Virtual Assistant

Microsoft Outlook experience is a MUST - Tell me what Outlook skills you have.
Asana Experience is a MUST

Administrative Support: Handle a wide range of administrative tasks, such as managing calendars, scheduling appointments, and coordinating meetings. Prepare and edit documents, reports, and presentations, ensuring accuracy and professionalism.

Client Communication: Act as the first point of contact for clients, responding to inquiries, setting up appointments, and maintaining excellent communication to ensure exceptional client satisfaction.

Data Management: Assist in organizing and maintaining confidential client information, financial records, and other important documents using secure digital systems and software.

Project Coordination: Collaborate with team members to coordinate and track project timelines, deliverables, and milestones, ensuring projects stay on track.

Research and Analysis: Conduct research on various accounting and financial topics to assist the team in making informed decisions and providing valuable insights to clients.

Task Coordination: Assisting with the planning and executing of daily activities and special projects, ensuring timely and high-quality completion.


Facebook Organic Outreach: Engaging with potential leads and customers on Facebook and Instagram through organic outreach strategies to build relationships and promote business growth.


Email Management: Monitor and manage emails, flagging priority messages and ensuring timely responses to important communications.