I'm a detail-oriented Virtual Executive Assistant with almost 3 years of experience supporting C-level executives in the legal and financial technology sectors — backed by a decade of workforce management and operations experience in the BPO industry before that. I bring a rare combination: the precision and process-discipline of a former Workforce Analyst, paired with the adaptability of someone who's thrived across law firms, payment processing, and mortgage operations.
What I bring to the table:
--> Calendar & Inbox Management — I own executive calendars end-to-end, proactively resolving conflicts before they become problems, and manage high-volume communications across
--> Meeting & Project Coordination — From agendas to minutes to action-item follow-through, I keep leadership teams aligned and moving. I've also led SOP documentation initiatives that standardized recurring workflows for scalability.
--> CRM & Business Development Support — Hands-on experience maintaining HubSpot and Salesforce records, supporting referral tracking, and processing merchant/loan applications with accuracy.
--> Travel & Logistics — Domestic travel booking, shipping/logistics coordination, and access/permissions management, handled with the same attention to detail I bring to everything else.
--> Confidentiality & Discretion — I've worked directly with sensitive legal case information and financial data, and I understand that trust is the foundation of any EA-executive relationship.
Tools I'm proficient in: Google Workspace, Microsoft 365, Clio, ClickUp, HubSpot, Salesforce, Slack, Zoom, MS Teams, Canva, Dropbox, GoHighLevel, and mortgage LOS platforms (Velocity, BluMortgage, Encompass).
I don't just execute tasks — I anticipate needs, manage multiple priorities without dropping details, and bring a decade of operational rigor to every workflow I touch.
If you need an EA who can be trusted to run things independently while keeping you fully informed, let's talk.
Experience: 5 - 10 years
I manage high-volume inboxes across email, Messenger, and CRM platforms with strict SLA discipline, including response windows as fast as 2 hours or below.
Experience: 5 - 10 years
I own executive calendars end-to-end — resolving conflicts before they escalate
Experience: 5 - 10 years
Detail-oriented Executive Assistant with 3+ years supporting C-level executives (CEO and COO) across the legal and financial technology sectors, preceded by a decade of workforce management and operations experience in the BPO industry. Skilled in complex calendar and inbox management, cross-functional meeting coordination, travel logistics, CRM administration, and process documentation. Proven ability to manage multiple executive priorities independently, exercise discretion with confidential information, and anticipate needs in fast-paced, remote environments. Proficient across Google Workspace, Microsoft Office, and leading collaboration and CRM platforms.
Experience: 5 - 10 years
I don't just complete recurring tasks — I document them. I've authored SOPs that standardized workflows for scalability, turning tribal knowledge into repeatable systems any team member can follow.
Experience: 2 - 5 years
I have hands-on experience processing merchant and loan applications — from document review and data entry to following up with merchants, processors, and insurance companies for verification. I bring the same precision to financial documentation that I bring to executive support.
Experience: 1 - 2 years
Manage and update CRM records in HubSpot and GoHighLevel (BluMortgage, Encompass and Velocity for the mortgage industry) — contact tracking, referral/lead organization, and data accuracy to support business development and client communications.
Experience: 5 - 10 years
I coordinate meetings end-to-end — agendas, minutes, and distribution of action items — so nothing discussed in a room gets lost once the call ends. Leadership walks away knowing exactly what's next.
Experience: 1 - 2 years
I've supported case management within a family law firm — coordinating case scheduling in Clio, drafting case memos, and keeping documentation organized so attorneys always have the context they need at a glance. I understand that in legal environments, precision and follow-through aren't optional — they're the job.
Experience: 10+ years
Before becoming an EA, I spent a decade in workforce management, owning capacity planning and forecasting to align staffing with projected call volumes. This operational rigor now shows up in how I manage executive priorities — I don't just react to what's urgent, I anticipate what's coming.
Experience: 1 - 2 years
While I haven't managed full-cycle bookkeeping, I have hands-on experience with related financial administrative tasks. In my role as Executive Assistant to the COO at a family law firm, I supported expense tracking and reconciliation. In an earlier VA role supporting a mortgage branch team, I assisted the branch manager with payroll distribution and expense tracking/reconciliation, including preparing payslip-related documentation. Both of these were managed primarily in Excel, where I maintained organized records for accuracy and easy retrieval. I don't have experience yet with dedicated bookkeeping software like QuickBooks or Xero, but given my comfort with Excel-based financial tracking and my process-documentation background, I'd be able to pick up a bookkeeping tool quickly if needed.
Experience: 2 - 5 years
I handle domestic travel booking, shipping logistics, and access/permissions management with the same attention to detail I bring to everything else — so executives can focus on the trip's purpose, not its logistics.
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