What Are Some Tasks That You Should NOT Hire A Virtual Assistant For?

• Searching projects on estimateone, bidcontender, and Cordell.
• Emailing builders and architects to express interest to quote with the projects.
• Communicating with builders and architects thru email and calls (Microsoft teams).
• Creating job tenders.
• Creating quotations.
•  Marks out skylight, roof access hatch, glass roof on floor plans.
• Pricing Custom products using their own calculators for skylights, domes, glass, metals, and given discount (if available).
• Reporting Building Sustainability Index to the estimating team.
• Summarizing quantity, quality, and type of skylights, roof, and glasses needed. Also, Building Sustainability Index (BASIX), to the estimating team.
• Emailing customers their quotations, purchase orders, and invoices.
• Acknowledging orders thru email.
• Monitoring updates on the tender (from Estimate One, bidcontender, and Cordell) and report to the estimators, consultants, and managers.
• Creating profile and updating information of prospects and clients on the CRM (Magento and NetSuite).
• Processing web applications (verify, updating CRM, emailing customers).
• Created and updating prospect list (Builders, Roofers, Carpenters, Skylight installers and sellers, hardware, and building material stores).
• Answering enquiries thru email.
• Filling in drawing forms with measurements and then send to customer to confirm/update.
• Creating NetSuite manuals/guide.
• Creating daily sales stats (including phone calls, incoming emails, and appointments).
• Creating monthly reports for sales.

• Creating profile and updating accurate information of prospects and clients on the CRM (Microsoft Dynamics 365, Morningstar Office, and Campaign Monitor) and certain bank websites.
• Generating quarterly reports, snapshots, and creating portfolios in Morningstar Office.
• Run cash reports and statements from certain bank websites; rename and save them on Dropbox.
• Creating client application forms thru Nitro Pro 12 and Formaliti.
• Saving sent scanned files, sorting, and renaming documents in Dropbox.
• Creating cash reports thru excel.
• Creating Last Will and Testament, Power of Attorney, and Advance Health Care Directives.
• Update the Manager daily tracker.
• Populating information of clients on the company, investment, and insurance forms.
• Secure client requirements for investment and bank applications.
• Mark and check Manager's calendar for daily appointment.
• Use of database search such as: OFAC analyzer and Dow Jones.
• Edit/update manager’s paperwork.
• Maintain various files, logs and tracking systems.
• Creating internal/external correspondence using Microsoft Office products (Excel, PowerPoint, Word, etc.) and Nitro Pro 12, as well as correspondence and/or log activities in client management system.
• Adding new clients on manager’s LinkedIn profile.
• Utilization of outlook skype for business, Gmail, and skype. Also, Lawdepot, zoom, and NOLO.
• Compile client data and research.

• Process the paperwork of each patient that needs to complete prior to being examined or admitted.
• Greet patients and answers inquiry about their medical ailments and confirm prescheduled procedures.
• Collect basic patient information; verify the information that already in the computer for the patient.
• Inspect the forms to ensure each has a signature and makes copies of each form for the patient.
• Describe hospital rules, such as visiting hours, and the billing process, such as when payments are due.
• Prepare to have a patient’s jewelry or other valuable items placed in secure storage while the patient is in the hospital.
• Call the nursing unit to transfer patient to nursing care.
• Electronically scan the signed forms, attaches them to the patient’s record in the computer and neatly files the original signed forms.
• Answer general questions from visitors, help answer the telephone and assist with making outpatient appointments.
• Filling up and releasing Death Certificate for expired patients in the hospital and Dead-on Arrival patient’s (case to case basis).

• Maintain the internal order and arrangement of the patient’s medical record.
• Release/issue letter of authorization, secure approval and completing insurance and other medical forms.
• Encode all patients’ request on hospital system.
• Perform tasks such as answering phone calls, attends HMO’s and patient’s queries, verifying information and schedule of special procedure.
• Perform call-out HMO provider for verification and approval of the said request of the Doctor for confirmation of the Diagnosis or request.
• Sort doctor’s consultation forms.
• Sort and Log all Professional fees.
• Act as a medical secretary.
• Perform other related duties, as necessary.
• Act as a medical secretary.
• Perform other related duties, as necessary.

• Responsible for basic clerical task, answering phones, greeting patients and visitors.
• Schedule appointment in a professional and timely manner.
• Paging patient’s relative, co-worker, clients and, hospital codes.
• Gather patient’s data.
• Answer general questions from visitors, help answer the telephone and assist with making outpatient appointments.
• Make sure the reception area is clean and orderly.

• Process the paperwork of each patient that needs to complete prior to being examined or admitted.
• Greet patients and answers inquiry about their medical ailments and confirm prescheduled procedures.
• Collect basic patient information; verify the information that already in the computer for the patient.
• Inspect the forms to ensure each has a signature and makes copies of each form for the patient.
• Describe hospital rules, such as visiting hours, and the billing process, such as when payments are due.
• Prepare to have a patient’s jewelry or other valuable items placed in secure storage while the patient is in the hospital.
• Call the nursing unit to transfer patient to nursing care.
• Electronically scan the signed forms, attaches them to the patient’s record in the computer and neatly files the original signed forms.
• Answer general questions from visitors, help answer the telephone and assist with making outpatient appointments.

• Represents physicians by screening incoming telephone calls; recording and transmitting messages; scheduling, receiving, and announcing scheduled patients and visitors; screening unscheduled patients and visitors; arranging referrals to other health care providers; scheduling appointments for consultations, x-rays, lab tests, physical therapy, MRI’s, CT scans, etc.
• Ensures physician productivity by maintaining calendars; scheduling patient appointments; physician consultations; professional meetings, conferences; teleconferences, and travel.
• Produce information by transcribing dictation, preparing medical reports and summaries, patient histories, operative notes, manuscripts and correspondence; planning, organizing, coordinating and controlling projects.
• Provide historical reference by developing and utilizing filing and retrieval systems; maintaining patient records; recording meeting discussions.
• Generate revenues by completing direct patient and third-party billing; monitoring accounts receivables; initiating collection calls and reminders.
• Secure information by completing database back-ups.
• Maintains patient confidence and protects operations by keeping information confidential.
• Maintains office supplies inventory by checking stock; anticipating needs; placing and expediting orders; verifying receipt.
• Keeps office equipment operating by following operating instructions; troubleshooting breakdowns; maintaining supplies; performing preventive maintenance; calling for repairs

• Maintain the internal order and arrangement of the patient’s medical record.
• Release/issue letter of authorization, secure approval and completing insurance and other medical forms.
• Encode all patients’ request on hospital system.
• Perform tasks such as answering phone calls, attends HMO’s and patient’s queries, verifying information and schedule of special procedure.
• Perform call-out HMO provider for verification and approval of the said request of the Doctor for confirmation of the Diagnosis or request.
• Sort doctor’s consultation forms.
• Sort and Log all Professional fees.
• Act as a medical secretary.
• Perform other related duties, as necessary.
• Act as a medical secretary.
• Perform other related duties, as necessary.

• Handling Team 
• Conduct SMART Coaching 
• Reporting (KPI's)
• SLA Report

• Escalation Team
• QA Monitoring
• Conduct SMART Coaching
• Reporting 

• General administrative task
• Reporting 
• Sales and Marketing

• Computing Daily ROI June 10, 2018 to August 15, 2020, September 5, 2020 to February 12, 2021 and Total ROI Travel Account Media Buyer
• Create and Launch Ads on Facebook
• Monitor running ad campaigns - kill or scale active campaigns based on metrics
• Test different creatives (images, headlines & post text)
• Calculate daily and lifetime ROIs

• Manage Inbound and Outbound calls
• Provide Travel info to customers
• Handle a Team as Subject Matter Expert

• Social media marketing - creating content and captions, posting and advertising
• Website management - align social media content with their Wix website, including special offers
• Email marketing - creating and aligning content through email marketing campaigns using Mailchimp or Wix
• Ad hoc design work using Canva
• Marketing intelligence - monitor competitor marketing activities, conducts competitor analysis and the like
• Propose social media marketing strategies to increase brand awareness

• Managed, updates client’s product inventory, product images and prices of online store through Shopify and WordPress
• Submits monthly report of competitor’s prices
• Handled the marketing and advertising through contacting popular bloggers and promote website content.
• In-charged of managing social media accounts, content and upload.
• Acted as the main customer service support for customer inquiries and returns.
• Responsible for updating accountancy work through Xero from managing and securing invoices to reconciliation
• Prepared meeting agenda and minutes for weekly meeting.

• Worked closely with the CEO in developing social media contents.
• Assisted in developing concepts and related articles for their website development
• Performed administrative and marketing tasks

• Monitored various Amazon promotional deals, including Lightning Deals, Best Deals, and Deal of the Day.
• Listed flash deals to ensure they meet Amazon's standards, including accurate product information, images, and pricing.

• Managed online campaigns, effectively driving brand awareness and opening multiple store branches.
• Increased monthly sales revenues through social media postings and ad. 
• Designed and created their website and e-commerce store.

• Tasked to review all the day to day transaction of tellers and cash officers.
• Maintain all files of cash hub and all documents properly approved prior to filing.
• Monitor balancing of the cash account.
• Designated to process outward clearing checks.
• Assigned to prepare regular and required reports.
• Responsible for monitoring and preparation of cash hub expenses.
• Assist Auditors during yearly audit and provide requested documents for review.

• Manage daily branch operations consistent with internal controls and approved policies.
• Assist the Business Manager in increasing the branch profitability and ensure customer satisfaction thru quality service.
• Promote employee engagement.
• Review and approves transactions within authority limit.
• Perform custodianship functions in accordance with the approved matrix.
• Ensure compliance with regulatory requirements.
• Supervision of all branch transactions.
• Cash management - ensure cash supply and demand are met and within the limit on a daily basis.

• Managed supplier invoices for purchases for jobs and stock items, and matched them to system receipts for posting to the General Ledger.
• Also worked in monitoring invoices and ordering the company's supplies and workshop stocks for their branches.
• Rendered additional assistance with expense account management and with general admin duties.
• Worked closely with business owner, financial manager, sales officers, and job technicians for the proper allocation of work receipts and inventory issuances.

• In-charge of invoicing, archiving email of supporting documents for reference, and ensuring correctness of entries upon fulfillment in DEAR software and shopify platform.
• Worked closely with operations, customer service, accounting and dispatch teams. 

• Credit Verifier for Saving Loan.
• Do Employment and Residence Verification.
• Re-evaluate and reprocess loan application that is already denied

• Marketing Maintenance Agent for 1 year
• Update and maintain the Credit List
• Accommodate customer's inquiries and question regarding the company
• Fraud Agent for 1 year
• Accommodate client inquiries regarding their pending order and their delivery status.

• Product sourcing and research manually or using Zik Analytics
• Listing products manually on my client's account or using Dropship Beast.
• Edit photos using Canva or do collage using Picmonkey
• Process orders manually
• Update productivity sheets daily

• Product listing on e-commerce platforms
• Maintaining and administering the e-commerce stores
• Inventory control and price management
• Listing quality checks and enhancements
• Listing description & content writing
• Product market research and competition price checking

• Sent email and answer customer inquiries about their parcels

• Handled a prepaid debit card provider in the US who catered to clients from different US establishments. 
• Was initially part of the Activations team (activates newly-registered card). Was upskilled for the Customer Service Department that involved proper coordination to the internal management team. Answers customers' queries and process requests like payment, Balance Transfer, card replacement, etc.
• Was promoted to the Lost and Stolen Team that handles compromised cards. Also been to Disputes and Escalations Department where we were well-trained to provide solution to the most complicated issues whether by the client or by the operations.

• Handled a gas and electricity provider in Australia. We monitor the materials and the availability of the resources. Sends people to our customers' address to have gas pipes and electric meter installed.
• Was a part of the back office team where a system is being used to ensure that the customers’ queries and concerns were addressed in a timely manner.

• Creates a lasting relationship with the customers. Ensures that they are satisfied with our services.
• Provides great customer service among our clients all over the world.  
• Develops negotiating strategies, examining risks and potentials.
• Processes customers' requests - balance transfer, card replacement, adding supplementary cards, process over-the-phone payments, merchant verification

• Provided various kinds of administrative assistance to the school. 
• Answered phones, responded to emails, printing of documents, sending and processing  invoices and scheduling meetings. Worked on multiple projects or tasks at once. 
• Assisted the lead teacher in handling a preschool class

• Delegate responsibility among colleagues and youth to enforce tasks with certainty and  accuracy. 
• Monitored all programs are done according to what was planned, if not, to something that will have great results. 

• Ensure that everyone cultivates effective business relationships especially with the executive decision makers. 
• Get to work with different industries like real estate and computer software companies. 
• Had worked with different ESL companies as well.
• But to the most part, I worked as a Virtual Assistant with a US client owning a real estate company. I assist him with calendar management, email management and also assist/help my client in buying properties in the US.

• I worked as Technical Support Representative Level 1.
• I’m assisting customers who has a dsl problem and some basic computer problems.

• I worked as Technical Support Representative Level 1.
• I’m assisting customers who has a dsl problem and some basic computer problems.

• I worked as Level2 Technical Support Representative for POTS line.
• I Troubleshoot the POTS line of the customer by dispatching technicians and thru our Switch.

• I worked as Project Manager for the Return equipment in a  telephone company.
• I emailed and called the customer with disconnected telephone lines and ask to return the equipment such as telephones and routers.
• I send a dispatch if the customer couldn’t take off the router or send them a FEDEX label for them to shipped the equipment.

Initally started working as a Personal Assistant to the CEO prior being promoted to managing/supervising the Dispatch Team.

Responsibilities include:

• Email Management - responding to emails on behalf of client
• Calendar Management - reminding client of their daily meetings and schedules; create schedules for the Dispatch Team to follow
• Travel Management - schedule flights, books hotel accommodations or reservations for clients
• Phone Handling - doing outbound call to follow up on reservations
• Internet Research of drop-off information (Zip codes and streets) and patient's information
• Database management - updating ambulance and patient schedules and ambulance information on client's main system
• Technical Support - provide assistance to Dispatch Team by providing basic troubleshooting steps if their ipads are experiencing technical issues
• Send daily reports

• As a Virtual Assistant, I assisted with admin tasks
• Gave me task to do and checked the email for prospect clients, posted on some announcements in slack and FB group page
• Do research regarding podcast and speaking/conference/events and contacted or emailed client.
• Tools used: Slack, Gmail, Google sheet, Trello, Linkedin, Kajabi, Canva, and FB.

• I worked as Executive Assistant of Senior Sales Manager of a Marketing company. He gave tasks to do, helping him to book a flight, computed and encode his business and personal expenses, Quotation/ quote prices, Email/ Sent Campaigns to Clients thru Mailchimp
• The tools that I used were ERPR2, PDFESCAPE, PDF creator, Slack, Google suites and Time doctor.

• I also worked as a Customer Experience representative/ Email support/Chat support in an E-commerce company.
• Tools used: Shopify, Shipstation, Richpanel, Hubstaff, Slack, ticket tracker, ASANA, Reamaze, Zendesk, Gorgias, Slack, USPS, and Social Media.

• I worked as Executive Assistant of President of the company. He gave tasks to do, helping her to book a flight, computed and encode his business and personal expenses, processed his taxes, scheduled his DMV, and do some research as well as Daily reports/Tasks.
• Tools used: DMV, H&R block, Login.gov, Whatsapp, TTP (Trusted Traveler Programs)/Global Entry, SAP Concur, and ADP.

• I worked as Executive Assistant of our CEO/Director. She gave tasks to do, helping her to book a flight, also as a Recruiter to background check candidates, and do some research as well as Daily reports/ Tasks.

• I worked as a Researcher.
• I researched or helped him to find info or something that he wants to me check.

• Cold Calling, calling home owners if they would be interested in selling, if they would consider selling their property, or if they do have other properties that they might consider selling.

• Handling the company's Social Media accounts, promoting the company's services as well as sending emails to different prospects. 

• Cold Calling, calling how owners if they would be interested in selling or if they would consider selling their property.
• Sending text messages

• Calling business owners who might be interested to invest in Biotechnology.

• Online teacher to Korean Students both Adults and Children. Teaching them basic English, helping them enhance their English communication skills.

• Lead Mining, lead searching on different platforms, finding the names, emails and the best number to reach that person.

• Calling leads to pre qualify them and transfer it to a live agent

• Calling all local companies in Singapore to assist them in hiring applicants on each vacant position that they have.

• Online teacher to Chinese Students both Adults and Children. Teaching them basic English, helping them enhance their English communication skills

• Cold Calling, calling owners if they would be interested in selling, if they would consider selling their property, or if they do have other properties that they might consider selling.

• Calling business owners to see if they are in need of cleaning services. We offer them a free site visit to check what help they need when it comes to our cleaning services.