Hi! I’m Jei—a reliable and detail-oriented remote professional with a strong background in financial services, bookkeeping support, and executive-level task management. With over 3 years of experience in customer support, financial advising, and backend operations, I bring a perfect blend of financial accuracy and administrative efficiency to any business.
Financial & Bookkeeping Support:
I have hands-on experience in reviewing financial records, supporting tax return preparation, tracking expenses, and working with spreadsheets and ledgers. As a former Financial Advisor, I understand the importance of accuracy, compliance, and client confidentiality. I'm confident in assisting accountants, managing invoices, and maintaining clean financial data.
Executive & Administrative Assistance:
I specialize in managing calendars,
Why Work With Me?
- Strong finance foundation with practical support skills
- Proven leadership in team training and backend systems
- Organized, proactive, and highly dependable
- Tech-savvy with tools like Google Workspace, Excel, and CRM platforms
- Excellent communication and confidentiality handling
Whether you need help staying on top of financial tasks, streamlining executive operations, or improving internal processes—I’m here to make your day easier and your business more efficient.
Let’s work together to keep your business running like clockwork!
Experience: 2 - 5 years
Skilled in using project management and developer collaboration tools such as Jira, Trello, GitHub, and Confluence to track tasks, manage workflows, and facilitate team communication. Experienced in organizing sprints, documenting processes, and coordinating between developers and stakeholders to ensure timely project delivery and smooth development cycles.
Experience: 2 - 5 years
Assisted in coordinating software development tasks by managing timelines, tracking progress, and facilitating communication between technical teams and stakeholders. Supported sprint planning, documentation updates, and task prioritization using tools like Trello, Jira, or internal dashboards. Ensured smooth project flow by helping resolve blockers, following up on deliverables, and maintaining status reports to keep development aligned with business goals.
Experience: Less than 6 months
Experienced in handling high-volume inboxes with efficiency and accuracy. Responsible for organizing emails, responding to client inquiries, filtering spam, flagging urgent messages, and categorizing communication based on priority. Ensured timely follow-ups, maintained professional correspondence, and used tools like Gmail, Outlook, and labeling systems to support smooth executive or team workflows.
Experience: 6 months - 1 year
Experience: Less than 6 months
Experienced in organizing end-to-end travel arrangements including booking flights, accommodations, ground transportation, and preparing detailed itineraries. Skilled at coordinating schedules to optimize time and budget, managing changes or cancellations efficiently, and ensuring seamless travel experiences for executives or teams.
Experience: 6 months - 1 year
Provided comprehensive administrative assistance including managing schedules, organizing documents, handling correspondence, and coordinating meetings. Skilled in maintaining office systems, supporting team communication, and ensuring smooth daily operations to enhance productivity and efficiency.
Experience: 2 - 5 years
Experienced in utilizing AI-powered tools to enhance productivity and accuracy, including AI-driven customer support platforms, task triaging systems, and data analysis applications. Skilled in interpreting AI outputs, managing workflows supported by AI, and collaborating with technical teams to optimize AI tool usage for improved operational efficiency.
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: 6 months - 1 year
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