Virtual Executive Assistant | Social Media Manager
Batangas
I help busy professionals stay organised by handling the administrative work, research, and follow-ups that keep their business running smoothly. I have over 6 years of remote support experience, including working with an Australian financial-planning client. My work involves more than completing assigned tasks. I also keep track of outstanding items, check deadlines, and follow up when something still needs attention. Here are some of the tasks I can help you with: Executive & Administrative Support - Email and calendar management - Task tracking, reminders, and follow-ups - Client communication and meeting coordination - Travel research, itinerary planning, and bookings - Document preparation and spreadsheet management - Personal assistance and day-to-day operations Financial Planning Administration - Investment research and gathering PDS and TMD documents - Tracking ongoing service reviews and SMSF administrative reviews - Updating client information in Xplan - Reviewing invoices in Synchron - Checking meeting audio recordings - Following up on outstanding client requirements and deadlines Research, Lead Generation & Outreach - Finding business leads and contact details - Researching and organising prospect lists - Verifying email addresses - Creating outreach email sequences in Apollo. io - LinkedIn content posting and prospect connection requests Content & Marketing Support - UGC creator coordination, shipment tracking, and follow-ups - Canva designs - Short-form video editing using CapCut - Podcast audio editing using Descript - Video editing with B-roll footage I have worked with tools including Google Workspace, Microsoft SharePoint, Xplan, Synchron, Apollo. io, Canva, CapCut, and Descript. I am comfortable learning new platforms by exploring their features and following tutorials when needed.
SMARTSKN, part_time
Aug 2025 to Sep 2026
Supported SMARTSKN, a US-based K-beauty brand, with UGC creator coordination, campaign tracking, and lead generation. • Managed creator information forms and organised the personal and shipping details needed for product fulfilment. • Coordinated with the US team regarding sample shipments and tracked deliveries. • Sent creator notifications and followed up on outstanding UGC video submissions. • Maintained tracking spreadsheets to monitor creator progress, shipment status, and submitted content. • Researched esthetician businesses and manually gathered relevant contact information for outreach. • Used Apollo. io to create outreach email sequences for prospecting.
Upwork, part_time
May 2022 to Dec 2024
• Researched travel options and planned multi-city itineraries by comparing available booking options, prices, and policies. • Created comparison tables using Google Sheets to help organise travel information and support decision-making. • Researched local service providers, including specialists in unfamiliar cities, and compared their services, rates, reviews, and availability. • Coordinated customer support follow-ups and helped resolve travel-related concerns, including contacting airlines regarding a refund after a missed flight. • Managed personal errands, online purchases, and product research across retailers such as Amazon, Walmart, Target, and Vitacost. • Monitored client requests, prioritised urgent items, and followed up on tasks requiring action. • Organised information and documented step-by-step processes to help keep recurring tasks consistent.
Financial Planning Advisory, full_time
Jan 2020 to Present
Provided remote administrative and financial planning support to an Australian client for over 6 years. • Supported investment research and gathered Product Disclosure Statements (PDS) and Target Market Determinations (TMDs). • Tracked ongoing service reviews and SMSF administrative reviews to help ensure requirements were followed up by the advisers. • Updated client information and records in Xplan. • Checked invoices in Synchron and helped monitor outstanding items. • Reviewed meeting audio recordings and supported the administrative follow-up process. • Tracked client reminders, important deadlines, and outstanding requirements. • Helped keep information organised and brought pending items to attention when follow-up was needed. • Managed LinkedIn activities, including posting articles and e-books and sending connection requests to prospects.