The Ultimate Guide to Virtual Executive Assistants in 2025

• Sourcing suppliers and maintaining long-lasting relationships with them as well as existing suppliers.
• Implementing inventory optimization strategies within the company.
• Obtaining quotes from different suppliers using B2B trade sites like Alibaba, Made-in-China, and many more.
• Negotiating price, quantity, and delivery schedules with suppliers.
• Assessing quotes and compiling a detailed assessment of cost breakdowns.
• Generating quote comparisons and contributing to internal supplier selection based on the quotes.
• Providing solutions to improve company spending and outsourcing.
• Ensure timeliness and accuracy of work prior to submission.
   

Procurement Officer | October 02, 2019-February 20, 2022

• Reviewing, comparing, analyzing, and approving products and services to be purchased.
• Maintaining and updating supplier information such as qualifications, delivery times, product ranges, etc.
• Creates purchase orders, ensuring relevant procurement procedures have been applied and all supporting documentation is attached.
• Review quality of purchased products.
• Prepare reports and updates as and when required.
• Check, review and matches received tax invoices with the LPO and ensures that all supporting documents have been attached (i.e signed D.O or Service Report).
• Process suppliers’ payment and follow up payments to Accounts Department.
• Provides assistance to Senior Procurement Officer in all aspects.
• Ability to manage and maintain good relationships with vendors.

Receptionist/Admin Assistant || September 24, 2017-October 01, 2019

• Greet clients and visitors with a positive, helpful attitude.
• Manage meeting room bookings and ensure that everything is in order.
• Keep meeting rooms clean and tidy.
• Schedule and confirm appointments and maintain event calendars.
• Answers all incoming phone calls and dialing international numbers.
• Deal with complaints or problems.
• Manage and maintain petty cash.
• Sort, organize and maintain office records accurately.
• Assisting colleagues with administrative tasks.
• Answering, forwarding, and screening phone calls.
• Sorting and distributing mails.

• Processes reservations by mail, telephone, fax or central reservation systems referral.
• Answer all client questions and incoming calls.
• Redirect phone calls to the appropriate department and take down messages.
• Processes reservations from the sales office, other hotel departments, and travel agents.
• Creates and maintains reservation records by date of arrival and alphabetical listing.
• Processes cancellations and modifications and promptly relays this information to the front desk.
• Assists in preregistration activities when appropriate.
• Monitor, organize and forward emails.
• Maintain records and files.

• Administering check-ins and check-outs.
• Providing front desk services to guests.
• Assigning rooms and taking care of administrative duties.
• Delivering mail and messages.
• Processing guest payments.
• Coordinating with bell service and staff management.
• Accommodating general and unique requests.

• Efficiently and effectively utilize the practice software to arrive, queue, and book patients’ appointments according to the practice policy set by the practice principal.
• Collaboration with nursing, allied health, GPs, and administrative personnel to provide patient care. 
• Ensuring administrative duties are completed, including scanning, batching, answering phone calls, and compiling and transferring patients’ files. 
• Confirm each patient’s insurance eligibility and validity.

• Making cold calls to leads on a list until we find a customer that fits the qualifications that we have for the certain subscription of the account.

• Assisting customer customer queries and technical difficulties for the service.
• Answering queries about billing and other account issues such as unauthorized access to their accounts as well as scheduling and rescheduling installation and service work orders.

• Assisting customer account issues and services including reset of password, basic billing concerns and issues with recovering account.

• Fixing issues with the merchants/user's account. Namely billing, technical issues, taxes, etc.

• Handling billing issues, ads, ad delivery issues and account issue for Advertising Clients.

• Answered customer calls and managed accounts, flight schedules, and hotel reservations and provide resolution to customers regarding their travel concerns.

• Manage client hiring requirements by headhunting/sourcing for qualified candidates according to specified requirements.
• Screen, assess, and coach candidates based on their qualifications and profile which client (company) would be best for them.

• In charge of the preparation of monthly payroll and end to end HR process.
• Assigned in the preparation of report for Government mandated benefits.
• Source, screen and conduct the recruitment process of applicants and in charge of training & development.

• In charge of Admin Hearing, employee loan processing and upkeep/maintenance of human resource information system records
• Responsible for the following functional areas: company wide event, employee relations, training, performance management, on boarding, health and welfare benefits and policy implementation.
• HR and Site wide events planner and coordinator.
• Provide support to employees (2000 FTEs) in various HR-related topics such as leaves and compensation and resolve any issues that my arise.

• Handling office tasks, such as filing, generating reports and presentations, setting up for meetings, and reordering supplies.
• Providing real-time scheduling support by booking appointments and preventing conflicts.
• Making travel arrangements, such as booking flights, cars, and making hotel and restaurant reservations.
• Generate reports, transcribe minutes from meetings, create presentations, and conduct research.
• Assist in the engagement activities and project initiatives of each business unit and resolve daily admin and operational problems.

• Provide high level support to Site Directors and company executives.
• Managing complex schedule of Site Directors and Expats.
• Book, set-up and arrange meetings and conference calls. Assist in all aspects of administrative, HR, events and facilities
• Finance, Procurement and Asset Management.
• Assist in the engagement activities and project initiatives of each business units with 1500 FTEs.
• Coordinate between departments and operating units in resolving day-today administrative and operational problems. 

• Provide high level support to the owner of the company.
• Scheduling of meetings and appointment, making complex and detailed travel arrangements and organizing daily calendar.
• Create expense report and handle projects.
• Conduct research on prospective corporate processes and evaluate current needs and submit proposal on how to make it better.
• Support CEO in his external commitments locally and abroad.

• Provide assistance to clients who needs help in processing compensation & benefits business, building and construction permits, VISA processing.
• Organize and arrange travel and tours and events. 
• Worked as liaison, recruiter and consultant in startup companies and connect them with reliable individuals to make their company vision and mission come to life.
• Monitor, coordinate, and communicate the strategic objectives of the business.
• Collaborate and communicate successfully with other entities outside of the business.

• Recruits, selects, hires, and trains new employees and prepares them for the under pressure job.
• Organize and arrange travel and tours and events. 
• Prepares performance reports by collecting and analyzing call center agents' data and report it to the client and CEO.
• Evaluates individual performance reviews and overall team effectiveness
• Determines call center operational strategies by evaluating team results and Reliability, discretion and objectives. initiative Meets financial targets by estimating performance requirements.

• Analyze and identify operational and employee skills that could be improved
• Assist with employee life cycle (selection, training, onboarding, performance evaluation, retention and offboarding).
• Facilitate team activities, onboarding, product and skills training.
• Collaborate with the CEO, Managers and Team Leaders in creating company policies.
• Address root cause of system and process deficiencies to harmonize business goals.
• Manage projects and promote work standardization.
• Ensure that employee intranet and processes are documented, relevant and up-to-date.

• Responsible inhandling thecash register (POS).
• Suggested products that will increased sales
• Encourages customers through good communication skills and
• Standard Operating System ofthe company.

• Responsible in Presentation ofproofread materials for clients.
• Handle Phone Calls
• Deal with prospective clients.
• Follow-up Production status.
• Responsible for deliveries and issuance of DR's and Invoices
• Handling Weekly petty cash.
• Responsible in Liquidation of expenses.
• Handling Clients Quotations.
• Presenting and filing of Office Documents

• Responsible in monthly inventory of garments.
• Rovingpersonnel foroutlet salesandinventories.
• Handles customer and transactions using POS.
• Knowledgeable indoing all sales reports inalloutlets.
• Handles Phone calls and customer complaints.
• Handles garments coding for standard system.
• Prepares Monthly Inventory Report using MS Office.
• Responsible in making signages for marketing posters.
• Handles Maintenance and trouble shooting for POS.
• Handles issuance of Official Receipts and filing ofoutlet sales

• Responsible in Data Encoding of Real Estates Payments using software
• Manual coding of real estate bin cards for computerization.
• Analyzing real estate Bin Cards.

• Render service tothecustomer by following Company's SOP.
• Promote suggestive Selling and fine dining experience.
• Usher assistance to Guest.
• Responsible in maintaining cleanliness and SOP at Dining Area.
• Responsible in taking orders and serving.
• Encourages sales increase through good communication skills, great dining presentation and marketing assistance.

• In Charge in preparation of jobsite monthly expenses per project.
• Purchasing of Jobsite materials as per jobsite request.
• Preparation of weekly payables.
• Prepare uptodatepurchases report.
• Handle Phone calls.
• Jobsite monitoring daily reports andschedules.
• Checking daily incoming and outgoing commodities.
• Reporting directly to superiors for jobsite updates.
• Deals with sub contractors and jobsite engineers for daily accomplishments.
• Responsible in filing documents and receivables.
• Handles Monthly reports/ miscellaneous expenses for Main Office.
• Prepares Weekly Vale and Payroll
• Handles Releasing ofpayroll, and Weekly Vale
• Handles Suppliers Collection.
• Prepares Payables and expenses.

• Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
• Arrange conferences, meetings, and travel reservations for office personnel.
• Complete forms in accordance with company procedures.
• Compose, type, and distribute meeting notes, routine correspondence, and reports.
• Greet visitors and callers, handle their inquiries, and direct them to the appropriate persons according to their needs.
• Locate and attach appropriate files to incoming correspondence requiring replies.
• Mail newsletters, promotional material, and other information.
• Maintain scheduling and event calendars.
• Make copies of correspondence and other printed material.
• Open, read, route, anddistribute incoming mail and other material, and prepare answers to routine letters.
• Schedule and confirm appointments for clients and suppliers.
• Set up and maintain paper and electronic filing systems for records, correspondence, and other material.
• Take dictation in shorthand or by machine.
• Collect and disburse funds from cash accounts, and keep records of collections and disbursements.
• Conduct searches to find needed information, using such sources as the Internet.
• Coordinate conferences and meetings.
• Establish work procedures and schedules, and keep track of the daily work of clerical staff.
• Learn to operate new office technologies as they are developed and implemented.
• Manage projects, and contribute tothe team.
• Operate electronic mail systems and coordinate the flow of information both internally and with other organizations.
•  Order anddispensesupplies.
• Prepare andrelease checks.
• Provide services to customers, such as order placement and account information.
• Review work done for correct spelling and grammar, ensure that company format policies are followed.
• Supervise other clerical staff, and provide training and orientation to new staff.
• Operate office equipment such as fax machines, copiers, and phone systems, and use computers for spreadsheet, word processing, database management, and other applications.

• Answers, screens and entertains calls; ensures that all calls are properly attended and clearly relayed tothe concerned officer or staff.
• Contacts clients or colleagues ondifferent transactions of the company.
• Coordinates with clients or colleagues regarding follow-ups, confirmations and requests.
• Screens andentertains visitors; ascertains nature orpurpose of visit.
• Receives, releases, files, sorts, indexes and records documents.
• Prepares document quotations, reports and writes correspondences.
• Sends fax communications and ensures clear copies are sent.
• Reminds/updates schedule of meetings, seminars and client calls.
• Performs typing jobs and proofreads the same.
• Makes reservations/coordinates venues fordifferent occasions as well as seminars.
• Records minutes of meetings.
• Performs other duties that may be assigned from time totime
• Answer telephones and giveinformation tocallers, take messages, or transfer calls to appropriate individuals.
• Arrange conferences, meetings, and travel reservations fo roffice personnel.
• Complete forms in accordance with company procedures.
• Compose, type,anddistribute meeting notes, routine correspondence, and reports.
• Locate and attach appropriate files to incoming correspondence requiring replies.
• Manage projects, and contribute to the team.
• Operate electronic mail systems andcoordinate the flow of information both internally and with other organizations.
• Order anddispensesupplies.
• Prepare individual and group sales report.
• Provide services tocustomers, such asorder placement and account information.
• Review work done for correct spelling andgrammar, ensure that company format policies are followed.
• Supervise other clerical staff, andprovide training and to new staff.
• Prepare delivery documents and purchase requisition using SAP program.
• E-mail communication to clients

•  Directly working with the president in running different company.
• Executive and administrative work.
• Coordination with different Department and Clients
• Product presentation
• Corporate accreditation to different agencies
• Travel arrangements local and international
• Hotel Resevations
• Layout for company profile
• Arranging calendar of meetings

• Plans and schedules meetings and appointments, coordinates conferences and manages corporate events
• Ensures that materials for meetings are received on a timely basis
• Ensures invitee list includes all relevant participants and arrange meeting space, audio-visual equipment and other tools required
• Prepares, edits, and distributes correspondence, reports, presentations andanyother formsof communication from the Deputy
• Coordinates withother LTGC officers/heads on corporate reports and other requirements
• Attends Senior Management meetings to take minutes
• Fields incoming correspondence (phone calls,faxes, email), serves as all-around gatekeeper to the Deputy OIC's office
• Manages travel arrangements and expenses by making travel arrangements e.g., airfare, hotel and coordinates logistics/itinerary
• Organizes and maintains files and records
• Maintains contacts in database
• Provides full administrative support to the Deputy COO
• Performs any other relevant functions or responsibilities that may be delegated from time to time and participates in ad hoc projects

• General secretarial affairs and administrative work
• Coordinate executive communications, including taking calls, responding to e-mails, etc.
• Scheduling ofinternal andexternal meetings including agenda, minutes, if necessary; assurance of terms and deadlines of meetings
• Liaising with different stakeholders
• Travel Arrangement including airfare, hotel, car services, etc.
• Create reports and presentations,if needed
• Organized in maintaining documents, paper or electronic-wise
• Dealing with different partners
• Assist Director with any support required

• Act as the point of contact among executives, employees, clients and other external partners.
• Manage information flow in a timely and accurate manner
• Manage presidents' calendars and set up meetings
• Make travel and accommodation arrangements
• Track dailyexpenses andprepare weekly monthly or quarterly reposts
• Format information for internal and external communication memos, emails, presentations, reports
• Screen direct phone calls and distribute correspondence
• Handle confidential documents ensuring they remail secure
• Conduct research and prepare presentations or reports as assigned

• Act as the point of contact among executives, employees, clients and other external partners
• Manage information flow in a timely and accurate manner
• Manage executives' calendars and set up meetings
• Make travel and accommodation arrangements
• Track daily expenses and prepare reports
• Oversee the performance of other staff
• Act as an office manager by keeping up with office supply inventory
• Create information for internal and external communication — memos, emails, presentations, reports
• Take minutes during meetings
• Screen and direct phone calls and distribute correspondence
• Organize and maintain the office filing system

• Responsible to deliver proactive support and administrative services, including:
  • Calendar/Meeting Management
  • Email Management
  • Travel Management
  • Expense Management
  • Events Management
  • Timesheet Management
  • Telephone Management

• Provides administrative support to Senior Leadership Team
• This includes preparing various forms of internal and external
• communication such as emails, memos, presentations and reports, managing calendars, setting up meetings, creating agendas and taking minutes and responding to various inquiries from internal and external stakeholders.

• Requesting Medical Bills Records and other documents from providers. Setting up insurance claims for clients.
• Docketing or filing Legal Documents to the court portal.
• Drafting legal documents (Notice of Claims/demand, Notice of Hearing, Notice of Appearance, and others.)
• Intake specialist.
• Qualifying leads if they meet the parameters.
• Client management: Great customer/client service skills.
• Conducting research, investigating facts, and developing legal arguments
• Drafting contracts, depositions, and pleadings.
• Discovery of evidence or other supporting documents.
• CRM management: Managed client’s case status, stage, and taskings using the CRM to effectively organize what needs to be done.
• File organization: Organized client files in our software to make it appealing and to easily find documents on demand.
• Organizing Documents for signature with clients.
• Calendar Management: Scheduling appointments, court hearings and coordinating with clients.
• Inbox Management: Responding to client emails, SMS, and other forms of communication and taking necessary action.
• Social Media Management: Handling social media accounts, including content creation, running ads, and configuring automated replies for lead generation.

• Started as a customer service representative that takes in inbound calls to resolve customer's concerns and got promoted as a QA.
• As QA, my main role was to do quality audits, reporting and making recommendations for the business' improvement.
• Became chat support and email support for a year due to the COVID lockdown and suspended my QA Role.

• Manages and oversees emails received in the IDR folder.
• Ensures accurate assignment of emails to the respective IDR Claims Specialists and other staff in the organisation.
• Attends to enquiries from clients and financial firms.
• Implements effective processes to ensure emails are actioned on time.
• Adheres to KPIs and responds to emails with set time frames.
• Assists the IDR team with various administrative tasks when required

• Do billing inquiries, regarding bank charges, bank statements, and other related tasks asked of me being a Customer Support Representative.
• Do technical support and are knowledgeable to address issues using current Microso Windows OS and Apple-Mac.
• Trouble shoots Voice Over Internet Protocol ("VoIP") issues for USA and Canada customers of magic Jack
• Offer and up sell customer packages for magic Jack products
• Dispatches local technicians to customer's premises when issues were not fully addressed thru online inquiry.

• Trained to make a re-profiling of real estate assets such as re-assessing the current market value of a property.
• I do Marketing at Craigslist, ProAgent, Listing Booster, Trulia, Zillow, etc. I also assist on filing documents and contracts for buyers to sign.
• I do Brokers Price Opinion (BPO and Inspection).
• I am aware and I deal with Web Sites like SingleSource, VRM, Pyramid, Aspen, Resnet, Equator, HECM, etc.

• Do billing inquiries, regarding bank charges, bank statements, and other related tasks asked of from me being a Customer Support
• Assisting Health Insurance benefit concern
• Outbound calls to providers/Medical Group.
• Sending out back office reports.

• Outbound calls to Insurance/Provider relation and gather reports for claims status.
• Process and address claims issue to have the claim paid accordingly.
• Send out emails to provider relation and back end reports.

• Assisted two different Clients in handling end to end process for order entry thru WooCommerce, invoicing, inventory, customer support.
• Contact and follow up clients for Bulk orders and create mock-up designs before approval.
• Communicate with onshore designers to finalize custom designs.
• Other administrative tasks such as lead mining, creating sales reports and email management.

• Source new applicants through Facebook, Linkedin, Kalibr, Bossjobs, Kalibr and other sourcing websites.
• Screen application and qualify applicants before we move them for initial interviews.
• Handle Initial assessment by preparing a set of questions to evaluate applicant's behavior and qualification.
• Create a candidate profile and endorse them to the talent pool should they pass the initial screening.
• Other administrative tasks such as creating and submitting reports, responding to online inquiries.

• Screen application and qualify applicants before we move them for initial interviews in Asana.
• Handle Initial assessment by preparing a set of questions to evaluate the applicant’s behavior and qualification.
• Create a candidate profile and endorse them to the talent pool should they pass the initial screening.
• Conduct a Background check.
• Handle Offer call and prepare offer letter & NDAs
• Execute onboarding
• Other administrative tasks include creating and submitting reports and responding to online inquiries.

• Source and manage Job boards to gather and collect potential applicants.
• Conduct background checks for endorsed candidates.
• Setup and facilitate client calls.
• Ensure all tracker and reports are accurate and updated.
• Keeps track of the total number of all the applications received across all job boards.

• Eagerly assisted customers by providing product and service information and resolving product and service problems through phone, chat, and email
• Phone and Email Support for Amazon Retail
• Phone / Email/ Chat support for a Food Delivery Service
• Phone Support for Health Care

• Manages contracts throughout the selling and buying process, checks documents, makes sure it is complete and on- time, updates the database, and does follow-ups if needed. I also work on other administrative tasks like transcription when required.
• Database Management
• Data Entry
• Calendar Management

• Responsible for the processing, assessment and issuing of Letter of Offer and eCoEs within agreed turnaround timelines in line with ALG Admissions procedures and standards.
• Responsible for liaising with Academic on RPL/CT application, communicate outcome to students in a timely manner and take appropriate action as per ALG Admissions procedures and standards.
• Providing prompt and accurate response to queries from education agents and students via available channels and not limited to telephone and emails.
• Taking appropriate actions to follow-up and ensure students fulfill required conditions before commencement of their course.
• Maintain accurate and detailed student records on RTOM, PRISMS and other databases in accordance with Admissions processes.
• Ensure uploading of relevant and legible supporting documentation and evidence into RTOM
• Actively contribute to the identification of continuous improvement opportunities for the ALG Admissions processes through liaising with relevant stakeholders.
• Manage key administrative processes throughout the student lifecycle
• Understand policies and apply to relevant student cases
• Work with internal stakeholders to support finalising the administrative processes

• Appointment setting
• Cold-calling

• Responsible for documentation of handled cases by the firm.
• Tasked to retrieve and searched data necessary for cases being handled.
• Responsible for handling papers of multi-level marketers.

• Responsible for support tasks and assistance in various HR functions including but not limited to recruitment and hiring, compensation and benefits, payroll and timekeeping, training and organizational development, and personnel monitoring.
• Responsible for handling papers of requirements and documents of all employees.

• Communicate clearly and provide timely resolutions.
• Responsible to deliver service and support to end-users using and operating automated call distribution phone software, via remote connection or over the Internet and handles a group of agents in a given team

• Provide all deliverables and metrics on a daily, weekly, and monthly basis
• Billing support, customer service support and escalations
• Maintain accurate records across all metrics.
• Manages multiple concurrencies (10-15windows, or more) effectively.
• Handle email correspondence via KANA and Kustomer.
• Inbound and Outbound calls to clients.

Tools used:

• Oracle and Livehelp (quite similar to Zendesk) - platforms to assist customers via chat (SMS, FB and Twitter)

• Coordinating with clients
• Take care of time-consuming tasks and work as Assistant to the Loan Originator.
• Remotely ensure that business is in great shape.
• Leverage time by email management and related tasks.
• Hitting the deadlines of any assigned tasks.
• Responsible for requesting and managing payoff,  projects, and related documents needed by loan officers.
• Communicates clearly with financial institutions
• Manage CRM (Zoho) and email correspondence to the clients.
• Manage client's email business and personal
• Manage client's social media account

• Managed email correspondence and provide customer support through chat services, ensuring prompt and professional responses.
• Booking management and CRM updates: Updated and logged all bookings, sheets, and customer relationship management (CRM) system, ensuring accurate and up-to-date information.
• Calendar Management: Responsible for maintaining and updating the calendar with all bookings, ensuring efficient scheduling and coordination.
• Expense tracking: Maintained an organized and detailed expense log, ensuring accurate record-keeping and facilitating financial analysis.
• Payroll processing: Managed the payroll process, ensuring accurate and timely payment to employees.
• Partner invoice follow-up: Coordinated with partners to follow up on outstanding invoices, ensuring timely payments and fostering positive business relationships.
• Listing creation and management: Created and managed listings on Handies, Map, and the company website, optimizing visibility and attracting potential customer
• Payroll (money transfers and deposits)

• Recognize and embrace the opportunity of resolving issues for billing and service rates inquiry, phone activation, phone swap, presentation of available products out in the market, and current discount offers.

• Provide technical support using dial-up and broadband networks. 

• Assisted customers and coordinate with fulfilling guest registration to hotelservices, ground transportation, restaurant, or entertainment reservations. 

• Provide step-by-step technical solutions to ensure proper disposition of their concerns; this support can be but are not limited to:
  • entertainment services and products,
  • hardware systems/accessories, 
  • customer service inquiries regarding technical support, billing and customer service. 

• Provide billing and customer service along with support but is not limited to:
  • entertainment services and products (right size service to save the customer from canceling account),
  • hardware systems/accessories processing,
  • step-by-step technical solutions for mobile & cable troubleshooting.

• Subject Matter Expert || September 2020 – July 2021 
  • Provide billing and customer service and step-by-step technical solutions formobile troubleshooting.
• Customer Service Representative || March 10, 2020 – September 2020
  • Provide billing and customer service and step-by-step technical solutions for mobile troubleshooting.

• Minimovers Acct.
• Inbound Residential
• Provide good customer service and accurate information to the customer.
• Tracking and Booking services
• Upsell additional products (Boxes and tapes)

• Outbound B2C ( Cold Calling )
• Selling healthy meals around Australia
• Building Rapport to the customer
• Asking credit card details and gaining trust to the customer.
• Putting accurate information to the database
• Making sure to follow the proper call guidelines.

• Handled infomercial accounts and sales acct
• LOB : Inbound and Outbound B2C
• Quality Analyst / Verifier
• Good Training ground ( Sales)
• Certified Customer Sales Representative ( Training , Sales Award Completion and Certification)

• We are here to listen, provide solutions to your problems and pains and to help you achieve your aspirations.
• we scale up and scale down seamlessly.
• We integrate local and remote teams and rapidly deploy solutions.
• Solutions that reduce time to market, eliminate costs, drive productivity and provide environments for experimenting with machine learning and AI

• Team recruitment and supervision. Should be able to effectively recruit, coach and supervise their own team of sales coordinators and ensure productivity
• Place outbound calls, particularly to companies in English-speaking countries such as Australia and the US to set appointments for online presentations or calls
• Proper encoding/updating of lead details into CRM database, including notes of telephone calls
• Lead Research 

• Outbound cold calling
• Consummate aspirants should have proven Global Distribution System (GDS) experience, excellent customer service skills and confirmed successful Sales record.
• highly trained and experienced cruise/travel consultants who intimately understand the needs and desires of both novice and experienced cruisers and vacationers.
• Hit the Target quota

• Qualify leads from marketing campaigns as sales opportunities
• Contact potential clients through cold calls and emails
• Present our company to potential clients
• Identify client needs and suggest appropriate products/services
• Customize product solutions to increase customer satisfaction
• Build long-term trusting relationships with clients
• Proactively seek new business opportunities in the market (weekly/monthly/quarterly) sales results

• Outbound Calls around Australia
• Offering energy plans to deliver the lowest price renewable power solution for businesses, and supporting them transition to 100% renewable power

• Research potential industry and generate leads according to our selection criteria.
• Conduct thorough research on identified leads to determine their suitability.
• Initiate contact with potential leads through outbound calls, emails, social media messages, and other communication channels.
• Attempt to contact prospective clients who you have been unable to contact.
• Maintain accurate records of all communications.
• Analyze and report on lead generation metrics to track progress and identify areas for improvement.
• Stay up-to-date with industry trends and best practices for lead generation.
• Overall become the responsible person for generating new business opportunities by setting up appointments with potential clients.

• Lead Generation – contacting email lists of Managers from different Aged Care companies using email templates
• Prospecting and Qualification – look for prospect clients that would be needing the HR recruitment service within Perth
• Sales Presentations – meet with prospect clients via video conferencing and provide proposals for the service.
• Close deals and establish strong business relationships with clients.
• Market Research: Stay informed about industry trends, competitor activities, and market developments to identify opportunities for growth and innovation.

• Responding to emails and phone calls.
• Scheduling meetings.
• Creating reports
• Research
• Creating PowerPoints
• Used CRM
• Other Adhoc and Admin Tasks

• Cold call potential clients
• Handle Objection
• Follow call flow
• Provide information to potential clients
• Schedule appointments.
• Does follow-up calls to leads.

• Using Mojo and Calendly.
• Cold call potential clients
• Provide information to potential clients
• Schedule appointments.
• Does follow-up calls to leads.
• EOD of a detailed log of calls, including those which were not answered via skype or email.

• Doing Deal Contracts and make Clients signed via PANDADOC
• Manage CRM Pipedrive / database
• Monitor KIXIE call recordings of CSR
• Communicate discrepancies within the team or to the Team Lead.
• Generate, process and store reports that include confidential information.
• Organize records and data to ensure it is stored and positioned in instinctive file / folder locations.
• Follow Company SOP
• Monitor Leads in ASANA
• Give support to CSR via Slack and Wire

• Answer emails and other inquiries from customers and lawyers.
• Manage the schedules of the lawyers.
• Help in doing some research about the case.
• Keep and organize court files and other documents if necessary.

• Verify customers daily bank transactions.
• Provided assistance in filing fraud claims on their account.
• Handled 50-60 calls a day gave customer excellent resolution
• A constant top 10 CSAT achiever

• Managed emails in a timely manner
• Processed orders accurately and skyrocketed their sales
• Outbound calls to dormant clients to do business with the company again

• Teaching Japanese students the English language

• Process rental collections on the property
• Doing outbound calls to tenants for rental payment updates
• Process lease renewals and expiration
• Making calls and set up accounts for the rental properties with the utility companies
• Process work orders for unit repairs
• Answer phone calls for all other concerns

• Provides excellent Administrative Assistant / Loans Processing Assistant/ Escrow Assistant, ensure validity of borrower's information.
• Process verification of employment
• Request evidence of insurance and updating of master insurance
• Doing outbound calls to borrower's company for validation of information
• Requesting verification of account through borrower's bank • filing of documents and sending it for verification
• Doing outbound calls for follow up with the documents
• Merging of documents into 1 file
• Request titles, payoffs, and escrow conditions

• Call out leads from CRM
• Set appointment for Real Estate Agents
• Answer emails and text messages inquiry and concerns

• Worked as an Admin Assistant for a brokerage company
• Interacts with social media platform like Facebook and Instagram, answering comments and messages
• Create email templates for emails and text messages for agents
• Creates promotional emails
• Creates designs for agents celebrations like birthdays, anniversaries and home anniversaries using basic Canva
• Onboarding new agents
• Data encoding
• Call out leads and agents for appointments and seminars
• Receiving phone calls
• Record agents data and sales

• Worked as an Admin Assistant / Sales for a Credit repair company
• Incharge of social media functions like posting promotional campaigns and inteactions
• Create promotional emails and text messages to clients and leads
• Data encoding
• Answer phone calls
• Interview applicants for office position
• Answer phone queries about due dates/ services status and updates

• Process insurance application for nursing facility patients to cover their stay in the facility.