Why Your Back Office Functions Should Be the First Things You Outsource

Kristine has a solid background in customer service, having worked as a Customer Service Representative. Her few tasks include attracting potential customers by answering product and service questions, suggesting best offers and providing information about other products and services and building productive trust relationships with customers.

She also has experience working as a Virtual Assistant in the real estate industry for 2 years. Managing email inbox processing and day-to-day tasks, Conducting research and documentation, Processing applications for new tenants, lease renewals, and vacating tenants, Conducted inbound and outbound calls. She possesses excellent communication and multitasking abilities.

Technical Expertise:

• Proficient in using MS tools, Slaesforce, slack

• Advanced skills as a Virtual Assistant.

• Proficiency in property management software (Property Tree, Inspection Manager, etc.).

• Experience in handling preventive maintenance and work order tracking.

Interpersonal Abilities:

• Strong customer service skills.

• Effective communication with renters, rental providers, and maintenance staff.

• Ability to manage and prioritize multiple tasks simultaneously.

Predictive Index Behavioral Profile - Adapter

Strongest Behaviors

• Assertive drive to accomplish personal goals by working around or through roadblocks. Communicates directly and to the point.

• With an ability to concentrate on the task at hand, is generally more focused on technical matters than social ones. Consistent and thoughtful.

• Task-focused; often notices and is driven to fix technical problems, cutting through any personal/emotional issues. In areas of interest, has the aptitude to spot trends in data or figure out how complex systems work.

Behavioral Summary

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

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

Jade has been working as a Customer service representative for almost 2 years in a BPO set up. Her few tasks include attracting potential customers by answering product and service questions, suggesting best offers and providing information about other products and services and building productive trust relationships with customers.

She also has experience working as a Virtual Assistant in the real estate industry for 2 years. Managing email inbox processing and day-to-day tasks, Conducting research and documentation, Processing applications for new tenants, lease renewals, and vacating tenants, Conducted inbound and outbound calls.

Technical Expertise:

• Advanced skills as a Virtual Assistant.

• Proficiency in property management software (Property Tree, Inspection Manager, etc.).

• Experience in handling preventive maintenance and work order tracking.

Interpersonal Abilities:

• Strong customer service skills.

• Effective communication with renters, rental providers, and maintenance staff.

• Ability to manage and prioritize multiple tasks simultaneously.

Predictive Index Behavioral Profile - Adapter

Strongest Behaviors

• Assertive drive to accomplish personal goals by working around or through roadblocks. Communicates directly and to the point.

• With an ability to concentrate on the task at hand, is generally more focused on technical matters than social ones. Consistent and thoughtful.

• Task-focused; often notices and is driven to fix technical problems, cutting through any personal/emotional issues. In areas of interest, has the aptitude to spot trends in data or figure out how complex systems work.

Behavioral Summary

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

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

• Assertive drive to accomplish personal goals by working around or through roadblocks. Communicates directly and to the point.
• With an ability to concentrate on the task at hand, is generally more focused on technical matters than social ones. Consistent and thoughtful.
• Task-focused; often notices and is driven to fix technical problems, cutting through any personal/emotional issues. In areas of interest, has aptitude to spot trends in data or figure out how complex systems work.

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

• Role Fit Summary
• Jerald has over 9 years of total professional experience, including 5+ years in executive administrative support and virtual assistance and earlier experience in customer service and back-office operations.
• His background includes supporting international clients across the USA, Australia, EMEA, and APAC regions, primarily within real estate, recruitment, paralegal, sales/marketing, and healthcare industries.
• Demonstrates familiarity with executive support responsibilities, CRM management, client coordination, and project administration.
• Relevant Experience
• Worked as a Paralegal Admin Assistant for an Australian conveyancing firm, where he reviewed contracts, handled client documentation, coordinated with stakeholders, and assisted with settlement preparation.
• Previously served as Social Media Manager and Paralegal Support for another conveyancing organization, assisting with document gathering, client file management, and scheduling lawyer consultations.
• Experience as a Logistics Lead Administrator, coordinating venues, preparing quotations, and supporting operational logistics for events and organizational initiatives.
• Also worked as an HR Admin Assistant and Recruitment Support, handling candidate sourcing, pre-screening, and HR coordination for recruitment processes.
• Administrative / Executive Support Skills
• Experienced in calendar management, meeting coordination, and meeting documentation, ensuring that key information and action items are captured and communicated to relevant stakeholders.
• Supports executives and business leaders with email management, operational coordination, and client communication.
• Has exposure to proposal preparation, contract documentation, and presentation decks, including preparing quotations and proposals for client engagements and partnerships.
• CRM, Systems & Tools
• Familiar with several CRM and business systems including Salesforce, Zendesk, HubSpot, and PipeDrive, along with custom CRM platforms used by specific clients.
• Experienced with project management tools such as Trello, ClickUp, and Monday.com for task management and collaboration.
• Additional systems exposure includes Xero and QuickBooks for invoicing, and real estate platforms such as PropertyMe and PropertyTree.
• Familiar with productivity tools including Google Workspace, Outlook, Slack, Zoom, and Calendly.
• Communication
• Demonstrates strong English communication skills and experience working with international stakeholders and distributed teams.
• Comfortable handling client communication, coordination across departments, and follow-ups with external partners and clients.
• Work Style & Strengths
• Organized and process-oriented, with experience supporting structured workflows such as legal documentation, settlement preparation, and recruitment pipelines.
• Adaptable and comfortable working in remote and fast-paced environments where coordination across teams and time zones is required.
• Demonstrates initiative in supporting executives, operations teams, and client-facing processes simultaneously.

Jerald is a highly experienced and detail-oriented Paralegal Administrator with extensive background supporting Australian conveyancing teams. With over five years of remote paralegal and administrative experience including hands-on work with Ownit Conveyancing QLD, Colwell Conveyancing Group, and ThinkConveyancing NSW Jerald is well-prepared to excel in a contract and CRM-focused role.

He has proven capability in CRM management, including experience with platforms like LEAP, ActionSteps, Salesforce, and Clio, where he regularly updated client contact data, tracked milestones, and managed contract documentation from EOI through settlement. His responsibilities have included preparing and issuing contracts via tools like DocuSign and DocHub, managing deposit tracking, sending executed contracts to all parties, and coordinating inspections and valuations.

Jerald is also adept at preparing settlement figures, statements of adjustment, and maintaining organized filing systems for all documents, receipts, and correspondence. His experience in chasing key dates, deposits, and outstanding documents through professional phone and email communication demonstrates his proactive and detail-focused approach. He has also worked closely with solicitors, clients, and agents making him comfortable in cross-functional and client-facing interactions.

In addition to his technical qualifications, Jerald brings strong customer service experience from his prior BPO roles in healthcare and financial accounts, which further strengthens his responsiveness, problem-solving, and communication skills.

With his in-depth knowledge of Australian conveyancing practices, excellent CRM and documentation skills, and proven ability to work independently in remote roles, Jerald Roxas is a strong fit for supporting contract execution, milestone monitoring, and stakeholder coordination in a fast-paced legal or real estate environment.

Jerald has a solid background in administrative support, recruitment, and project management within various industries, including real estate and legal services. His comprehensive experience makes him a strong candidate for roles in these areas.

• Administrative Support
• Recruitment
• Project Management
• Paralegal Duties

• Real Estate
• Legal Services
• BPO / IT-Enabled Services

Jerald has extensive experience in administrative and support roles. Most recently, he worked as a Recruitment Specialist, presenting employment opportunities, sourcing candidates, and conducting initial interviews. Prior to this, he served as a Project Manager and HR Specialist, helping with business development, social media marketing, and daily interviews across various industries. He also worked in the legal sector, assisting Australian lawyers with administrative tasks for property settlements, responding to client inquiries, and preparing legal documents. Additionally, Jerald has experience as a Digital Admin, handling booking, scheduling, data entry, lead searching, and email marketing. His strong organizational skills and attention to detail make him an asset in administrative and support roles.

Skills:

• Recruiter Customer Service (Advanced)
• Recruiting (Advanced)
• Real Estate (Advanced)
• Paralegal (Advanced)
• Administration (Advanced)
• IT Technical Support (Intermediate)
• B2B Marketing (Intermediate)
• Image Editing (Intermediate)

Software Proficiency:

• Microsoft Office Suite (Excel, Word, PowerPoint)
• ActionSteps
• LEAP
• PipeDrive
• Zendesk
• Canva

Jerald is currently available to start working immediately and is comfortable with both remote and on-site work setups. He has demonstrated strong technical and interpersonal skills, making him a valuable asset for administrative, recruitment, and project management roles. His experience in real estate, legal services, and business development showcases his ability to handle diverse tasks and ensure efficient operations. Jerald’s comprehensive background, attention to detail, and proactive approach to administrative support position him as a highly competent candidate for these roles.

1. Customer Service: Exceptional at handling inquiries via phone, chat, and email, resolving issues promptly, and managing escalated cases.
2. Technical Support: Proficient in troubleshooting device-related challenges and providing comprehensive support for various technical issues.
3. Multitasking: Efficiently manages multiple tasks, including order processing and data entry.
4. Team Collaboration: Experienced in monitoring and coaching team members, conducting meetings, and fostering effective communication.
5. Communication Skills: Strong written and verbal communication, adept at interacting with stakeholders, clients, and team members.
6. Problem-solving: Effective in resolving customer issues and providing solutions to technical and service-related challenges.
7. Data Management: Skilled in maintaining accurate customer records and generating detailed reports.
8. Attention to Detail: Ensures accuracy in all tasks, from order processing to financial transactions.
9. Remote Support: Provides efficient support through remote access tools, managing customer interactions remotely.
10. E-Commerce Operations: Manages order processing, inventory, refunds, invoices, and payments, ensuring smooth operations.
11. Chargeback Handling: Experienced in processing and managing chargeback disputes.
12. Domain Management: Registers and updates domain settings, handling renewals and related support.
13. Order and Inventory Management: Ensures accurate and timely processing of orders and collaborates with warehouse teams for stock availability.
14. Basic Accounting: Handles financial transactions and reporting.
15. Graphic Design (Basic): Creates basic graphics and utilizes design software.
16. Compliance and Documentation: Adheres to company policies and maintains accurate documentation of interactions and transactions.
17. Project Coordination: Manages timelines and deliverables, coordinating with multiple teams and stakeholders.
18. Report Generation: Creates daily, weekly, and monthly performance reports, highlighting key metrics.

1. CRM Systems: Manages customer records, generates reports, and quotations.
2. Microsoft Office Suite: Proficient in Word, Excel, PowerPoint, and Paint.
3. Google Suite: Uses Docs, Sheets, and Slides for collaborative work.
4. Adobe Photoshop and Canva: Basic graphic design and image editing.
5. Shopify Platform: Manages e-commerce operations and assists merchants.
6. Microsoft Azure and Intune: Manages device connections and support.
7. PowerBI: Basic familiarity with the tool.
8. Slack and Teams: Facilitates team communication and collaboration.
9. Zendesk and Connectwise: Manages customer support tickets and technical support.
10. Outlook: Manages emails and calendar tasks.
11. Jovi Chat: Provides chat support.
12. whois.com: Manages domain registration and updates.
13. Xero: Handles financial transactions and reporting.
14. Shopify Apps and Amazon Seller Central: Manages various e-commerce tools.
15. Alibaba: Manages e-commerce and product sourcing.

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
• Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.
• Works at a steady, unwavering pace; most comfortable with familiar processes, environments, and co-workers. Doesn’t easily change.
• Drive to protect the company against risk by doing things in general accordance with established standards.
• Careful; usually follows a plan to avoid making mistakes. Generally has proof to support decisions before taking action.
• Detail-oriented and helpful; works comfortably as part of a team and often checks work.

• Febbie Jane reached 2nd year college in BS - Human Resource Development Management and has a certificate in Social Psychology. She have been working for 6 years handling and performing roles such as Customer Service Representative, Data Entry and Quality Analyst. She has catered international clients since most of his work experiences are client handling.
• She was exposed and proficient to the following tasks and tools:
  • XUI
  • DMDAPI
  • Talent Acquisition
  • Data Entry
  • Customer Support
  • MS Excel and Word
• She has been a Customer Support Representative for 3 years. Responsible in Appointment Setting, Social Media Monitoring, doing Inbound and outbound calls. Filing tickets to an Australian Company. And, doing a little bit of sales. On top of it she also is doing Talent Acquisition tasks. Like, screening applicants for recruitment purposes.
• She has experience as Data Entry for 2 years and 5 months that track customer's records, credit score restoration and doing live sports update on AATV app.
• She has been a Quality Analyst for 1 year and 7 months as well. Responsible in maintaining the quality of the calls made by agents. Ensuring that they are following the accurate process and following the rules.
• Febbie Jane can start ASAP and prefers to any full-time and open for negotiation with part-time roles.

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.
• Operationally, as opposed to socially, focused. Thinks, in specific terms, about what needs to be done and how to do it accurately and flawlessly; follows, in a literal way, that execution plan.
• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.

Kyle is a results-driven Digital Marketing Specialist with over five years of experience in developing and executing end-to-end digital marketing strategies across healthcare, SaaS, e-commerce, and service-based industries. She specializes in performance marketing, lead generation, SEO, marketing operations, and customer acquisition, with a strong focus on building scalable marketing systems that drive measurable business growth.

She takes a strategic, data-driven approach to digital marketing by managing the entire customer journey—from brand awareness and lead generation to conversion and customer retention. Kyle has hands-on experience launching marketing initiatives from scratch for businesses with little to no digital presence, establishing tracking frameworks, implementing automation, and continuously optimizing campaigns based on performance metrics.

Kyle is comfortable working independently, collaborating with leadership teams, and taking full ownership of digital marketing functions. She is immediately available and is seeking opportunities where she can contribute strategically while delivering measurable business outcomes.

• Performance Marketing
• Google Ads
• Meta Ads (Facebook & Instagram)
• Search Engine Optimization (SEO)
• Lead Generation
• Customer Acquisition
• Marketing Operations
• Marketing Strategy Development
• Marketing Automation
• Google Analytics 4 (GA4)
• Google Tag Manager (GTM)
• Meta Pixel Implementation
• CRM Systems
• Email Marketing
• WordPress Website Management
• Landing Page Optimization
• Conversion Tracking
• A/B Testing
• Audience Segmentation
• Campaign Performance Analysis
• KPI Development & Reporting
• Marketing Funnel Development
• Customer Journey Mapping
• Content Marketing
• Copywriting (2 years)
• Newsletter Creation
• Stakeholder Reporting
• Data-Driven Decision Making

Source: Candidate overview and interview discussion.

Kyle has accumulated over five years of digital marketing experience, supporting businesses across multiple industries including healthcare, SaaS, e-commerce, and service-based organizations. Her expertise spans both strategic planning and hands-on execution of digital marketing initiatives.

Throughout her career, she has managed:

• Performance marketing campaigns using Google Ads and Meta Ads.
• SEO initiatives to improve organic visibility.
• WordPress website management and optimization.
• Email marketing campaigns and newsletters.
• CRM administration and marketing automation.
• Analytics implementation and conversion tracking.
• Lead generation and customer acquisition campaigns.
• Marketing reporting and campaign optimization based on KPIs.

One of her notable experiences involved working with a New Zealand-based SaaS company that had no existing digital marketing infrastructure. In this role, Kyle built the company's marketing foundation by managing its website, email marketing, newsletters, and overall digital marketing strategy. She began by conducting business and competitor research, defining customer profiles, implementing tracking systems (GA4, GTM, Meta Pixel), developing channel strategies, launching campaigns, and continuously optimizing performance through A/B testing and data analysis.

• Kyle has a bachelors degree in Marketing Management and have been working for almost 6 years handling and performing roles such as Social Media Marketing Specialist, Graphic Specialist, Client Servicing Associate - Marketing & Claims, Warranty Officer I and Operations Specialist under Outsourcing Companies, Beauty Products Company, Insurance, Automotive and Financial Services Industries. She has catered to US and local clients.
• She has been a Virtual Assistant for 3 years and attended the following trainings for upskilling:
  • FB Ads AutoPilot Course
  • Graphic Design with Canva Course
  • Coffee Copywriting Course
  • WordPress and Marketing Course
  • Social Media Management
• She was exposed to the following tasks:
  • Graphic Designing
  • Social Medica Marketing (Facebook, Instagram, Twitter, and TikTok)
  • Run Paid Ads
  • Content Writing (Skincare and Cosmetics)
  • Claims Processing 
  • Payroll 
  • Administrative tasks
• As a Social Media Marketing Specialist in a Beauty and Cosmetics Company for 5 years, she was tasked to manage Facebook, Instagram, Twitter, and TikTok for brand promotion, target audience growth, driving website traffic, and increasing sales.
• She is proficient in using tools such as Microsoft Office, Canva, CRM, Hubspot, Adobe and Social Media  (Instagram, FB, Twitter, Snapchat, Thread and Youtube)
• She can start ASAP, amenable to working any shifts and open to any full-time or part-time roles.

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

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.

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

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

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

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

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

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

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

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

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

• Justine has been working for almost 3 years handling roles such as Admin Operations Assistant/Case Manager Virtual Assistance, Executive Admin Assistant, Content Creator Virtual Assistance, Quality Assurance Virtual Assistance and Operations Customer Service Representative in the Business Process Outsourcing Company, Construction Firm, Law Firm, e-commerce, affiliate marketing, solar business, digital marketing and financial services. She was able to cater clients from US and UK. 
• She was exposed to the following tasks:
  • Executive Virtua Assistance
  • Accounting
  • Appointment Setting
  • Sales Lead Generation
  • Property Management
  • Amazon Product Research
  • Legal Assistance
  • Payroll
  • Calendar management
  • Graphic design
  • Customer Service
  • Social media management
  • Bookkeeping
  • Invoicing
  • Contract Management
  • Handled a team (web developers,graphic designers, an SEO analyst, social media specialists, paid media specialists, digital marketing specialists)
  • Admnistrative tasks
• She is proficient in using tools such as: Adobe Express
  • Asana
  • Canva
  • CapCut
  • Calendly
  • Clickup
  • Eventbrite
  • Google Data Studio
  • Google Analytics
  • Google Trends
  • Last Pass
  • Lucid Chart
  • OneDrive
  • Panda Docs
  • Quickbooks
  • Shopify
  • Slack
  • Trello
  • Toggl
  • SuperHuman
  • Helium 10
  • HootSuite
  • Hubstaff
  • Loom
  • LinkedIn Navigator
  • Monday.com
  • MS Word/Excel
  • MyCase
  • Notion
  • WooCommerce
  • Xero
  • Zappier
  • Zoom
  • Flodesk
  • Call Log Tracking Metrics
  • Animaker
  • Chat GPT
  • Tube Buddy
• She can start ASAP, amenable to working any shifts and open to any full-time or part-time roles.

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

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.

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

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

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

• Mich has a bachelor's degree in Entrepreneurship and has been working for almost 9 years handling and perfoming roles such as Executive Virtual Assistant, Accounting Staff, Customer Service Representative, Property Specialist, Purchasing Staff, Purchasing Officer, Product Research and Administrative Assistant working in the industries such as Real-Estate, BPO (Retail Account) and Cooperatives. She has catered to US and Australian Clients.
• She was exposed to the following tasks:
  • Phone Support 
  • Accounting
  • Order Management
  • Invoicing
  • Purchasing
  • Data Entry
  • Amazon Seller Central Management 
  • Web Research
  • Product Research
  • Social Media Management
  • Photo Editing
  • Appointment Setting
  • B2B Lead Generation
  • Email and SMS  Management 
  • Administrative Tasks
• She is proficient in using tools such as:
  • Oracle Netsuite System
  • Microsoft Dynamix AX
  • Amazon Seller Central
  • Monday.com
  • Hi-Pages
  • Houzz
  • QUICKBOOKS
  • XERO - 3 months 
  • Invoice2go
  • INVENTORY LAB
  • Microsoft Office Products
  • Google Docs
  • Discord
  • Slack
  • Canva
  • Keap Infusionsoft CRM
  • Shopify - 9 months
  • FB | IG | Linked In | Wordpress
• She can start ASAP, amenable to working any shifts and open to any full-time and part-time roles.

• Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.
• Comfortably fluent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.
• Collaborative; usually works with and through others. Intuitive understanding of team cohesion, dynamics, and interpersonal relations.

• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.
• Teaches and shares; often working collaboratively with others to help in any capacity.

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

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

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

• Angus has been working for 2 years now in a healthcare/medical facility as Admin and Ward Assistant where she handled and performed roles such as:
  • Created shift schedules for 20+ nurses and administrative staff on a monthly basis.
  • Routed 100+ phone calls and answered general questions on a daily basis.
  • Performed data entry for 250+ patient data sheets into the hospital's proprietary system daily.
  • Coordinated with 50+ patients, clinicians, and employees in a timely and professional manner.
  • Collaborated and coordinated closely across 10+ departments, addressing 150+ inquiries and complaints daily (during tenure at the Public Assistance & Complaints Desk or Information Area)
  • Received, monitored and updated status of 200+ patients in the Online Referral System (during tenure at the Emergency Operations Center Area)
  • Coordinated and facilitated all endorsed patients by the Medical Center Chief.
  • Communicated with patients and external parties to ensure proper care.
• She also worked on her Partner's family business as office secretary where she supported admin tasks.
• She is proficient in using tools such as Google Apps and Microsoft office.
• She has a laptop and 1 monitor.
• She can start ASAP, amenable to working any shifts and open to any full-time or part-time roles.

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

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.

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

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

• Kakay, a non-practising nurse and licensed financial advisor, has worked in the pharmaceutical, local government unit, online educational institution, and insurance industries for over 20 years, handling and performing roles such as Financial Advisor, Executive Assistant, ESL Tutor/teacher, Corporate Nurse, HR Personnel, Public Information Officer, Staff Nurse, and Medical Representative. She has a Bachelor of Science in Nursing. She has served local customers.
• She was exposed to the following tasks: 
  • Sales 
  • Phone Support
  • Email Handling
  • Calendar management 
  • ESL Teaching
  • Payroll
  • Customer Service
  • Client Relations
  • Administrative tasks 
• As a Financial advisor, her tasks are:
  • Offer Financial Services to clients for life and health insurances, investments, property and motor security as well as personal accident insurances.
  • Conducts Financial Needs Analysis for interested clients and companies.
  • Handles and maintain clients and companies
    policies while in force.
• She is proficient in using tools such as Salesforce, Google apps and MS tools.
• She can start ASAP and open to any full-time or part-time roles.

Predictive Index Profile - Guardian

Strongest Behaviors

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

• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and precise; follow-through is deep and literal to ensure tasks were completed in accordance with quality standards.

Behavioral Summary

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

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

• Ron has been working for almost 3 years in the Transportation Campaign, Business Process Outsourcing handling healthcare and mortgage accounts where he handled and performed roles such as Medical Billing Specialist, Collection Representative, Sales Representative, Customer Service Representative and Account Receivable Specialist, He has an experience dealing with global clients.
• He was exposed to the following tasks:
  • Phone Support - Inbound and Outbound Calls
  • Customer Service 
  • Billing 
  • Process payments
  • Sales
  • Administrative tasks
• When he was working in the Healthcare  company he was tasked to do the following:
  • Assist patients, attorneys, and insurance companies regarding hospital bills
  • Answer clients’ billing questions
  • Researching and resolving account discrepancies
  • Verifying insurance coverage and eligibility for patients
  • Following up on claims
  • Maintain accurate and up-to-date records of all patient information, procedures, and payments
  • Managing insurance claims to ensure they are processed and paid in a timely manner
• He is proficient in using tools such as Avaya, CRMs, Avility, Provider Portal, Simply pay, Ringcentral, Google apps and MS Tools.
• He can start ASAP, amenable working any shifts and open to any full-time or part-time roles.

• Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
• Methodical, steady, and even-paced; loses productivity when interrupted.

• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.
• Teaches and shares; often working collaboratively with others to help in any capacity.

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

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

• Marj has been working for almost 6 years in several industries such as Manpower, Constructions and Medical where she handled and performed roles such as Human Resource Staff, HR - Time Keeper and HR Officer (Timekeeping & Payroll) . She holds a bachelors degree in Human Resource Development Management.
• She was exposed to the following tasks:
  • Timekeeping
  • Payroll
  • End-to-end Recruitment (Nurses and Admin positions such as Purchasing)
  • Administrative tasks
• She is proficient in using tool such as MS Tools, Payroll System and Google Apps.
• She is Xero certified.
• She can start ASAP, amenable to working any shifts and open for any full-time or part-time role.

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

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.

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

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

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