Hiring a Virtual Administrator from the Philippines

Yolanda is a proactive and people-focused Lead Generation and Strategic Outreach Assistant with relevant experience in client engagement, database management, and email/DM outreach. She has supported industries such as real estate and offshoring services, and is now excited to contribute to the wellness and personal development space. Her thoughtful approach to lead qualification and follow-ups, combined with her adaptability and strong communication style, make her a promising fit for outreach roles requiring both empathy and strategy.

• Conducted lead generation and strategic outreach for real estate investors, wholesale buyers, and offshoring clients—creating personalized emails and DMs to secure collaborations and virtual assistant partnerships.

• Successfully managed lead lists using tagging and prioritization strategies, ensuring timely follow-ups and organized outreach pipelines.

• Delivered customer-centric communication by adjusting message tone and structure based on the recipient’s needs and industry, using tools such as AI-assisted drafting to maintain professionalism and warmth.

• Engaged with Australian and U.S.-based clients in previous roles, showcasing cultural familiarity and strong written and verbal communication.

• Demonstrated interest in wellness and human-centric businesses, expressing both a personal and professional alignment with the client’s values and audience.

Skill Proficiency: Lead research, outreach messaging, follow-up cadence, lead list management, client communication, meeting brief preparation, inbox coordination, and calendar scheduling.

Tech / Software Proficiency: Calendly (basic use), Gmail, Google Workspace, Facebook outreach, LinkedIn (basic familiarity, open to training), AI writing tools (e.g., ChatGPT), and basic CRM functions.

She is available to start immediately. 

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.

• Throughout her career, Diane has worked as a Customer Service Representative in various organizations within the business process outsourcing (BPO) industry, specializing in customer relations, dispute resolution, and payment reconciliation.
• Her most recent role at a healthcare services BPO involved assisting hospitals with missing credits, reconciling duplicate payments, and processing credit memos.
• Prior to this, she developed expertise in handling escalated complaints, resolving billing issues, and ensuring customer satisfaction in other BPO environments.
• Her proactive approach to problem-solving, strong communication skills, and ability to handle complex customer concerns highlight her adaptability and efficiency in a fast-paced industry. 
• She is avaiable to start immediately.

• 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.
• 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.
• 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.

Diane is a self-disciplined, conscientious person who will develop a high degree of expertise and skill in a specialized job. Has the drive to get things done right and in accordance with established standards of accuracy and quality.

A conservative and analytical person who respects traditional organizational values. Reserved, serious, and thoughtful about everything to be done, is a no-nonsense worker who worries about getting things exactly right. Never superficial, will make sure that they know what they’re talking about before speaking. Needs a lot of certainty and structure in their work so that it meets very high, specific quality standards.

• Her early career focused on providing technical support for consumer electronics such as cameras, camcorders, and CRT televisions, where she handled device troubleshooting, warranty verification, and customer education.
• For the past 10 years, she worked within a financial institution where her customer service and support experience was further refined, although in a less technical scope.
• Additionally, she held part-time roles in virtual assistance and lead generation, showing flexibility and the ability to adapt to varied support functions.
• She emphasized the importance of empathy, de-escalation, and simplifying technical explanations to ensure clarity for non-technical users.
• Her responses highlighted practical troubleshooting strategies, active listening, and customer reassurance—skills highly relevant to the technical support representative role.
• She is able to start immediately.

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

Cherie 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 they are responsible. Approach to any work done will be based on thorough analysis and detailed knowledge of all pertinent facts.

Much more technically than socially-oriented; has confidence in technical/professional knowledge and ability to get things done correctly. With experience, will develop a high level of expertise in their own work and will be critical of mistakes made by themself or others. Takes the work and responsibilities very seriously and expects others to do the same.

Reina presents herself as a well-rounded professional with a strong foundation in customer service and extensive experience in human resources. While she spent the last 10 years in HR and talent acquisition, she also brings nearly four years of direct experience in customer service—handling both inbound and outbound calls, as well as email support. Her background in communication-heavy roles enables her to transition effectively into a customer-facing VA position.

Relevant Experience:

• She previously worked in the BPO industry, notably handling a financial account (PayPal) where she supported customer concerns and engaged in upselling activities.
• She demonstrated familiarity with high-volume customer interaction, managing up to 60–80 calls per day.
• She also cited experience dealing with UK-based clients, showcasing her ability to handle international accounts and more complex client-facing interactions.
• Despite her long-term HR background, Reina displayed a strong interest in returning to a customer service role, noting her enjoyment in engaging with people and delivering resolutions.
• She is familiar with email management, multitasking across platforms, and has previously dealt with service recovery situations, providing examples of de-escalating concerns and converting cancellations into retained users.
• Her proactive approach—such as suggesting outbound calls and promotional offers for non-responsive leads—aligns well with the nature of the client’s needs in managing bookings and customer queries in a timely manner.
• She is able to start immediately.

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

Reina 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 Reina Leonor, who takes responsibilities very seriously.

Ann has seven years of professional experience across industries such as food and beverage, construction and building, beauty and health, financial services, and real estate. With four years dedicated to the construction and building sector, Ann has demonstrated expertise as an Executive Assistant, handling responsibilities such as basic payroll, invoicing, and administrative support. She is well-versed in tools like QuickBooks, Asana, and Canva, and has supported international clients, particularly in Canada.

1. Industry-Specific Experience:
2. Construction and Building (4 years): Extensive experience supporting commercial building projects, including handling basic payroll, invoicing, and client communication.
3. Building Documentation: Experience as a Liaison Officer for permit applications and other construction-related documents.

4. International Client Support:
5. Worked directly with Canadian clients, facilitating communication and addressing project requirements.
6. Proficient in managing building documentation and stakeholder communication.

7. Administrative Expertise:
8. Proficient in managing QuickBooks for payroll and invoicing.
9. Skilled in organizing schedules, managing emails, and preparing necessary documents for clients and projects.

10. Versatility:
11. Has worked in diverse industries, adapting quickly to varying business needs.
12. Additional skills in social media management, graphic design, and email marketing provide added value.

• 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.
• 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.

Behavioral Summary

Judy Ann 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 Judy Ann, who takes responsibilities very seriously.

Ann has seven years of professional experience across industries such as food and beverage, construction and building, beauty and health, financial services, and real estate. With four years dedicated to the construction and building sector, Ann has demonstrated expertise as an Executive Assistant, handling responsibilities such as basic payroll, invoicing, and administrative support. She is well-versed in tools like QuickBooks, Asana, and Canva, and has supported international clients, particularly in Canada.

1. Industry-Specific Experience:
2. Construction and Building (4 years): Extensive experience supporting commercial building projects, including handling basic payroll, invoicing, and client communication.
3. Building Documentation: Experience as a Liaison Officer for permit applications and other construction-related documents.

4. International Client Support:
5. Worked directly with Canadian clients, facilitating communication and addressing project requirements.
6. Proficient in managing building documentation and stakeholder communication.

7. Administrative Expertise:
8. Proficient in managing QuickBooks for payroll and invoicing.
9. Skilled in organizing schedules, managing emails, and preparing necessary documents for clients and projects.

10. Versatility:
11. Has worked in diverse industries, adapting quickly to varying business needs.
12. Additional skills in social media management, graphic design, and email marketing provide added value.

• 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.
• 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.

Behavioral Summary

Judy Ann 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 Judy Ann, who takes responsibilities very seriously.

Reylina brings over 12 years of professional experience in administrative support and inventory management, primarily within the trading industry. Throughout her tenure, she has advanced through progressively responsible roles—from Inventory Auditor to Consignment Admin/Supervisor, and eventually serving as Consignment/Operations Manager. In these roles, she gained extensive hands-on experience managing inventory audits, validating large volumes of data, resolving discrepancies, and preparing detailed reports for internal review.

Her most recent responsibilities included overseeing administrative workflows and ensuring the accuracy of data across multiple branches. She worked extensively with enterprise systems such as SAP and QuickBooks, where she managed the end-to-end process of downloading data from internal CRMs, validating it, and uploading it into SAP with precision and attention to detail. Beyond her technical duties, Reylina also supported customer service operations by responding promptly to client emails and phone inquiries, managing invoicing, and coordinating with internal teams to ensure timely resolution of requests.

Reylina’s educational foundation is equally commendable—she holds an Associate Degree in Health Science Education and was a consistent academic achiever, earning awards such as Dean’s Lister and a scholarship recipient. Her well-rounded experience and commitment to professional growth make her a strong fit for roles requiring accuracy, reliability, and administrative efficiency.

1. Career Highlights / Relevant Projects

• Oversaw day-to-day operations and directed the activities of inventory auditors across multiple consignment branches.Played a key role in improving audit accuracy and efficiency by developing and implementing departmental policies and standards.
• Experienced in high-volume data transactions—processing 100 to 150 uploads weekly—indicating a high level of task management and accuracy under pressure.
• Demonstrated strong time management skills, juggling multiple responsibilities simultaneously including QuickBooks entries, customer service, and data uploads.

2. Skill Proficiency + Tech / Software Proficiency

• Skill Proficiency: Proficient in data entry and management, audit reporting, and CRM navigation. Excellent written and verbal communication skills; responsive and professional in handling customer inquiries and internal correspondence.
• Tech / Software Proficiency: Strong command of Microsoft Office tools (20+ years experience), Google Workspace (Docs, Sheets), and familiarity with project management platforms such as Trello and Monday.com. Experienced with industry tools including SAP and QuickBooks; while not yet using NetSuite professionally, she has proactively studied it to expand her toolset.

She can start Immediately

Predictive Index Behavioral Profile: Scholar

Strongest behavior:

• 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.

Behavioral Summary:

• Reylina is a serious, introspective person and an analytical and disciplined thinker. Careful, thorough and very focused on their responsibilities.
• This individual is reserved and will generally express themself in a factual, direct, and succinct manner. A conscientious person, their 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, they’ll produce carefully thought-out work of high quality and precision. Whether doing work themself, or delegating to others, follow up is close to ensure

Reylina is an experienced operations and customer support professional whose career trajectory reflects her commitment to operational excellence, client relations, and team leadership within the construction materials and retail industries. 

• Over 12 years of relevant work experience primarily in construction materials and retail industries.
• Key areas of expertise includes
• Operations management and branch support
• Inventory and logistics coordination
• Customer service handling and telemarketing
• Team supervision and auditing management

Cian is a seasoned recruitment professional with nearly 12 years of progressive experience, 10 of which have been in leadership capacities. His background is a unique blend of hands-on talent acquisition, client success, and recruitment strategy across diverse global industries.

• Extensive background in recruitment strategy, sourcing, and end-to-end talent acquisition for mid- to executive-level roles
• Hands-on experience recruiting for industries such as technology, healthcare, manufacturing (including tech, automation, and agricultural sectors), education, architecture, construction, logistics, and pharmaceuticals
• Worked with clients from the Asia-Pacific region (Southeast & East Asia), Europe, the Middle East, and North America
• Successfully closed roles across the entire spectrum—from individual contributors to enterprise-level decision-makers
• Implemented strategies to expand candidate pipelines by persuading clients to consider talent from adjacent industries, particularly in the logistics and manufacturing domains
• Cian is available to start immediately

Skill Proficiency + Tech / Software Proficiency:

• ATS & CRM Tools: iCIMS, SuccessFactors, Zoho Recruit, Salesforce, Bullhorn, Monday.com, CTC, CareerOne, NavSys
• Sourcing Platforms: LinkedIn Recruiter, JobStreet, Indeed, Founded, Seed, BetterTeams, Facebook, GitHub (for tech roles)
• Office & Collaboration Tools: Google Workspace, Microsoft Office

Strongest Behaviors:

• Task-focused and highly analytical, with a drive to identify and resolve technical or system inefficiencies
• Operates independently with a strong sense of personal accountability and goal orientation
• Highly precise, detail-oriented, and disciplined, with a preference for deep follow-through and quality standards

Behavioral Summary:
Cian demonstrates a disciplined, results-oriented personality grounded in objectivity and technical acumen. He brings a data-driven, precise approach to his work and excels when allowed the freedom to develop creative solutions based on his expertise. Socially reserved but assertive, Cian is direct in communication and prefers environments where he can focus on execution over small talk. He sets high personal standards, is proactive in overcoming challenges, and avoids risk when lacking sufficient data, always striving for the most accurate solutions.

Eunice is a Virtual Assistant and Accounts Administrator with 5 years of freelance experience supporting Australian, US, and Canadian businesses in accounting, bookkeeping, payroll support, and operational administration. Skilled in managing accounts payable and receivable, bank reconciliations, invoicing, payroll assistance, financial reporting, and executive support. Experienced in working directly with CEOs and business owners in remote environments while handling confidential financial and administrative tasks with accuracy and professionalism.

Brings an additional 10 years of customer service experience from international-facing industries, demonstrating strong communication skills, client relationship management, and the ability to thrive in fast-paced environments.

• Accounts Payable & Accounts Receivable
• Bank Reconciliation
• Payroll Support & Processing
• Financial Reporting
• Invoice Preparation & Management
• Data Entry & Financial Records Management
• ITR Support
• XPM Financial Administration
• Vendor Payment Processing
• Receivables Follow-up

• Executive Assistance
• Email Management
• Calendar & Task Coordination
• Operational Administration
• Document Processing
• Client Communication
• Follow-up Calls & Coordination
• Remote Team Collaboration

• Loan Application Processing
• Client Document Collection
• Mortgage Documentation Review
• Bank Requirement Coordination
• Client Qualification Assistance

• International Customer Support
• Client Relationship Management
• Professional Written & Verbal Communication
• Problem Solving
• Multi-client Management

• Facebook Management
• Instagram Management
• LinkedIn Management
• Basic Video Editing
• Visual Content Creation

• Xero
• QuickBooks
• Microsoft Excel
• Microsoft Outlook
• Upwork
• General Accounting & CRM Platforms

2020 – Present

Worked with international clients, particularly Australian businesses, providing accounting, bookkeeping, payroll support, administrative assistance, and operational support.

• Managed accounts payable and receivable records
• Assisted with payroll processing using Xero and QuickBooks
• Performed bank reconciliations and financial reporting
• Supported preparation of financial documents and ITR-related tasks
• Handled invoice processing and vendor payments
• Worked directly with the CEO on administrative and accounting functions

• Processed mortgage and loan applications
• Coordinated client documentation and compliance requirements
• Communicated with clients regarding loan requirements and updates
• Assisted with email management and operational support
• Managed social media accounts including Facebook, Instagram, and LinkedIn
• Created visuals and performed basic video editing for marketing support

Casino Industry | Prior to Freelancing

• Built strong customer service and communication skills through direct interaction with international customers
• Developed professionalism, attention to detail, and the ability to work effectively under pressure
• Gained experience in customer engagement and relationship management in a fast-paced environment

• Eunice Franchette Biascan demonstrates a solid foundation in accounting, payroll, and administrative support, with relevant work experience across multiple roles, including Real Estate VA, Payroll Assistant, Legal Assistant, and Internal Audit Officer.
• Her educational background in Accounting Technology provides her with a strong base in accounting principles and business law, though she is relatively new in terms of formal academic qualifications.
• Effectively managed data entry, billing, and collections in real estate support, showcasing her ability to handle diverse financial tasks and client interactions.
• Streamlined payroll processes by implementing efficient data collection and collaboration practices, demonstrating her capacity for process improvement.
• Provided high-level legal support and contributed to compliance audits and reporting, indicating her versatility and attention to detail in legal and compliance environments.
• Proficient in accounting and payroll management, customer service, and executive assistance, Eunice is skilled in tools such as Xero, QuickBooks, Excel, and Google Workspace.
• Her experience with communication and project management tools like Slack and Asana, along with her ability to adapt to various office tools, highlights her strong technical adaptability and support capabilities.

• 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.

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, Eunice Franchette 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. Eunice Franchette gets along easily with a wide variety of people.

• Candidate has a total of 3 years experience as a Virtual Assistant handling social media, accounting and administration.
• Her primary skills:  Canva (10/10), Excel (8/10), social media management
• Additional Skills: Basic WordPress, familiarity with Wix and Strikingly, basic invoicing and billing
• Development Goals: Plans to enhance skills with upcoming courses in bookkeeping and SEO

• John is a highly skilled professional with over three years of experience as a Lead Generation Specialist and General Virtual Assistant in the BPO and publishing industries.
• His expertise lies in driving lead generation campaigns and managing client relationships, consistently surpassing performance metrics.
• With a proven ability to work independently in remote settings, he has helped streamline processes, improve team productivity, and deliver exceptional customer service.
• Work Experience & Educational Background:
  • John's career spans multiple roles across industries, including account management, sales, and team leadership.
  • Highlights of his experience include:
  • Over three years as a Lead Generation Specialist, excelling in the use of industry-standard CRM tools such as LinkedIn Sales Navigator, HubSpot, and Salesforce.
  • A background in publishing consultancy and sales, assisting authors in marketing and distribution strategies.
  • Leadership experience, having managed and supervised teams to meet performance targets and maintain quality standards.
• John holds a Bachelor of Science in Computer Engineering from Mindanao Polytechnic State College, where he also completed a foundational program in Computer Electronics.
• Career Highlights & Relevant Projects:
  • John successfully managed lead generation campaigns that resulted in increased client acquisition and revenue growth.
  • At a BPO company, he coordinated with internal teams to align client expectations with service delivery, achieving high customer satisfaction scores.
  • His ability to qualify leads and measure campaign success contributed to revenue increases at his previous roles.
• Skill Proficiency & Technical Expertise:
  • John is proficient in tools such as Salesforce, HubSpot, ZoomInfo, and PipeDrive.
  • His technical skill set includes data entry, invoicing, and process optimization, while his soft skills encompass communication, leadership, and problem-solving.
  • These skills enable him to work efficiently in virtual environments, effectively managing client relations and delivering high-quality results.

• Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
• 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.

• End-to-End Conveyancing Experience

  • Two years of direct experience managing residential and commercial property transactions

  • Strong knowledge of Queensland conveyancing processes; some exposure to Victoria and New South Wales contracts

  • Experienced in file openings, contract handling, and full transaction lifecycle support

• PEXA Proficiency

  • Skilled in creating and managing PEXA workspaces, including inviting participants, lodging documents, and preparing for settlement

  • Familiar with uploading settlement figures and completing transactions electronically

  • Able to work independently in PEXA with minimal oversight for most tasks

• Off-the-Plan (OTP) Transaction Exposure

  • Hands-on experience supporting OTP transactions from pre-registration to settlement

  • Understands the importance of compliance with strict timelines and coordination with all parties involved

  • Can handle the nuances and longer contract formats associated with OTP matters

• Legal Systems Knowledge

  • Proficient in Actionstep and LEAP for legal matter management and documentation

  • Adaptable to different CRMs and conveyancing software based on prior roles in legal support settings

• Administrative and Client Support Skills

  • Manages solicitor inboxes, schedules, and communications with banks, agents, and clients

  • Demonstrates strong organizational skills and attention to detail

  • Effective communicator with a proactive, client-centered approach

• Additional Professional Experience

  • Former Learning Operations Analyst with experience in training facilitation and documentation within a corporate insurance environment

  • Background in customer service roles, contributing to excellent interpersonal and resolution skills

Kamille is a dedicated and detail-oriented Conveyancing Paralegal with two years of comprehensive experience managing residential and commercial property transactions. She excels in ensuring compliance with state-specific regulations, processing settlements, and maintaining seamless case management. Her commitment to delivering high-quality support in fast-paced legal environments sets her apart. With a Bachelor’s degree in Accountancy, Kamille combines her analytical and organizational skills to complement her legal expertise effectively.

• Years of Experience: 2 years as a Conveyancing Paralegal, with additional roles in training operations and customer service, giving her a well-rounded skill set.
• Relevant Work Areas:
  • Managed property settlements in Queensland and Victoria, ensuring legal compliance and precision.
  • Processed property settlements using PEXA, handling tasks such as document lodging, fund verification, and coordinating with all parties to ensure timely settlements.
  • Created and updated legal matters in Actionstep, contributing to thorough and organized case management.
• Industries Served: Conveyancing, Insurance, and Shared Services sectors.
• Certifications and Trainings:
  • Proficient in PEXA for electronic property settlements, handling end-to-end processes.
  • Experienced in developing and implementing training materials in a shared services setting, enhancing team capabilities.

• In her role as a Settlement Agent, Kamille has managed numerous property transactions using PEXA for both residential and commercial properties, particularly in Queensland and Victoria. Her responsibilities include workspace setup, document lodgment, fund verification, and coordination with financial institutions and conveyancers. This experience highlights her adaptability and attention to detail in navigating complex transactions.
• Kamille’s training role at AIG, where she designed process-related training materials, demonstrates her ability to transfer knowledge effectively and support team growth. These achievements reflect her strategic thinking and her capability to handle both legal and operational challenges.

• Key Skills:
  • File Management
  • Attention to Detail
  • Communication and Organization
  • Planning and Strategy
• Tech and Software Proficiency:
  • Proficient in PEXA for electronic conveyancing, handling tasks such as inviting participants, managing lodgment, and ensuring compliance with financial adjustments.
  • Experienced in Actionstep for legal case management, creating and maintaining detailed records.

1. PEXA Transactions: Kamille has processed a variety of property settlements, ensuring compliance with state-specific regulations. Her role includes preparing workspaces, verifying funds, and coordinating with all stakeholders to facilitate smooth settlements.
2. Workspace Management: She regularly creates PEXA workspaces, invites participants, and closely monitors lodgment and settlement schedules to avoid delays. Her proactive approach ensures timely and accurate transactions.
3. Issue Resolution: Kamille has experience addressing common issues such as document requisitions and settlement delays by working with relevant parties to resolve them efficiently, ensuring transactions proceed without further complications.
4. Financial Accuracy: She handles financial adjustments and fund disbursement in the PEXA workspace, verifying all figures for accuracy and compliance with regulatory standards.
5. End-to-End Conveyancing: Kamille manages conveyancing processes from initiation to completion, overseeing electronic lodgments, document preparation, and ensuring all deadlines are met.

Adapter - The Predictive Index
 

• Miguel Paolo is a seasoned customer service specialist with nearly eight years of experience, complemented by a solid foundation in sales support.
• His approach combines proactive client engagement, high attention to detail, and a strong commitment to customer satisfaction.
• Having worked across various industries—including telecommunications, e-commerce, and specialized service sectors—Miguel is adept at managing complex client interactions and assisting in sales-related functions, making him a valuable asset for customer-facing roles with a sales focus.
• He played a dual role in customer support and sales generation by assisting clients with billing issues and promoting relevant service offerings.
• He assisted buyers and sellers with transaction support, fee disputes, and billing issues, promoting additional services and features on eBay.
• He also worked as an Estimator, supported the company’s service offerings by preparing quotations for renovation projects and advising clients on tailored accessibility modifications.
• His guidance on account management helped retain high-value sellers, positively impacting the company’s revenue.
• Experienced in using CRM systems like Gorgias and Trade CRM (Aroflo), which enabled him to track customer interactions, manage follow-ups, and support sales initiatives.
• Proficient in Shopify and familiar with e-commerce tools to streamline client support in product purchasing and returns.

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