Executive Assistant I Personal Assistant

I used Salesforce CRM for over a year. I used it for inputting customers' data,processing orders,checking customer transaction history, dispatching technician, processing payments and resolving issues,

I supported an Asian Manager in arranging his day-to-day tasks. It includes drafting/editing English emails, making presentations using Google Slides, providing designs for exhibitions, lead generation of key people, researching gift ideas, planning flights,hotels,writing meeting minutes,booking appointments,phone support and more. Also,conducts engaging one-on-one lessons, refining English to sound natural,polite and effective when communicating with foreign business partners.

I supported an Asian Manager of a Japanese color and paint company.He works with foreign business partners so I helped him organize his schedule,emails, make presentations and other day-to-day tasks. It includes editing/writing his emails/meeting minutes in English, arranging meetings, and researching flights, accommodations, golf games, and other business trip necessities.

This is one of the most interesting tasks. I would search for gifts for my client's family members during special occasions and provide my top 3 recommendations with pictures,reviews,features,useful functions and shop links where to order the items. I normally use Rakuten,Amazon and other e-commerce sites. Aside from gifts, I also research for best restaurants,provide my top 3 recommendations for my client's special events like company drinking parties,personal celebrations of family members like birthdays and anniversaries.

I use Gmail and Outlook. I maximize Gmail's functions like filtering, labeling with colors, automatic replies, signature, scheduled replies, and many more to keep my emails organized. For my other clients, who use outlook, I set the urgent emails to appear on top so they can easily read them.

I stayed calm listening to the customers' concerns. I worked in customer service for over 4 years. I would always apply UNDERSTAND-TAKE ACTION-CONFIRM.

I worked for an order entry Sales account. It's an American flower delivery service where we needed to quickly find the best recommendation for the caller's occasion. After that,I worked for an American Telco company [Billing and Sales] for over a year and handled Sales,Billing explanation, issue resolution, data entry, troubleshooting, outbound calls, appointment setting with the technician and more.I was able to maximize my skills by learning and using over 40 tools. Lastly, I worked as a Sales specialist for the biggest American Car manufacturer brand. I recommended the best package and processed the order.

I've used Salesforce CRM when I worked for AT&T Blue[billing and Sales] for over a year. After that, I discovered Trello and loved its simple and easy-to-use functions .I group the tasks into 3 major categories namely: Backlog, To do this week, Daily To-dos. I use it personally for my freelance business and daily to-do tracking. Recently, I explored Asana and Click Up to upgrade my skills. I also learned how to use Hubspot from a freelancing Bootcamp.

I love Trello's simple and easy-to-organize kanban-style board which is visually appealing. I've used it for my freelance business and personal at-home tasks since 2021. I can just move the boards and change colors for easy tracking.

This is an additional project management app to what I've been using- Trello and CRM. I experienced using it when I joined a bootcamp for executive assistant and underwent an internship for 3 weeks.

I've been using Click Up since November 2023. I use it both for freelancing and personal purposes. It can be tricky but has lots of functions making it comprehensive.

I use Google Calendar for my freelancing business and Microsoft Calendar for my Asian client. I carefully and accurately plot schedules in different time zones. I also integrate Google Calendar with Zoom and Calendly for seamless booking.

I would research my top 3 recommendations for my past clients from flights, hotels,car rentals and even nearby activities. Once he made a choice, I would create encompassing itineraries for either business or personal trips with his family that would also include emergency plans for flight delays. I made them through Canva. Additionally, I attended a 3-week internship program for Executive assistants to upskill.

Handled calls calmly and politely. Empathized with the callers. Demonstrated patience and took responsibility for the issues. Made the customer feel important by actively listening to their concerns.

For expense management, I use EXPENSIFY for both personal and freelancing. I use it to share reports of various expenses like flights,car rental, office supplies and more.