Expertise
- Office Administration
- Email management
- Diary Management
- Administrative Support
- Diary and Email Management
- virtual assistant
- Document Production
- Mortgage Administration
- Insurance Administration
- Customer Service
Summary
I am a virtual assistant who specialises in providing administrative support to business professionals. I have a special interest in working with mortgage brokers and insurance brokers however I am happy to work with business owners/directors in other sectors.
I have been working as a virtual assistant since 2017 and I now have availability to take on new clients. I take the time to learn my clients businesses inside out to fully understand your business as an indivdual entity and to ensure that your customers receive the highest level of service from myself.
I provide all aspects of administrative support including but not limited to;
*Call Taking/Making
*Diary Management
*Email Management
*Suitability Reports
*Fact Finds
*Demands & Needs Letters
*CRM Management
*Liaising With Customers And Lenders/Providers
*Cusomet Service
*Liaising With Clients
*Keying Applications
*Producing Quotes & Invoices
*Record Keeping
*Any PA Duties As Required
Experience
-
Exclusive Virtual Assistant Ltd
Director
- Current
