Multi-Skilled VA | GoHighLevel |Financial Planning Assistant

Overview

Looking for full-time work (8 hours/day)

at $6.00/hour ($1,056.00/month)

Bachelors degree

Last Active

April 6th, 2025 (2 days ago)

Member Since

October 24th, 2017

Profile Description

Feeling overwhelmed by admin tasks, tech setups, or project management? You’re not alone. Many business owners spend too much time on operations and not enough on growth. That’s where I come in.
I’m a highly versatile Virtual Assistant with expertise in automation, CRM tools, project management, and course creation. My goal? To help you reclaim your time by streamlining workflows, managing systems, and automating processes.
What I Can Help You With:

-CRM & Automation: GoHighLevel, Kajabi, Zapier, Deadline Funnel – setting up funnels, automations, and integrations.
-Project & Team Management: Asana, Slack, Trello, ClickUp, Airtable – organizing tasks, deadlines, and team coordination.
-Course Creation & Management: Building online courses, uploading content, structuring modules, and ensuring a smooth learning experience.
-Administrative & Executive Support: Email management, scheduling, and handling backend operations.
-Financial Planning Assistance - preparing relative documents (ROAs, SOAs, Report packs,etc.), modeling, and implementing recommended strategies.

Why Work With Me?
-Tech-savvy & adaptable – Comfortable working with multiple platforms and learning new tools quickly.
- Efficiency-driven – I look for ways to automate and streamline tasks to save you time and effort.
- Proactive & detail-oriented – I take initiative and ensure everything runs smoothly without needing constant supervision.
Let’s chat about how I can help optimize your business and take tasks off your plate!