Virtual Assistant | Administrative Client Support | Customer Service
Cebu
I’m a reliable and detail-oriented Virtual Assistant and Client Support professional with 10+ years of experience across customer service, banking, financial services, administration, and remote client support. I help businesses stay organized, responsive, and on top of their day-to-day operations. My experience includes managing client communications, email follow-ups, documentation, data entry, CRM updates, administrative tasks, record keeping, and coordinating information across different systems and teams. I’m comfortable working with international clients and handling confidential information with professionalism, accuracy, and attention to detail. My background in banking and financial services has also strengthened my ability to follow processes, manage sensitive documents, meet deadlines, and maintain a high level of accuracy. Beyond completing tasks, I take pride in being proactive, dependable, and easy to work with. I enjoy supporting clients, keeping things organized, and making sure nothing falls through the cracks. I’m currently open to part-time remote opportunities (10–20 hours per week), particularly in Virtual Assistance, Administrative Support, Client Services, Customer Support, Operations, and Property/Real Estate Administration. Key strengths: Administrative Support • Customer Service • Client Communication • Email & Calendar Management • CRM & Documentation • Data Entry • Follow-ups • Research • Record Keeping • Financial Services • Remote Collaboration
Private Client, full_time
Jul 2023 to Present
- Provide remote administrative and client support for an Australian financial services business. - Manage client communications, follow-ups, document collection, and record keeping. - Review and organize client documentation with strong attention to accuracy and confidentiality. - Coordinate information between clients, brokers, lenders, and internal teams. - Maintain CRM records and ensure tasks and outstanding requirements are followed up. - Prepare professional client correspondence and assist with day-to-day administrative workflows.
VA Platinum, full_time
Sep 2021 to Jun 2023
- Provided remote administrative support for Australian mortgage operations. - Managed documentation, data entry, records, and settlement-related administrative tasks. - Coordinated information and followed up on outstanding documentation. - Maintained accurate records while working with confidential financial information. - Communicated with clients and stakeholders through email and other online platforms.
JPMorgan Chase & Co., full_time
Jan 2016 to Aug 2021
- Assisted customers with banking and credit card enquiries through phone-based customer service. - Handled account-related concerns while maintaining accuracy, professionalism, and confidentiality. - Followed established processes and compliance requirements when handling customer information. - Resolved customer concerns and provided clear, professional communication. - Maintained strong attention to detail while managing multiple customer interactions.
Telstra by TeleTech, full_time
Jan 2016 to Jan 2019
- Provided customer support for billing, account, sales, and service-related enquiries. - Assisted customers with account concerns and identified appropriate solutions. - Managed customer interactions while maintaining service quality and professionalism. - Supported retention and sales activities through consultative communication. - Accurately documented customer interactions and account information.
Wipro Limited, full_time
Apr 2013 to Dec 2015
- Reviewed and processed customer and financial information according to established guidelines. - Performed detailed document and data reviews with a strong focus on accuracy. - Maintained confidential records and followed compliance and quality-control procedures. - Managed multiple cases while meeting productivity and accuracy requirements.