My mission is to help business owners bring back their time so they can focus on the things that will help them grow their businesses.
Hi there!
I’m Dan, your next Virtual Assistant. I have 8 years of experience as a Customer Service Representative in one of the biggest banks in the US. My job role mainly involves resolving customer issues promptly. I was also a Subject Matter Expert where I submitted reports to our business partners and ensured that the team was calibrated whenever we had updates on our SOP. This experience gave me firsthand experience in operations that I want to share with you as your Virtual Assistant.
Additionally, I have 3 years of experience as a Social Media Manager, helping business owners and coaches thrive in the digital space by creating content and compelling SEO-optimized captions.
Here’s what I can do as your Virtual Assistant or Executive Assistant:
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> Calendar Management
> Data Entry
> General Research
> Creating SOPs for your business
> Travel Management
> File and Contact Management
> Customer Service (Answering
> Social Media Management
The tools I know how to use that will help me serve you better:
Google Workspace: Gmail, Google Sheets, Google Docs, Google Drive, Slides
Meeting: Zoom, Google Meet
Password Management: LastPass, Dashlane
Schedule / Time Management: Calendly, Google Calendar
Communication Tools: Slack, G-chat, WhatsApp
AI: Otter.AI, ChatGPT
Graphics: Canva
Video Recording and Editing: Loom, CapCut
Project Management: Notion
Other Tools: Grammarly, Krisp for Noise Cancelling
If you want to learn more about how I can help you and your business and see if we're a good fit, don’t hesitate to send me a message here so we can schedule a discovery call!
Experience: 5 - 10 years
With 8 years of experience in customer service support, I can confidently say that I am well-equipped to assist you in managing your business and providing a great customer experience to your clients.
Experience: 5 - 10 years
As part of my day-to-day routine during my 8 years in customer service, I regularly checked and managed emails to review reports and feedback from our business partners. I am well-equipped to assist you in managing your emails, allowing you more time to focus on tasks that are crucial for growing your business.
Experience: 5 - 10 years
As a customer service representative for a financial institution, I gained extensive experience in data entry while managing customer accounts, processing transactions, and documenting interactions. Utilizing various software platforms, I meticulously inputted and maintained accurate records of financial transactions, customer inquiries, and resolutions. This role sharpened my attention to detail and efficiency in handling sensitive financial data, making me adept at data entry tasks within a financial setting.
Experience: 5 - 10 years
In my role as a customer service representative for a financial institution, I honed exceptional communication skills through daily interactions with clients, colleagues, and management. I effectively communicated complex financial information clearly and concisely, ensuring clients' understanding and satisfaction. Whether it was addressing inquiries or resolving issues, I consistently conveyed professionalism and empathy in all interactions. Additionally, I collaborated closely with team members and management to streamline communication processes, contributing to improved efficiency and customer service excellence.
Experience: 2 - 5 years
As a customer service representative providing phone support for a financial institution, I developed strong communication skills through extensive interactions with clients over the phone. I effectively communicated complex financial information, policies, and procedures in a clear and concise manner, ensuring clients' needs were met and inquiries resolved efficiently. I demonstrated patience, empathy, and professionalism while addressing customer concerns, providing accurate information, and offering solutions to financial inquiries and issues. Through my experience, I became skilled at managing high call volumes while maintaining quality service, contributing to overall customer satisfaction and retention.
Experience: 5 - 10 years
In my previous roles, I've excelled in using Microsoft Excel and Google applications like Sheets, Docs, and Slides for data analysis, document creation, and presentations. I'm adept at managing Google Calendar for scheduling and organizing events. Additionally, I have experience in conducting virtual meetings and webinars using Zoom. My proficiency in these tools demonstrates my ability to streamline processes, collaborate effectively, and facilitate communication in various professional settings.
Experience: Less than 6 months
Drawing from my background in customer service, I can transition seamlessly into a personal assistant role, adeptly managing schedules, correspondence, and administrative tasks. Leveraging my communication skills honed in customer service, I excel in coordinating appointments, facilitating seamless communication, and providing exceptional support to executives. Additionally, my proficiency in Microsoft Excel and Google applications ensures efficient organization and documentation. With my customer-centric approach and administrative expertise, I am well-equipped to support executives and streamline operations effectively.
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