Virtual Assistant Services
Efficient and detail-oriented Virtual Assistant with track record of initiative and accuracy. Highly organized and capable of anticipating needs of clients. Skilled multi-tasker proficient in MS Office Suite and correspondence management.
Virtual assistants provide administrative support to senior staff, generally on a one-to-one basis. Virtual assistants play a vital role in time management, scheduling meetings and organizing events.
“Been a Virtual Assistance is easy work, It’s like riding a bike. Except the bike is on fire. You’re on fire, Everything is on fire.”
What We Can Offer?
- We provide all telemarketing services.
- Confirm and book meetings.
- Collect Unpaid premiums.
- Travel arrangements
- Prepare and deliver monthly reports
- Diary management
Our Financial Advisor Services
- Download application forms and complete them.
- Download fund fact sheets.
- Track and monitor outstanding requirements.
- Servicing quotes
- Submit withdrawals
- Submit forms to be signed.
- Laise with client’s
- Liase with newbusiness, info, underwriting, etc
- Transfers from other companies.
- Claims
What you can expect from me
Our services vary depending on the individual’s needs and preferences. We often tailor our services to meet the unique requirements of each client, providing personalized support to enhance their productivity, efficiency, and overall well-being.
01. Administrative Support
We handle various administrative tasks such as managing emails, scheduling appointments, organizing calendars, and coordinating meetings.
02. Organization and Time Management
We help prioritize tasks, set reminders, and ensure deadlines are met.
03. Research and Information Gathering
Research and Information Gathering
04. Confidentiality and Discretion
We handle sensitive and confidential information. We are trusted to maintain confidentiality and exercise discretion in all aspects of our work.
05. Correspondence and Communication
We handle correspondence on behalf of their clients, including drafting and responding to emails, answering phone calls, and managing communication with clients, suppliers, or other stakeholders.