CRMs she has worked with include:
  • Salesforce
  • Zendesk
  • QuickBooks
  • GDS systems (Sabre, Amadeus, etc.)
• Alaine can start immediately and is amenable for a full-time work with preference to working on a day shift.
• Predictive Index Behavioral Profile - Analyzer
• Strongest Behaviors
  • Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
  • Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
  • Independent, analytical, critical, and creative thinking and action; little need for external validation before action. Private.
• Behavior Summary
  • Alaine is an intense, results-oriented person, whose drive and sense of urgency are tempered and disciplined by a strong concern for the accuracy and quality of the details of any work for which she is responsible. Approach to any work done will be based on thorough analysis and detailed knowledge of all pertinent facts.

Monica is a seasoned administrative and executive assistant with nearly 10 years of professional experience, including 5 years as a virtual assistant. Her background spans various industries such as financial consulting, business registration services, and construction consulting, demonstrating her versatility and ability to adapt to diverse operational needs. Monica specializes in data entry, record management, payroll support, and administrative assistance with a particular focus on New Zealand-based clients and processes.

Key Highlights:

• Experience with Construction Industry: Provided administrative support for a New Zealand-based construction consulting firm, including managing permits, contracts, and compliance documents.
• Payroll Expertise: Skilled in using payroll systems like Xero and MYOB for subcontractor invoice management and data encoding.
• Email and Calendar Management: Efficiently handled client communications and managed executive schedules, including processing quotations, invoices, and project updates.
• Broader Skill Set: Knowledgeable in both general admin tasks and basic accounting functions, making her a well-rounded candidate for administrative roles.

Experience & Skills
Virtual Assistance (5+ Years)

• Supported New Zealand-based construction and consulting companies, overseeing operational tasks such as contracts, permits, and invoicing.
• Experienced in calendar and email management, coordinating directly with clients for scheduling and administrative needs.

Accounting & Payroll Administration

• Managed subcontractor invoices and payroll processing using tools like Xero and MYOB.
• Familiar with financial documentation, including bill processing, expense tracking, and data entry into accounting software.

Technology Proficiency

• Software Expertise: Xero, MYOB, Microsoft Office Suite, and CRMs.
• Intermediate Excel Skills: Rated 3/5, capable of handling formulas and data organization for operational use.

She can start immediately and is amenable to Part-time arrangements.

Predictive Index Behavioral Profile- Artisan

Strongest Behaviors

• Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
• Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and co-workers. Doesn’t easily change.

Behavioral Summary

Monica is thoughtful, disciplined, and particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within their area of expertise. Works at a steady, even pace, leveraging their background for the betterment of the team, company, or customer.

With experience and/or training, they will develop a high level of specialized expertise. Serious and dedicated to the job and the company. Their work pace is steady and even-keeled, and they’re motivated by a real concern for getting work done thoroughly and correctly. Discipline and circumspect thinking will lend caution to their decision-making; Monica plans ahead, double checks, and follows up carefully on decisions and actions.

• Joan has gained more than 4 years of remote work experience with diverse background in executive assistance, remote administration and some project management.
• She has worked with Australian clients handling administrative tasks, including booking appointments, managing calendars, social media management, and customer support.
• She also reported directly to clients, ensuring customer queries were addressed and managed efficiently.
• Her project management experience include:
  • Experienced in providing executive support, handling email management, scheduling meetings, and note-taking.
  • Assisted with project management tasks using tools like Asana, Trello, Monday.com, and Jira.
  • Handled executive assistant responsibilities for HR, ensuring smooth workflow and task management.
• She gained experience on the following technologies:
  • Project Management Tools:
    • Jira, Confluence, Trello, Asana, Monday.com, Notion.
  • CRM Platforms:
    • GoHighLevel, HubSpot, Salesforce.
  • Administrative & Communication Tools:
    • Google Workspace (Docs, Sheets, Slides), Microsoft Office (Word, Excel, PowerPoint).
    • Familiar with creating reports, handling pivot tables, and complex formulas in Excel.
  • Social Media Management:
    • Managed social media accounts on LinkedIn, Facebook, Twitter, and Instagram using Sprout Social.
  • Other Tools:
    • Amazon Seller Central, Time Doctor, Hubstaff, and Teramine (for work monitoring).
• She is amenable to start immediately.

• Kyle has been working for 3 years in different local companies in BPO, Retail, and Real Estate industries. She handled different positions such as Technical Support Representative, Quality Assurance, Order Fulfillment Associate, Virtual Front Desk, and Virtual Assistant. She started her freelancing career in 2021 and worked with US clients. She supported the following task:
  • Technical support
  • Customer Service
  • Chat support
  • Cold calling
  • Inbound / Outbound calls
  • Admin support
• She is proficient in systems such as Canva, CRM, and Microsoft tools.
• Kyle is available to start immediately and she is amenable to working the day shift for any part-time or fulltime position.

Predictive Index Behavioral Profile - Adapter

Strongest Behaviors

• Attention to detail; follows through on tasks to ensure completion in general accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks about what needs to be done, and how to do it well, and generally follows that execution plan.
• Detail-oriented and helpful; works comfortably as part of a team and often checks work.

Behavioral Summary

Kyle Grace is likely equipped with a diverse behavioral range that provides adaptation from one situation to the next. They may desire to take the lead on a project but are also comfortable accommodating the desires of others and allowing others to assume control – provided the task gets executed correctly. In most circumstances, this individual is accustomed to thinking before speaking and will generally relay information in a factual and direct manner to peers and superiors. From time to time, their behavior may come across as challenging the status quo, and at times, they are comfortable following the rules.

 

Kyra has a bachelor's degree in Biology. She has more than 3 years of experience working in the e-commerce and digital marketing industries where she mostly supported US-based clients. Her forte is Product researching for Amazon store-front where she researched for beauty, household, personal care, and tools products. She also did the following tasks:

• Social Media Management/Content creation (Facebook and Instagram)
• Manual sourcing
• Reverse search sourcing
• Amazon product listing
• Data Entry
• Lead generation
• Product profit/performance analysis

She is well-versed in using the following:

• Tactical Arbitrage
• Keepa
• Revseller
• SellerAmp
• Canva
• Google Sheet
• Microsoft Office Suite

She can start ASAP
She is amenable to working on any shift schedule for full-time or part-time roles

Predictive Index Behavioral Profile -Scholar 

Strongest Behaviors

• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.

• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”

Behavioral Summary
Kyra is reserved and will generally express herself in a factual, direct, and succinct manner. A conscientious person, her approach to the work is systematic, methodical, and well organized, based on thorough knowledge of, and respect for “the book”. Working with factual, technical or detailed information, she’ll produce carefully thought-out work of high quality and precision. Whether doing work herself, or delegating to others, follow up is close to ensure high-quality results.
 

• Kim has a bachelors degree in Hotel and Restaturant Management and have been working for almost 12 years now handling and performing roles such as Admin Assistant, Fulfillment Lead, Customer Support, Customer Support Lead, Programs Assistant, Virtual Assistant Recruitment Officer and  Reconciliations Officer under the industries of Financial Services, Recruitment Agency, Outsourcing, Education and Merchandising. She has catered to US and Australian Clients. 
• Her greatest achievement with her 12 years of professional experience was being able to work remotely since 2015, working and being exposed to global clients, and working in several industries, all of which helped her career development.
• She was exposed to the following tasks:
  • Order Management
  • Shopify Management
  • Customer Support
  • Invoicing 
  • Email Support
  • Chat Support
  • SMS Support
  • Inventory and Fulfillment
  • Data Entry
  • Scheduling
  • Quality Assurance
  • Handled 4 team members
  • Recruitment 
  • Reconciliation
  • Product Research 
  • Administrative Tasks
• She is proficient in using tools such as CRMs, Zendesk, Salesforce, ReAmaze, ShopifyTrello, Asana, Google Apps and Microsoft Office.
• She currently have a part-time job, working on a flexible schedule. She prefers morning or late afternoon shift and open to any full-time or part-time roles.

Predictive Index Profile - Altruist

Strongest Behaviors

• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.
• Teaches and shares; often working collaboratively with others to help in any capacity.
• Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

Behavioral Summary

Unassuming, unselfish and has a genuine interest in other people and a strong, intuitive understanding of them. Outgoing and friendly, they enjoy working with others and is lively, warm company.

A pleasant and extraverted person, KIMJEN is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. KIMJEN gets along easily with a wide variety of people.

Their drive is directed at working with and for others. They derive particular satisfaction from doing things for others, the company, management, the team, and for the company’s customers. Cooperative and willing, this individual can be a particularly effective teacher and communicator of the company’s policies, programs, and systems.

• Katlyn is a double degree of Bachelor of Science in Accountancy and Bachelor of Science in Accounting Technology 
• She has 4 years of total working experience and and transitioned to Digital Marketing last 2021 
• She has supported client from Denmark where she gained her experience in doing paid ads 
• Some of her notable tasks were
  • Setting up ad set in Google, Facebook, and Instagram 
  • Setting up proper target and demographics to align with the objective of the campaign
  • Preparing assets like videos and graphics before uploading the ads
  • Doing brainstorming regarding the strategy and plans for ads 
  • Suggesting budget for optimizations and for launch of ads 
  • Generating reports and monitoring ads performance  
• She has also experience with SEO, social management, and bookkeeping 
• She has handled maximum budget for the following 
  • Facebook 50 Danish Krone per day 
  • Google 100 Danish Kron per day 
• She has experience with tools like 
  • Google Ads 
  • Google Analytics 
  • Facebook Meta Business 
  • QuickBooks 
  • Canva 
  • CapCut 
  • SEMrush
  • AHrefs
• She can start as soon as possible 

Predictive Index Behavioral Profile- Altruist 
https://www.predictiveindex.com/reference-profile/altruist/

Strongest Behaviors 

• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.
• Teaches and shares; often working collaboratively with others to help in any capacity.
• Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.

Behavioral Summary 

• Unassuming, unselfish and has a genuine interest in other people and a strong, intuitive understanding of them. Outgoing and friendly, they enjoy working with others and is lively, warm company.
• A pleasant and extraverted person, Katlyn is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. Katlyn gets along easily with a wide variety of people.

• Eldrin has been working for almost 10 years in the BPO industry and has 3 years of work experience as a Virtual Assistant and Customer Support in the Real Estate industry where he catered to clients based in the US and performed the following tasks:
  • Outbound and Inbound calls
  • Email management
  • Lead generation
• He also supported billing, customer handling, and HR services.
• He is proficient with Mojo, Netphone, Hootsuite, Canva, Asana, and HubSpot.
• Eldrin can start immediately and is amenable to working the day shift for any part-time or fulltime position.

Predictive Index Behavioral Profile- Collaborator

Strongest Behaviors

• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
• Methodical, steady, and even-paced; loses productivity when interrupted.

• Persistence; consistent pursuit of goals in calm, methodical manner even when setbacks occur. Opinionated; slow to change.

Behavioral Summary

Eldrin is a warm, informal, outgoing, and congenial person who gets along comfortably with most people, meets new people easily and enjoys doing so, and works as well in group situations as well as one-on-one. A persistent, eager helper; has the kind of comfort with intangibles required to do work requiring an intuitive understanding of others’ viewpoints and feelings.

This individual is able to reach and stimulate others while being aware of and sympathetically interested in their needs. Unselfish and derives satisfaction from doing things for other people and being liked and appreciated by them for doing so.

• Janna has been working for almost 7 years as Customer Service Representative, Administrative Assistant, Executive Assistant, and Retention Specialist within BPO, telecommunication, and, Real Estate industries where she honed her skills in:
  • Customer Handling
  • Email Management
  • Administrative Assistant Support
  • Property Management
  • Social Media Management
  • Basic Bookkeeping
  • Lead Generation
• She is proficient with Zendesk, Avaya, Citrix, Slack, Google Suite, Zoom, Hubspot, WhatsApp, Camtasia, Canva, Discord, Airtable Zoho, Microsoft Excel and has basic knowledge with Gorgias.
• She can start as soon as possible for a full-time position at any time zone.

Predictive Index Behavioral Profile- Guardian

Strongest Behaviors

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

Behavioral Summary

A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Jan Alexis will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.

Given sufficient experience, they will produce work of high quality, giving close attention to the accuracy of details. Stable and dependable; consistent in their actions and, if necessary, has sufficient patience to do work of a repetitive nature. Believes in having, and following, well-defined processes and procedures.

• Siena has 8 years of relevant work experience. She has performed various roles in different  companies where she supported the following tasks:
  • Virtual Assistance
  • Lead Generation
  • Customer service
  • Data entry
  • Sales
• She has been working as a virtual/executive assistant for 2 years now and did: 
  • Email management
  • Calendar management 
  • Minutes of the Meeting
  • Inbound and Outbound Calls
  • Power Point Presentations
  • Research
  • Records keeping
  • Social media management
  • Database building
  • Travel arrangements
• She worked with, Canadian, and American client.
• Prior working as Virtual Assistant, she has also worked as Event coordinator where he managed the entirety of some events like weddings, and trade shows
• She is proficient in One Drive, air table, zapier, agile, Salesforce, and Microsoft
• She is available to start immediately. She is amenable to working the day shift for any part-time or full time position. tools.

Predictive Index Behavioral Profile - Strategist

Strongest Behaviors

• Task-focused; quickly notices and pushes to fix technical problems, assertively cutting through any personal/emotional issues. Has aptitude to spot trends in data or figure out how complex systems work.
• Independent, analytical, critical, and creative thinking and action; little need for external validation before action. Private.
• Authoritative and direct, driven to accomplish personal goals; pushes through roadblocks assertively. Communication is direct, to the point, and sometimes brusque.

Behavioral Summary
Siena Maris is an intense, results-oriented, self-starter whose drive and sense of urgency are tempered and disciplined by a concern for the accuracy and quality of the work. Their approach to activities and responsibilities will be well-thought-out, based on thorough analysis and detailed knowledge of all pertinent facts.

• She has 12 years of work experience as a Virtual Assistant in Real the Estate, Non-Profits, and Advertising/Marketing industries.
• She has a degree in Bachelor of Science in Secondary Education
• She is proficient in performing the following task:
  • Calendar Management
  • Email Marketing
  • Lead Generation
  • Appointment Setting
  • File Management
  • Managing Rental Properties
  • Invoicing 
  • Telemarketing
• She has basic knowledge of SEO and processing Accounts Receivable and Payable 
• She is adept at using the t and applications like:
  • Trulia
  • Zillow
  • Slack
  • Microsoft Office 365
  • Google App
  • Adobe Acrobat
  • DocuSign
• As an Executive Assistant she has experience in doing the following tasks:
  • Overseeing email correspondence
  • Arranging significant meetings, whether virtual or face-to-face
  • Handling various appointments, both work-related and personal
  • Managing social media activities and communication
  • Compiling and maintaining digital files
  • Collecting information
  • Crafting presentations
  • Handling reservations and bookings of various types
  • Maintaining and refreshing contact databases
  • Coordinating and overseeing all scheduling and calendars, among other tasks.
•  She can start as soon as possible. For any full-time or part-time position

Predictive Index Behavioral Profile - Specialist

Strongest Behaviors

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

Behavioral Summary
Ailyn is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

With experience and/or training, Ailyn will develop a high level of specialized expertise and efficiency. Disciplined and dedicated to the job and the company. Work pace is somewhat faster-than-average, and Ailyn is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.

• She has been in the BPO industry for 6 years and started working as a Virtual Assistant in 2020 catering to clients in the US within the medical services.
• and supported the following tasks:
  • Medical Insurance and claims verification
  • Invoices and claims
  • Inbound and Outbound call
  • Customer Handling
  • Email Management
  • other Admin tasks
• She is proficient with the EMR system, Microsoft Office (Excel, Word, and PowerPoint), and Google Apps.
• She can start as soon as possible for any full-time position preferably for a graveyard shift but can also consider the day shift.

Predictive Index Behavioral Profile-  Adapter


Strongest Behaviors

• Works at a faster-than-average pace, producing results in general accordance with schedules and “the book.”
• Detail-oriented; typically makes and follows a plan to keep track of things and usually follows up to ensure completion.
• Task-focused; often notices and is driven to fix technical problems, cutting through any personal/emotional issues. In areas of interest, has aptitude to spot trends in data or figure out how complex systems work.

Behavioral Summary 

This is a flexible individual who portrays a similar amount of each drive. At times, this person may express certain motivational needs, and at other times those needs may be different.

Edmy Maiden is likely equipped with a diverse behavioral range that provides adaptation from one situation to the next. They may desire to take the lead on a project but are also comfortable accommodating the desires of others and allowing others to assume control – provided the task gets executed correctly.

• Ramielle has been working for 4 years. She has performed various medical roles in different companies where she supported the following tasks:
  • Virtual Assistance
  • Insurance verification
  • Billing
  • Patient Intake Appointment
  • Scheduling
  • Verification Fee Calculation
  • Customer Service
• She has catered to a client in the US.
• She is proficient with MS Word, MS Excel, and Athena. 
• She is available to start immediately. She is amenable to working the day shift for any part-time or fulltime position.

Predictive Index Behavioral Profile - Guardian

Strongest Behaviors:

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

Behavioral Summary:
A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Ramielle Anne will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.
 

• April has been working for over 10 years and has experience working for both local and international companies.  With her years of experience, she was able to handle the following tasks:
  • Inventory Management
  • Orders & Purchasing Management
  • Data Entry
  • Sales
  • Lead Generation
  • Customer Service Support
  • Appointment Setting
  • Email Management
  • Bookkeeping and Accounting
• She enrolled herself in an Amazon VA Masterclass and has been working as a Virtual Assistant since 2021. She has supported both Australian and German clients. 
• She is proficient in using the following tools/software:
  • MS Excel
  • Ladesk
  • Zoho
  • Packlink Pro
  • Sendcloud
  • Boxhero
  • Orderhive 
  • Content Studio
• When she was working as an e-commerce Virtual Assistant, she was tasked to:
  • Customer service support- email and chat support
  • Order Fulfilment and Order Management- Amazon, Shopify, eBay, Etsy
  • Inventory Management and Purchasing
  • Social Media Management- scheduled posting
  • Administrative and Accounting tasks
• She is available to start immediately and is amenable to working the day shift for any full-time position.

Predictive Index Behavioral Profile-  Promoter
https://www.predictiveindex.com/reference-profile/promoter/

Strongest Behaviors

• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.
• Teaches and shares; often working collaboratively with others to help in any capacity.
• Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.

Behavioral Summary

April is an outgoing, talkative, very friendly individual, a lively and stimulating communicator. A good mixer who is poised, active and responsive in social situations.

The complete extravert; informal and uninhibited in their behavior; understands people well and is capable of using that understanding to gain the friendship and cooperation of others. It is important to this individual to be liked and accepted, and they express themself to individuals or groups with warmth and enthusiasm. Easily understands and accepts other viewpoints, ideas, and feelings, and can be effective at getting diverse groups to come together and collaborate.

• Juvilee has more than 10 years of relevant work experience in the field of Medical & Health care and education industry.  
• She graduated with a degree of Science in Nursing.
• She has supported local, US, and Australian clients
• She has performed various Virtual Assistant roles in different companies where she supported the following tasks:
  • Intake of new patients and referrals.
  • Appointment setting, scheduling, managing cancelations, and sending reminders to
    patients.
  • Calendar management
  • Organizing files in your database.
  • Follow-ups and checking on patients after appointments.
  • Prescription refills.
  • Email management 
  • Transferring physical forms into a digital format.
  • Customer service
• She also worked as an ESL Online Teacher, teaching Japanese students a basic English language and facilitating online test.
• She is a former contractor of Remote Staff. 
• She is proficient with tools like: 
  • HubSpot
  • Spoke
  • Ring Central
  • Electronic Health Record
  • Pharmacy System
  • MS Office
  • Google Suite
  • Adobe Photoshop
  • Canva.
• She is available to start immediately. She is amenable to working the day shift for any part-time or full-time position.

Predictive Index Behavioral Profile - Collaborator

Strongest Behaviors

• Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.
• Socially informal, extroverted, and outgoing; gets familiar quickly. Communicates in an uninhibited, lively, and adaptable manner, drawing others into the conversation.
• Interested in people, building relationships, and teamwork rather than technical matters. Affable, optimistic, and easily trusting.

Behavioral Summary

Juvilee is a warm, informal, outgoing, and congenial person who gets along comfortably with most people, meets new people easily and enjoys doing so, and works as well in group situations as well as one-on-one. A persistent, eager helper; has the kind of comfort with intangibles required to do work requiring an intuitive understanding of others’ viewpoints and feelings.

Informal and a little offhand in style; fairly casual about the exact standards or policies of the company’s book or the precise accuracy of the details of their own work, preferring to delegate details rather freely, with loose follow-up. Has the kind of patience required to focus steadily on a consistent process over long periods of time and work which should primarily involve contact and communication with people rather than precise handling of details. While this individual is low-key in developing contacts with people, they’re cheerfully persistent in doing so.

• Avi has been working for 15 years offshore and onshore as an Executive Assistant.  She supports the senior leadership team and provides services to  6 executives in a consultancy firm. Avi’s main responsibilities include managing calendars, making travel arrangements, preparing expense reports, and project management. She also handled US, UK, and Australian clients. Avi has been in this role for a long time and possesses qualities like being well-organized, great time management skills, and being able to act without guidance.

 

• Her expertise is in the following:

  • Calendar Management

  • Email Management

  • Call Handling

  • Project Management

  • Setting up meetings

  • Inquiry Handling

  • Internal and External Communication between staff and management

  • Travel and Events Arrangement

  • Time Sheet Management

  • Administrative Support

  • Gatekeeping

  • Documentation

 

• Adept in using the tools/applications like:

  • Microsoft Office (Word, Excel, and PowerPoint)

  • Microsoft Outlook

  • Office 365

  • MS Teams

  • SAP

  • Concur Expense

  • Canva Pro

  • Adobe Photoshop

 

• She can start immediately and she is amenable to working any shift for a part-time or full-time position.

 

Predictive Index Behavioral Profile - Strategist
https://www.predictiveindex.com/reference-profile/strategist/
 
Strongest Behaviors

• Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world.
• Independent in putting forth their own ideas, which are often innovative and, if implemented, cause change. Resourcefully works through or around anything blocking completion of what they want to accomplish.
• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules, and results.
• Driven to achieve operational efficiencies: thinks about what needs to be done and how it can be done as fast as possible while maintaining a high-quality outcome.
• Task-focused; often notices and is driven to fix technical problems, cutting through any personal/emotional issues. In areas of interest, has the aptitude to spot trends in data or figure out how complex systems work.

Behavioral Summary

Avi is an intense, results-oriented, self-starter whose drive and sense of urgency are tempered and disciplined by a concern for the accuracy and quality of the work. Their approach to activities and responsibilities will be well-thought-out, based on thorough analysis and detailed knowledge of all pertinent facts.
Strongly technically oriented, has confidence in own professional knowledge and ability to get things done quickly and correctly. With experience, will develop a high level of expertise and will be very aware of mistakes committed by self. Avi takes work and responsibilities very seriously and expects others to do the same.
 

• Gen has been working remotely since 2015 as an Executive Virtual Assistant within real estate companies in the US 
  • Marketing Analysis
  • WordPress Management 
  • Payment Processing
  • Taking Minutes of the Meeting 
  • Phone and Chat Support 
  • Calendar and Email Management
  • Appointment Setting
  • Lead Generation
  • Skip Tracing
  • Reporting
  • Data Management
  • Property Management
  • Social Media Marketing
  • SEO
• She has good communication skills.
• She is proficient with
  • Microsoft Office
  • WordPress
  • AppFolio
  • Dotloo
  • Mojo
  • Monday.com
  • Canva.
• She can start immediately for a part-time position and need two weeks' notice for a full-time position.

Predictive Index Behavioral Profile-  Specialist
https://www.predictiveindex.com/reference-profile/specialist/

Strongest Behaviors

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

Behavioral Summary

Reslyn is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in Reslyn, who takes responsibilities very seriously.

Therese Angelica “Anj” is a dedicated legal professional with over six years of comprehensive experience in the legal field, encompassing litigation, corporate legal support, real estate law, contract management, and client stakeholder liaison. Her background includes work with both Philippine law firms and global business process outsourcing companies, supporting a diverse range of jurisdictions including Australia, North America, EMEA, and APAC.

Anj previously worked with Remote Staff in 2022, where she supported an Australian legal firm remotely, gaining hands-on experience with Australian legal documentation and filing systems. 

Work Experience Summary:

Senior Paralegal – Local Law Firm (Philippines)

• Drafted legal pleadings, contracts, demand letters, and company resolutions
• Handled litigation and corporate accounts including labor disputes, family, real estate, and criminal law
• Represented corporate retainer clients in labor-related proceedings
• Managed 30–40 active cases simultaneously

Paralegal (Remote) – Australian Law Firm (via Remote Staff)

• Drafted demand letters and legal pleadings
• Utilized eLodgment, Australia’s digital court filing system
• Gained insight into Australian legal workflow and court practices

Contract Management Specialist – Global Tech Operations Center

• Oversaw end-to-end contract lifecycle management for multinational clients
• Handled global contracts across North America, LATAM, EMEA, and APAC
• Liaised with internal legal teams, vendors, and corporate stakeholders
• Tools used: Salesforce, DocuSign, Lying Hub, Google Workspace, MS Office

Key Strengths:

• Solid background in both litigation and corporate law support
• Familiarity with Australian legal practices, tools, and remote workflows
• Strong stakeholder communication skills across global regions
• Highly organized and capable of managing high volumes of cases
• Comfortable working under pressure and independently

She can start immediately and is amenable to full-time work arrangements.

Predictive Index Behavioral Profile - Artisan

Strongest Behavior

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specic terms, about what needs to be done and how to do it accurately and awlessly; follows, in a literal way, that execution plan.

Behavioral Summary

Therese Angelica is thoughtful, disciplined, and particularly attentive to, careful of, and accurate with the details involved in the job. Identies problems, and enjoys solving them, particularly within their area of expertise. Works at a steady, even pace, leveraging their background for the betterment of the team, company, or customer.

With experience and/or training, they will develop a high level of specialized expertise. Serious and dedicated to the job and the company. Their work pace is steady and even-keeled, and they’re motivated by a real concern for getting work done thoroughly and correctly. Discipline and circumspect thinking will lend caution to their decision-making; Therese Angelica plans ahead, double checks, and follows up carefully on decisions and actions.

• Anj has been working for over 3 years within the Law/Real Estate industries.
• She has skills/expertise in doing the following:
  • Administrative Assistance
  • Legal Research
  • Drafting Legal documents (e.g. demand letters, affidavits & pleadings)
  • Case Management
  • Contract Reviews
• Adept in using the following tools/technologies:
  • MS Office Applications
  • MS Teams
  • Google Sheet & Docs
  • Canva (for basic creatives)
• She is available to start immediately for part-time

Mylyn worked in the BPO for around 13 years until deciding to venture the remote work in 2021. 

At present, she works as a part-time appointment setter for an insurance company in Canada.

She is proficient in supporting the following:

• Customer support
• Technical support
• Email management
• Social media management

She's been exposed to the following software/applications:

• Kana
• Kustomer
• Amazon Connect
• Oracle
• Zoho
• Arive

She can start immediately. 
She prefers working the day shift for any part-time position.

• Myla has been working for over 4 years. She started working in the BPO industry handling customer complaints, inquiries, billings, and technical. She also worked with Australian Logistic accounts managing emails, and phone calls doing some upselling. She also had experience for around 2 years in a Real Estate Industry while 2 years for Virtual Assistance role doing the following tasks:
  • Lead generation & Appointment Setting (qualifying leads and converting them to active clients)
  • Social media management 
  • Content creation/Social Media Posts
• She is proficient in utilizing tools such as:
  • CRM
  • Microsoft Office
  • Google Workspace
• She is available to start immediately

Behavioral Profile - The Guardian

Strongest Behaviors

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

Behavioral Summary

Myla is a very conscientious and disciplined person; particularly careful, thorough, and accurate in her work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships, and measurements for the work. 

• David has been working for more than 6 years. He took up a Bachelor of Science in Information Technology and started his career as an IT Support. Eventually, he ventured to remote work where he specialized in digital marketing. He worked with a number of offshore clients engaging in various industries where he proficiently performed the following:
  • Digital Marketing 
  • Running paid campaigns in Facebook, and Google 
  • Lead generation
  • Customer Service
  • Digital advertising and marketing
  • Traffic monitoring and analysis
  • Social media marketing and management
  • API development
  • Software and IT support
  • Competitor analysis
  • Email marketing
• He has a year of on-page SEO experience.
• He had already managed and set up campaigns for lead generation, brand awareness, and sales conversion 
• He had handled multiple accounts and has managed budget around 
  • 2000 USD for Google Ads 
  • 450 USD for Facebook Ads 
• He used applications and tools like
  • Google Workspace
  • Google Tag Manager
  • Google Data Studio
  • Meta Ads
  • Microsoft Standard and 365
  • Microsoft Teams
  • Slack
  • WordPress
  • Salesforce
  • Klaviyo
  • MailChimp
  • Amazon
  • Shopify
  • GoHighLevel
  • Hubspot
  • Social media platforms such as FB, LinkedIn, and Pinterest.
  • SemRush 
  • Ahrefs 
  • Spyfoo
  • Canva
  • Capcut
  • Vismio 
• Fond of upscaling, he attended online courses and training where he received numerous certificates. Below is the list of certificates he possesses:
  • Google
    • Google Analytics Individual Certification
    • Google Ads - Measurement Certification
    • Google Ads - Search Certification
    • Google Ads - Display Certification
    • Google Ads - Video Certification
    • Google Ads - Shopping Certification
    • Google Ads - Aps Certification
    • Google My Business
  • HubSpot
    • HubSpot Academy SEO Certified
    • Social Media Certified
    • Content Marketing Certified
    • Digital Advertising Certified
    • Friction Sales Certified
    • Sales Enablement Certified
    • Email Marketing Certified
    • Inbound Marketing Certified
    • Inbound Sales Certified
  • TikTok
    • Ads Manager 101
• He can start immediately and is willing to work on any shift, either part-time or part-time.

Predictive Index Behavioral Profile - Scholar

Strongest Behaviors

• Strongly formal and reflective; a cool, sometimes withdrawn person who’s often deep in thought. Very skeptical of new people, requires substantial “proof” to build trust in someone.
• Extreme precision, sometimes perfectionistic; strong follow-through to ensure tasks are completed exactly in accordance with quality standards.
• Nearly exclusive focus on technical, rather than social issues. Very disciplined, specific thinking about what needs to be done, how to do it perfectly, and how to avoid pitfalls. Makes and checks an execution plan that is followed literally.

• Sarah has over 4 years of experience as an Admin Assistant, Legal Assistant, Appointment Setter, and Executive Assistant
• She's skilled also with
  • Customer Handling
  • Executive Support
  • Admin tasks such as creating reports, scheduling meetings, and so on.
  • Calendar Management
  • Email Management 
  • Appointment Setting
  • Social Media Marketing
• She catered to clients where some are based in Canada, US, Utah
• Adept with using tools like:
  • Outlook 365
  •  Asana
  • CRM: Podio, Pipedrive
  • MS Teams
  • Slack
  • MS Office (Word, Excel)
• Available to start ASAP.