An experienced administrative professional and Virtual Assistant with 4 years of combined experience supporting insurance, wealth, and real estate teams. Skilled in CRM systems, Microsoft Office applications, data entry, documentation, and records management. Proven ability to quickly adapt to new systems and tools, analyze and verify information with accuracy, exercise strong judgment, maintain documentation in compliance with company procedures, and handle sensitive information with confidentiality. Detail-oriented with a Special Honors bachelor's degree and a track record of delivering timely, accurate, and error-free support to cross-functional teams in fast-paced environments.
Experience: 2 - 5 years
Analyzes and verifies information with accuracy, delivering error-free output.
Experience: 2 - 5 years
Provides timely documentation and record keeping.
Experience: 2 - 5 years
Maintains documentation and record keeping in compliance with company procedures, and handle sensitive information with confidentiality
Experience: 2 - 5 years
Proficient in excel and maximizes the use of formulas for a well organized and clean report.
Experience: 2 - 5 years
Proficient in navigating Xplan.
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- Lukas Rohler
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