Executive | Administrative | Operations Assistant
Benguet
Hi! I’m Dial, an experienced Administrative, Executive, Onboarding, and Contracting Assistant with over 5 years of experience supporting business owners and teams across the healthcare, insurance, and real estate industries. I can help with email and calendar management, data entry, report preparation, documentation, recruiting, onboarding, licensing and contracting, and day-to-day administrative tasks. I’m comfortable using tools like Microsoft 365, Google Workspace, Monday.com, Rippling, Trello, and other platforms to keep things organized and running smoothly. What sets me apart is that I don’t just wait for instructions. I take initiative, look for ways to improve processes, and make sure tasks are followed through. I’m adaptable, detail-oriented, and always willing to learn new systems to better support my clients. My goal is to make your workload lighter, help you stay organized, and give you more time to focus on growing your business. I’m looking forward to being a reliable part of your team!
Powerhouse Admins, full_time
Oct 2025 to Feb 2026
Provided administrative and executive support to the business owner and real estate team, managing emails, calendars, scheduling, and daily priorities. Oversaw administrative tasks and coordinated with team members to ensure deadlines, client requests, and operational requirements were met. Managed MLS listings, conducted property checks, and processed real estate documents and agreements using Dotloop. Assisted with insurance-related administrative tasks, including documentation, follow-ups, and coordination of licensing and contracting requirements. Organized records, maintained trackers, monitored pending tasks, and prepared reports to support business operations. Communicated with agents and internal team members to resolve issues, clarify requirements, and ensure timely completion of tasks. Identified urgent requests, adjusted priorities, and helped streamline workflows to maintain productivity and service quality. Impact: Improved visibility into task progress and pending requirements through organized tracking and consistent follow-ups. Helped the team stay organized and meet deadlines by prioritizing urgent requests and coordinating daily operations. Supported smoother real estate transactions through accurate listing management, property checks, and document processing. Reduced administrative delays by proactively identifying missing information and addressing issues before they affected workflow. Enabled the business owner to focus on higher-priority responsibilities by managing routine administrative and operational tasks independently.
CEO Life, part_time
Feb 2025 to Feb 2026
Coordinated agent onboarding, licensing, and contracting processes in the insurance industry, monitored pending requirements, maintained trackers, and communicated status updates to ensure timely completion. Created and maintained reports using Monday.com, Google Sheets, and Excel to track progress, organize information, and improve visibility across teams. Worked independently, prioritized competing responsibilities, resolved administrative issues, and took initiative to improve processes while ensuring accuracy, professionalism, and timely completion of tasks.
Exact Benefits Group, full_time
Jan 2025 to May 2026
responsible for identifying, analyzing, and mitigating compliance risks, developing and implementing compliance programs, providing training and guidance to employees, conducting investigations and audits, and ensuring that the organization or individual remains in compliance with all applicable laws, regulations, and industry standards
Wealth Alliance Group, part_time
May 2024 to May 2025
Managed daily administrative and operational tasks to support business owners, managers, and teams across multiple industries. Handled email and calendar management, meeting coordination, data entry, report preparation, recordkeeping, and follow-ups to ensure smooth day-to-day operations.
The Wound Pros, full_time
May 2023 to May 2025
Providing administrative assistance, such as writing and editing emails, drafting memos, and preparing communications on the supervisor’s behalf Maintaining comprehensive and accurate records. Organizing meetings, including scheduling, sending reminders, and organizing catering when necessary Answering phone calls in a polite and professional manner Managing the supervisor’s calendar, including making appointments and prioritizing the most sensitive matters Maintain confidential and sensitive information. Attend meetings and take notes of discussion; prepare the initial draft of minutes and summaries. Complete a variety of special projects including creating PowerPoint presentations, financial spreadsheets, special reports, and agenda material. Other additional and/or alternative duties as assigned from time to time, including supporting other departments or supervisor as needed.
Safehouse Locksmith and Hardware, full_time
Dec 2021 to Feb 52023
Managed customer inquiries, service requests, and appointment scheduling. Coordinated locksmith technician schedules and prioritized urgent service calls. Communicated with customers regarding appointment confirmations, updates, and service availability. Prepared estimates, invoices, and billing records using QuickBooks. Maintained accurate customer records, service details, and administrative documents. Handled email correspondence, data entry, and daily administrative tasks. Resolved scheduling conflicts by coordinating alternative appointment times and communicating options to customers. Assisted with tracking pending jobs, following up on service requests, and ensuring smooth daily operations