Worked with Sun Life Financial and
Some of my daily task are Monitoring daily transactions, preparing reports(daily, weekly, monthly), answering to
Preparing presentation materials for
training of new employees and financial advisors. Preparing communication/business letter to employees, client and financial advisors re information drive or a formal response or letter or notification.
Keen to details, has knowledge in using CRM or similar applications. Good at using MS office such as MS word, Ms Excel and MS Power point. Good in analyzing data at hand.
Though worked with a team for quite sometime. I am also comfortable working alone. I am self motivated. Adaptable to changes, In fact that is the reason why I am looking for something out of my comfort zone. This will help me to explore and learn new skills, and environment. I believe my experience and skills acquired in a corporate world will be my advantage in helping you with your business.
“I have one of the best VAs I've had in a long time...she's been amazing”
Davonna Willis
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