A seasoned executive Virtual Assistant with a variety of talents. A skilled communicator through phone and email, able to maintain cultural sensitivity, establish rapport with members of diverse groups, and promote team cohesion. Highly organized and independent, able to effectively coordinate tasks to accomplish projects with timeliness and creativity. A self-published author and freelance editor.
Skills & Abilities
·Highly proficient in Microsoft Office suite with a high degree of general computer literacy.
·Motivated self-starter with excellent time-management skills.
·Exceptional listener and communicator both verbally and in writing.
·Results-driven and detail-oriented achiever with exemplary planning and organizational skills.
·Patient and friendly team member who is comfortable working alone or as part of a group.
·Flexible, adaptive, able to handle multiple priorities.
VIRTUAL ASSISTANT LPL FINANCIAL JULY 2018 TO FEBRUARY 2020
·Following Mr. Lawrence Greenfield’s broker/dealer change to LPL Financial, responsible for database entries and maintenance, appointment scheduling, client assistance and communication, forms and paperwork generation, notification management, and special project manager for office projects. Released following a merger with another financial planner’s office who had existing staff.
VIRTUAL ASSISTANT ARETE WEALTH MANAGEMENT AUGUST 2012 TO JULY 2018
·Resuming duties with Mr. Greenfield, responsible for database entries and maintenance, appointment scheduling, client assistance and communication, and special project manager. In November 2013, Jonathan Greenfield sold his practice to his brother, Lawrence Greenfield. Maintaining business relationship with the same duties.
WRITING CONTRACTOR STARDOCK MARCH 2015 TO SEPTEMBER 2015
·Working on special projects for new computer game releases. Primarily acting as an editor for several game manuals with specific deadlines, as well as proofreading special IP writing projects.
FULL-TIME NANNY MR. JONATHAN ST. JOHN JUNE 2010 TO AUGUST 2012
·Caretaker for two children, ages 3 and 5 when I began. Responsible for mealtime and changing, naptime and interactive play, driving to and from school once children entered and assisting with homework and bedtime.
EXECUTIVE ASSISTANT MR. JONATHAN GREENFIELD NOVEMBER 2006 TO JUNE 2010
·Working directly under Jonathan Greenfield, an independent financial planner. Primarily responsible for organizing financial seminars to the general public; such duties consisted of communicating with chosen venues, managing invitations and mailing lists, tracking and confirming guest lists, renting necessary equipment, and scheduling appointments with potential new clients once seminars concluded. Also responsible for general administration duties, such as keeping Mr. Greenfield’s calendar, ordering office supplies, proofreading letters and announcements, communicating with clearing firms and financial companies that Mr. Greenfield was appointed with, paperwork processing, filing, and following up on client activities.
CO-OWNER COLLEEN’S CLEANING CO. FEBRUARY 2005 TO NOVEMBER 2006
·A family-operated maid service. Daily tasks consisted of scheduling estimates for potential clients, general business banking, existing client correspondence, as well as thorough and efficient cleaning services.
ADMISSIONS CLERK LA SIERRA UNIVERSITY MARCH 2003 TO DECEMBER 2003
·Serving as a data entry clerk for the university’s Admissions Office. Primary duties included, but were not limited to, entering new applicants into the office database, call transferring, filing, and personal assistance to students, faculty and visitors through e-mail and letter correspondence.
CUSTOMER RELATIONS AGENT ELAN GMK, INC. MAY 2002 TO JANUARY 2003
·Responsible for proactively communicating with potential customers, as well as providing thorough and up-to-date contact information utilized by the company sales managers.
CORPORATE SECRETARY WOLCOTT AUDIO MAY 2001 TO SEPTEMBER 2001
·Accountable for receiving, delivering and recording correspondence between customers and corporate offices for the company. Daily tasks included interacting with vendors to maintain audio parts supplies, assisting in software installation, and providing general personnel support.
HIGH SCHOOL DIPLOMA 2002 GRACE BRETHREN HIGH SCHOOL
COLLEGE CREDIT 2003 LA SIERRA UNIVERSITY