I will serve as your part time Virtual Assistant

serve as your part time Virtual Assistant

About This Gig

I will spend the vast majority of my time working on client-servicing activities, so that you can focus your efforts on growing your business successfully.

Functional Responsibilities (Services):

  • Coordinate and execute service activities, such as Onboarding new clients, resolving Service Requests, gathering and compiling data for client meetings, maintaining client files and handling day-to-day client requests.
  • Assist in establishing the parameters of a project with a client
  • Assist with the development of training materials and manuals
  • Process tasks and resolve issues in a timely and accurate manner
  • Manage relationships with clients and internal and external resource providers
  • Partner with Senior Advisors and Service Advisors to fulfill client requests and resolve service-related issues and inquiries
  • Clerical Support
  • Data Entry
  • Word Processing/Spreadsheets/PowerPoint Presentations
  • Research
  • Email Correspondence/Letter Writing

Order Details

30 Days of Virtual Assistance

Administrative Support

29 days delivery