Proactive Executive Assistant & Operations Support Specialist
Having 4 years of experience supporting C-level executives and business owners across the real estate, mortgage, consulting, fitness, and construction industries has resulted in the following:
Through Executive Assistance:
• Streamlined executive operations by managing calendars, inboxes, meetings, and client communications.
• Organized digital filing systems and maintained accurate business records for seamless day-to-day operations.
• Coordinated with clients, lenders, vendors, and service providers to keep projects and transactions moving forward.
• Ensured deadlines, appointments, and administrative priorities were managed efficiently.
Through Operations & Business Support:
• Managed bookkeeping, account reconciliations, invoicing, payroll, accounts payable, and accounts receivable.
• Maintained accurate financial records using QuickBooks and Xero to support timely reporting.
• Supported lead generation through CRM management, market research, and automated
• Leveraged AI tools and workflow automation to streamline repetitive tasks, improve operational efficiency, and reduce manual work.
Having these experiences has helped my clients improve their operational efficiency, stay organized, and focus more on growing their businesses. I was able to deliver these results using the following tools:
• Executive Assistance: Google Workspace, Microsoft 365,
• Bookkeeping: QuickBooks & Xero.
• AI & Automation: ChatGPT, Claude, Gemini, Zapier, and n8n.
• Business Operations: CRM platforms, workflow automation tools, digital filing systems,
Experience: 2 - 5 years
Effective Executive Assistants do not wait for tasks—they identify what needs to be accomplished and take proactive action. I am not just an Executive Assistant to my clients; I serve as a reliable business partner who treats their goals and responsibilities with care and accountability. With four years of experience, I have supported C-level executives and business owners by managing their daily administrative and operational needs while helping improve business efficiency. I provide virtual support through calendar and email management, client communication, appointment coordination, digital file organization, CRM management, lead generation, bookkeeping, invoicing, payroll support, financial record maintenance, and workflow automation.
Experience: 2 - 5 years
Bookkeeping is the foundation of accurate financial management. My experience in bookkeeping involves maintaining organized and accurate financial records that help businesses stay on top of their finances. I managed the recording and categorization of transactions, performed account reconciliations, prepared invoices, processed payroll, and supported accounts payable and receivable. I also reviewed financial data for accuracy, uploaded and reconciled transactions in QuickBooks and Xero, tracked payments, and ensured financial records were complete and up to date for timely reporting and smooth business operations.
Experience: 6 months - 1 year
My experience in administrative support involved overseeing daily operations, including inbox management, calendar scheduling, and the organization of efficient digital filing systems. I maintained accurate databases, prepared comprehensive reports, and handled sensitive records in compliance with data privacy standards. I also drafted, edited, and proofread official correspondence, meeting minutes, and instructional or promotional materials to ensure clear, accurate, and professional communication.
Experience: 1 - 2 years
My experience in administrative and financial support involved managing executive calendars, coordinating meetings and appointments, and organizing email communications to ensure priorities were handled efficiently. I also prepared detailed meeting minutes, recorded key discussions, and tracked action items and follow-up tasks. In addition, I supported bookkeeping operations by uploading and categorizing financial transactions, reconciling records in QuickBooks and Xero, and managing client billing and expense tracking to maintain accurate records and smooth payment cycles.
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