What is a Virtual Assistant?

• Customer Service support and email management using Ladesk and Zoho
• Orders Fulfillment thru Packlink Pro or Sendcloud (Amazon, Shopify, Ebay, Etsy, Kaufland etc)
• Orders Management and Purchasing via Orderhive and Billbee
• Inventory Management via Boxhero 
• Other admin tasks and social media management task

• Facebook etc Email Management offload the time-consuming Zendesk Management tasks through the knowledge,
• Appointment Setting strategies, and ideas I have learned from my training and Amazon Seller VA Masterclass

• Help protect BPI's clients secure their finances thru Life and Health Insurance, Savings, and Investment
• Hit the daily, weekly, and monthly sales quota
• Assist after Sales transactions, Health, Death, and Living claims

• Verify from the requestor the specification of the requested item
• Search for at least three vendors and request a formal quote
• Create the Purchase Order in the Netsuite system
• Monitor the delivery schedule and inform the end-use and the warehouse

• In charge of selling and promoting the product
• Hit the daily, weekly, and monthly sales quota
• Maintain the stocks inventory level and receipt of the delivery

• Email management 
• Appointment setting 
• Answering the phone call 
• Outgoing calls 
• Managing consultations 
• Executing doctor orders 
• Ensuring patients' queries are addressed

• Intake of new patients and referrals.
• Appointment setting — scheduling, managing cancelations, and sending reminders to
• patients.
• Calendar management — creating a schedule that includes appointments with patients as well as other commitments, such as meetings and events.
• Organizing files in your database.
• Follow-ups and checking on patients after appointments.
• Prescription refills.
• Email management — responding to messages and cleaning your inbox.
• Transferring physical forms into a digital format.

• Conducting activities and lessons based on ESL teaching methodologies.
• Encouraging and engaging students to speak in English.
• Motivating students and using humor to induce a pleasant learning environment.
• Maximizing students’ talk time through oral tests and presentations.
• Displaying excellent classroom management.
• Keeping accurate records of student performance.
• Communicating with the Department Head or Principal, as needed.
• Maintaining standardized guideline

• Provided admin support.
• Encoded data (MS suite/database).
• Organized file/ data
• Monitored project status
• Organized calendar activities
• Organized meetings and created minutes of meeting
• Prepared daily reports
• Edited photos as needed. (Canva/paint)
• Collaborated with other team members.
• Maintained confidentiality of data.
• Answered and managed phone calls and emails.
• Extracted information from the web.

• Provide hands-on care to patients by administering medications,
• Managing intravenous lines,
• Observing and monitoring patients' conditions
• Maintaining records and communicating with doctors
• Beyond the physical support and care, providing emotional support to patients and patients' family members
• They may educate patients and the general public on disease management, special diet plans and medical conditions
• Provide information on home care after their treatment
• Teach individuals how to self-administer medication or complete other self-care tasks.

• Providing assistance to anesthetist and surgeons when required in a wide range of scenarios.
• Preventing the spread of communicable disease through wearing PPE’s and hand hygiene.
• Controlling, witnessing, and administering controlled and scheduled drugs to a variety of patients.
• Collecting blood samples aseptically, ensuring specimens are correctly labeled, packed up, and recorded prior to collection
• Documenting patient’s response to nursing and other interventions
• Respecting and understanding different religious beliefs and cultural needs
• Following up patients for discharge to make sure they do not feel they have forgotten.

• Creating quotes and sending them to clients via email.
• Creating job orders
• Data entry
• Requesting stock transfers
• Proofreading documents before sending and upon receiving them from clients
• Coordinating with team leaders to confirm client’s details
• Responding to client’s inquiries via email.
• Making sure the client’s profile is accurate and updated all the time.
• Cross checking client’s information from previous to latest.

• 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.

• Handled incoming calls and scheduled appointments while managing client communications via email marketing campaigns.
• Developed and executed monthly email marketing campaigns, including newsletters, to engage and inform clients.
• Managed SEO strategies and designed custom websites to enhance online presence and search engine rankings.
• Screened and scheduled interviews with potential candidates through phone and email, ensuring efficient communication and coordination.
• Provided email correspondence and calendar management for clientele, senior leadership, and executive-level clients, ensuring smooth scheduling and prioritization.
• Coordinated appointment setting, took detailed meeting minutes, updated notes and files, and transcribed voicemail messages for streamlined workflow.

• Validated and entered property information into an online database from various property documents.
• Proficiently used AppFolio and Dotloop for property management, including document handling and transaction processing.
• Updated and maintained accurate property data using Google Sheets for real-time tracking and reporting.

• Acted as Transaction Coordinator, managing the administrative process of real estate transactions from start to finish.
• Designed postcards, flyers, posters, business cards, and feature sheets using Canva to support marketing efforts.
• Handled social media management, including creating and scheduling posts to promote listings and engage with potential clients.
• Managed property listings, ensuring accurate updates and maintenance across platforms.
• Created and processed Fintrac of Records, Trade of Records, Data Forms, and MLS Listings to comply with regulatory requirements and ensure smooth transactions.

• Managed CRM system using Salesforce for tracking and organizing client data.
• Handled calendar management, ensuring timely scheduling of appointments and meetings.
• Designed marketing materials using Canva for new listings, open houses, and sold properties.
• Generated and recorded new leads in EDGE CRM, maintaining accurate and up-to-date information.
• Managed social media ads on platforms like Facebook and Craigslist to promote listings and generate leads.
• Updated and uploaded new property listings on MLS, ensuring accurate and timely information.
• Created and set up new client profiles on the Touch Up Program for personalized communication.
• Prepared comprehensive marketing presentation folders for buyers and sellers, showcasing property details and offers.

• Managed general administrative tasks, including MLS listings and lead generation to support business growth.
• Performed skip tracing and imported new leads into CRM systems such as Keap Infusionsoft and Salesforce.
• Handled CRM management, including adding, modifying, and nurturing leads to optimize client outreach and engagement.
• Conducted cold calling and set appointments to generate new business opportunities.
• Created comp reports and prepared partial CMA (Comparative Market Analysis) reports to assist in property valuations.
• Prepared key process documents such as PSA (Purchase and Sale Agreement) and MOA (Memorandum of Agreement) for transaction completion.

• Musician Outreach: Search social media forums to identify potential musicians to add to the database.
• Communication: Engage with musicians to assess their interest in joining the database.
• Data Entry: Accurately input musician information into the main database.
• Reporting: Provide periodic updates on database progress and changes.
• Administrative Support: Perform additional administrative tasks as needed.

• Email Marketing: Develop and manage targeted email marketing campaigns to enhance client engagement.
• Content Creation: Create and design compelling content using tools like Canva to support marketing efforts.
• Lead Generation: Strategically generate leads and conduct market research to expand client base.
• Administrative Support: Provide administrative support, including calendar management, email correspondence, and phone handling.
• CRM Management: Oversee and maintain CRM systems to ensure efficient client and data management.
• Contract Drafting: Draft, review, and format real estate contracts with accuracy and attention to detail.
• Property Management: Manage property acquisitions and dispositions, ensuring precise and efficient processes.

• Provide real-time customer service and support via chat for AT&T products and services.
• Assist customers with inquiries regarding billing, account management, and service issues.
• Troubleshoot and resolve technical problems related to AT&T products, such as mobile phones, internet, and television services.
• Upsell additional services and upgrades based on customer needs and account history.
• Ensure high customer satisfaction by providing timely and accurate information.
• Maintain detailed records of customer interactions in the system.
• Follow standard operating procedures to handle escalations and complex issues.
• Collaborate with team members to meet service-level agreements and performance targets.
• Stay up-to-date with AT&T products, services, and policies to provide accurate and helpful support.

• Handle inbound calls from AT&T customers regarding billing, account inquiries, and service issues.
• Assist customers in troubleshooting technical problems with AT&T services such as mobile, internet, and TV.
• Process service requests, including account updates, plan changes, and cancellations.
• Provide product and service information, as well as recommendations based on customer needs.
• Resolve customer complaints and escalate issues when necessary to ensure customer satisfaction.
• Conduct account verification and security checks for transactions and sensitive information.
• Upsell AT&T products and services to meet customer needs and achieve sales targets.
• Document customer interactions and transactions in the system for accurate record-keeping.
• Follow company policies and procedures to meet performance and quality standards.

• Organizing and maintaining case files, including documents, evidence, and other relevant materials.
• Reviewing legal documents, summarizing them, and identifying key information.
• Conducting legal research, finding relevant precedents, and preparing summaries for lawyers.
• Drafting legal documents such as briefs, pleadings, and correspondence.
• Assisting with court logistics, including filing documents, preparing briefs to counsel, and taking documents to court.
• Managing the discovery phase of a case, including interviewing clients and witnesses.
• Providing administrative support to lawyers and other legal staff. *Communicating with clients and other stakeholders.
• Depending on the area of litigation, paralegals may also be involved in tasks such as preparing exhibits for depositions or managing complex electronic discovery.

• Provides critical support in litigation cases to ensure effective case management.
• Prepares a wide range of legal documents, including pleadings, motions, and briefs, with accuracy and attention to detail.
• Assists counsels with trial preparation by organizing evidence, preparing exhibits, and coordinating witness schedules.
• Conducts thorough legal research to support case strategies and legal arguments.
• Monitors case progress and deadlines to ensure timely completion of all tasks.
• Collaborates with legal teams to develop and implement effective case strategies. *Ensures compliance with all legal requirements and court procedures.

• Provides advanced legal support and expertise in managing cases.
• Contributes significantly to the successful resolution of cases while maintaining adherence to deadlines and legal requirements.
• Manages client files efficiently to ensure all necessary documentation is organized and accessible.
• Conducts in-depth legal research to support case strategies and legal arguments.
• Drafts intricate legal documents, including briefs, motions, and contracts, with precision and attention to detail.
• Supervises junior paralegals, providing guidance and oversight to ensure high-quality work.
• Oversees discovery procedures, including the collection, review, and production of documents.
• Prepares witnesses for depositions, ensuring they are well-informed and confident.
• Actively collaborates with lawyers and clients throughout the legal process to ensure effective communication and case strategy alignment.

• Utilizes extensive experience to manage high-value agreements effectively.
• Leads the creation, negotiation, and administration of complex contracts within the organization.
• Ensures all contracts comply with legal requirements and align with business objectives.
• Implements best practices in contract management to optimize organizational performance.
• Provides strategic guidance on contract-related matters to senior management.
• Conducts thorough reviews and assessments of contract terms and conditions.
• Facilitates smooth communication and collaboration between stakeholders during contract negotiations.
• Monitors contract performance and addresses any issues or disputes promptly.
• Continuously updates knowledge on industry trends and legal regulations to maintain compliance and improve contract management processes.

• 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)

• Sending emails, Messenger messages to prospect clients.
• Replying to inquiries
• Answering queries and Presenting project details to the clients via Zoom
• Organizing the inbox by adding labels and moving to designated folders and more.
• Follow-up on Prospect clients and warm Leads

• Sent daily report to the manager.
• Encoded and updated data and activities in the company's spreadsheet.
• Coordinated with Team leaders and Site Engineer for the week's site activity.
• Scheduled meeting with Manager and Project Engineers. 

• Managed and Helped agents to meet their KPI.
• Took over agents call when customer asked for supervisor.
• Created agent's schedule.
• Reported to the Operations Manager directly.
• Conducted coaching sessions with agents and discussed what needs to improve and maintain.

• Scraped Leads by category and estate using Instant Data Scraper Chrome Extensions.
• Cleaned the leads database for any duplicates and inactive email addresses
• Maintained and organized leads scraped from Yellowpages.com.au
• Checked websites and other sources for any missing information

• Engaged with Social Media Followers by responding to posts comments.
• Replied to inquiries sent directly to Xcel Hub's Facebook page.
• Managed transactions such as sales and registrations of online course students.
• Organized the inbox by adding labels and moving to designated folders.
• Assisted in getting more engagements and improve the online presence of our Facebook Page

• Created the Business Page.
• Optimized the page.
• Created/Scheduled posts for brand visibility and lead generation.
• Managed and Answered customers queries.

• Creating Contents and Monitoring Engagements and Reach of the Business Page
• Replying to inquiries
• Scheduling Value Contents for Brand Awareness
• Crafting Marketing Strategy for Lead Generation
• Organizing the inbox by adding labels and moving to designated folders and more.

• 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.

• Managing his WordPress Websites (Uploading articles, Creating Images)
• Creating Social Media Images (Quotes, posters)
• Managing Email campaigns (Convertkit, Mailchimp)
• Manage Pinterest Accounts (Tailwind)
• Manage Linkedin Profile Account
• Build engagement and Trust via Social media platforms
• Improve Customer Relations (through Customer support, Refunds etc)
• Build click funnel sites for their membership programs,
• Manage youtube accounts (edit videos, create thumbnails, Inserting Captions, write descriptions).
• Create Lead Magnets (recipes, meal plans, etc)
• Gather data for Efficient Business Strategy and Decision Making

• Creating remittance slips and processing clients weekly pays
• General admin tasks and data entry
• Managing client's calendars using Google Cal
• Sending out audition notices to clients
• Plus ad hoc tasks as they arise from the Manager
• Processing and tracking invoices and paperwork

• Receive incoming phone calls.
• Reply to walk-in and phone-in queries regarding status of requests, resolutions and other communications.
• Endorse application letters to the PAD/PHO Departments
• Receive/record/sort all incoming and outgoing communications
• Scan all incoming and outgoing documents
• Prepare/supervise outgoing documents for distribution to PGO and all concerned offices
• Prepare certifications, letters, & other forms of correspondence
• Prepare travel orders, RIS and trip tickets
• Drafted messages of Governor for souvenir programs, etc.
• Take minutes of the meeting
• Transcribe audio recordings of meetings
• Data entry
• Prepare other functions as directed by the superior

• Data entry and e-mail management
• Drafting emails and handling business communications
• Online research and data collection using spreadsheets
• Doing inventories and making purchase orders using the Dear client
• Sales using Amazon Central
• Provide statements/invoices
• Process purchase vouchers for suppliers
• Other administrative tasks and projects

• Data entry
• E-mail and calendar management
• Drafting email and handling business communications
• Online research and data collection using spreadsheets
• Doing inventories and making purchase orders using the Fishbowl client
• Business card cataloguing
• Appointment setting
• Provide statements/invoices
• Process purchase vouchers for suppliers
• Other administrative tasks and projects

• Collecting and preparing all necessary documentation
• Preparing and maintaining all paperwork for existing and new applications
• Complete contracts and ensure clients are kept informed of the rules and requirements.
• Work with clients to establish their needs and recommend the best application
• Follow-up with clients to verify important information.
• Setup client files
• Online research of applicant credit status and current financial position.
• Customer Relationship Management Data Entry
• Add client data to the software or apply online data entry & upload of supporting documents.
• Prepare forms, documents, templates, etc. for client meetings
• Completion of Client Details through client follow-up if incomplete or summarize client details.
• Update the Client with further information/documentation required (if applicable).
• Prepare portfolio reports, inquiry forms and research, and product comparison reports. This requires emails, phoning, and getting specific client portfolio information
• Prepare insurance premium estimates and quotes using specific software.
• Prepare, submit and follow-up application forms.
• Creating workflow / process maps and ensuring Intranet is updated

• 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.

• 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

• 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).

• 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.

• 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.