I help business owners and busy executives get their operations under control, clean CRMs, documented workflows, AI-powered automation, and SOPs that let the business run without everything depending on one person's memory.
I started on Upwork building my 100% Job Success Score and Top Rated Plus status the way most freelancers do: saying yes to a wide range of work, appointment setting, lead generation, virtual assistance, while figuring out where I add the most value. Since 2023, my focus has shifted fully to what I enjoy and I'm best at, executive support, CRM automation, and operations systems. Much of that specialized work happens directly with long-term clients, including several who started with me here on Upwork, so you'll see it most clearly in my portfolio and case studies below.
What I help with:
Executive & Operations Support - Inbox and calendar management, task tracking, SOP creation, team handoff processes, owner dashboards.
CRM & Automation - HubSpot, JobNimbus, ClickUp, HighLevel, and Zapier-based workflows: lead routing, follow-up automation, reminders, and processes that cut manual admin without sacrificing accuracy.
AI-Augmented Workflows - Using AI tools to speed up reporting, communication, and repetitive admin work, with a human check on accuracy at every step.
Financial Operations Visibility - QuickBooks Online/Desktop, reconciliations, month-end support, and bookkeeping cleanup so your operations and your numbers tell the same story.
Before freelancing, I spent 13 years in institutional financial operations, including roles at Raymond James, Itaú International Securities, and Boreal Capital Management, which is where the accuracy and structure I bring to building systems comes from. I'm also bilingual (English/Spanish).
If you need someone who can walk into operational chaos, figure out what's actually broken, and build the systems and automations to fix it, let's talk.
Credentials: FINRA Series 99 | SIE | IRS Certified Tax Preparer | Licensed Life Insurance Agent
Bilingual: Native English & Spanish
Fully remote | U.S.-based in Miami | Responsive within hours
Calendar Management
Executive Support
Virtual Assistance
AI Implementation
CRM Automation
Operations Management Software
Process Improvement
Task Automation
Intuit QuickBooks
Client Management
Business Operations
Project Management
Bookkeeping
HubSpot
ClickUp
HighLevel
Zapier
Process Documentation
Notion
Email Management
Natalia V.
Miami, Florida
$15/hr
5.0
7 jobs
INDUSTRIAL DESIGNER
ABOUT ME
I am an Industrial design from Medellin born in March 14 of 1994, with abilities like
interacting with people, following and learning fast about new things, good at work
team. In my career I have been working with marketing as free lance, interior
design, furniture and also with packing. I was an aupair (intercultural exchange) I
spent one year and half improving my English, getting to know the culture, new in
people and places
Actually I am working mostly in translation and data entry
Data Entry
General Transcription
Construction Document Preparation
Logo Design
2D Design & Drawings
Brigitte C.
Miami, Florida
$50/hr
5.0
17 jobs
Hello, I'm Brigitte — I am a very organized, reliable, and hardworking Virtual Executive Assistant / Administrator with several years of experience. Need an admin, operations, or project support task done that you do not have time for? I am here to help you!
I have supported Directors, Consultants, Founders, CEOs, and business owners across industries such as Real Estate, Technology, Financial Services, Banking, Professional Services, Healthcare, and service-based businesses.
In addition, I have experience in Operations, Project Coordination, Client Communication, Business Administration, Executive Support, and AI-powered workflow support.
I have a creative side as well and enjoy helping with tasks that require organization, research, problem-solving, process improvement, and clear communication.
Key skills and services include:
Executive & Administrative Support
* Executive assistant support for founders, CEOs, directors, consultants, and business owners
* Complex calendar management, scheduling, rescheduling, and meeting coordination
* Inbox management, email organization, follow-ups, and professional communication
* Travel coordination, appointment scheduling, and day-to-day administrative support
* Online research and information organization
* Preparing bilingual written or online materials in English, Spanish, and Portuguese
Project & Operations Support
* Project management and task coordination
* Tracking deadlines, deliverables, and priorities
* Team follow-up and progress updates
* Organizing workflows, processes, and internal systems
* Creating reports, summaries, SOPs, and organized documentation
AI & Productivity Support
* Using AI tools such as ChatGPT and Claude to support research, drafting, organization, and workflow improvement
* Helping organize information, simplify processes, and improve productivity using AI-assisted tools
* Creating clear instructions, templates, checklists, and process documents with AI support
* Using AI to help manage repetitive administrative tasks more efficiently
Client, Vendor & Team Communication
* Client communication and customer service support
* Vendor, supplier, and contractor follow-up
* Coordinating between executives, clients, team members, and external partners
* Communicating effectively and confidently with people at all levels
Business & Finance Support
* Bookkeeping, invoice tracking, expense management, and accounting follow-up
* Understanding of business operations, including budgeting, contracts, invoicing, time management, and follow-up
* CRM updates, spreadsheet management, database organization, and online platform support
Tools & Systems
* Google Workspace and Microsoft Office
* ClickUp, Asana, Notion, MondayDOTcom, Trello and similar project management tools
* CRM systems, spreadsheets, databases, and online platforms
* AI tools such as ChatGPT and Claude for drafting, research, organization, documentation, and productivity support
I can assist you with one-off jobs or ongoing work, big or small.
I am very friendly, approachable, proactive, and reliable, and I would love to hear from you!
Calendar Management
Administrative Support
Executive Support
Bookkeeping
Project Management
Operations Analytics
Business Process Management
Process Improvement
Customer Relationship Management
Team Management
Email Management
Travel Planning
Procedure Development
Vendor Management
Endia L.
Miami, Florida
$45/hr
5.0
6 jobs
✨ A tarot card was drawn for you today 🔮
The Wheel of Fortune suggests favorable timing and opportunity is opening up. This is your sign to book a business strategy call with your right-hand woman.
I'm Endia, your funny, supportive, organized right-hand woman who helps keep the behind-the-scenes magic running smoothly. You're out here building something amazing, saying yes to opportunities, juggling all the moving pieces...and suddenly you're wearing 18 hats and wondering why your brain has 32 tabs open.
I help creative online business owners build businesses that fit their lives instead of running their lives. Think coaches, creatives, authors, freelancers, spiritual businesses, and people building businesses outside of the 'normal' path. I’m very intentional about long-term partnerships. I’m not looking to jump in, complete random tasks, and disappear. I really enjoy becoming part of a business and growing alongside the people I support.
🪬 You want things to feel less chaotic and more like, 'Okay... I actually know what's going on in my business today.'
🪬 Your Google Drive feels like a treasure hunt and somehow the file you need disappears exactly when you need it most.
🪬 You're spending way too much time in your inbox, updating things, and handling little tasks instead of doing the work you actually enjoy.
🪬Projects are running on vibes, sticky notes, and crossed fingers instead of actual systems.
🪬 You have big ideas and exciting goals, but getting from 'this would be amazing' to 'done and launched' feels messy.
🪬 Your brain currently has 47 tabs open and at least 12 of them are playing music.
🪬 You need someone helping keep the wheels turning so everything doesn't land back on your shoulders.
When we work together:
🪷 You finally have a business bestie/right-hand woman who's celebrating your wins, catching things before they slip through the cracks, and reminding you that no, you do not have to do everything yourself.
🪷 Things feel smoother. Less scrambling, less searching, fewer 'wait... where did I put that?' moments.
🪷 You stop spending your evenings answering emails, hunting for links, and wondering where half your day went.
🪷 Projects stop feeling chaotic and start feeling manageable.
🪷 You'll know what needs to happen next instead of guessing your way through it.
Whether you believe in signs, timing, or just good business decisions, if you're looking for someone to bring calm to your chaos, I'd love to chat. After we chat, I'll put together support that actually fits you, because every business has its own personality and rhythm.
I can't wait to meet you! 😊
Calendar Management
Administrative Support
Data Entry
Virtual Assistance
Expense Reporting
Project Management
Email Management
Topic Research
Travel Itinerary
Customer Onboarding
Google Workspace
Trello
Canva
Post Scheduling
Copy Editing
Podcast Production
Amber G.
Miami, Florida
$35/hr
5.0
1 jobs
Solutions-oriented Executive Assistant with an aptitude for anticipating needs and expanding executive bandwidth. Specializes in streamlining processes, coordinating complex schedules, curating high ROI, low-cost events, and driving large-scale cross-functional initiatives from concept to completion. Excels at navigating a fast-paced environment with tact and flexibility. Maintains a consistent presence of integrity and accountability. Models organization values and guiding principles; exercises discretion, and consistently demonstrates alignment with leadership. Approachable, coachable, and responsive with a passion for developing systems and processes to cut costs and accelerate productivity.
Calendar Management
Administrative Support
Data Entry
Microsoft Office
Scheduling
Virtual Assistance
Business Correspondence
Customer Service
Travel Planning
Receptionist Skills
Project Management
Email
Expense Reporting
Process Architecture
Event Management
Andrea Gabriela R.
Miami, Florida
$50/hr
5.0
11 jobs
I’m a certified Project Management Professional (PMP) with more than 20 years of experience helping founders, executives, and growing companies manage projects, organize operations, and get things done.
I’ve worked as a Project Manager, Chief of Staff, Fractional COO, and Executive Assistant. I’m flexible and hands-on. For me, the title is not the most important thing. What matters is understanding what you need and stepping in where I can add the most value. I can help with:
• PROJECT MANAGEMENT: planning, execution, timelines, deliverables, risks, and stakeholder coordination.
• OPERATIONS: priorities, workflows, processes, SOPs, and continuous improvement.
• EXECUTIVE SUPPORT: follow-ups, meetings, reporting, coordination, and administrative support.
• TEAM COORDINATION: priorities, follow-ups, accountability, removing roadblocks, and keeping work moving.
• SYSTEMS & AUTOMATION: Monday . com, ClickUp, workflow improvement, and practical AI automation.
I’m naturally solution-oriented. When a challenge comes up, I look for ways to solve it, remove roadblocks, and keep things moving forward. I take ownership, follow through, and make sure things get done.
I’ve worked across technology, construction, financial services, insurance, retail, and professional services, so I adapt quickly to different businesses and ways of working.
I’m happy to discuss the scope, hours, and working arrangement based on your needs.
Let’s talk.
Project Workflows
Project Management
Project Planning
Project Scheduling
Project Budget
Project Timelines
Project Risk Management
Project Management Office
Project Management Professional
Communications
Decision Making
Problem Resolution
Process Development
Process Improvement
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Emerald Tiger
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David Merry
Kinetic Investments
“Our very specific requirements can be a challenge—With Upwork, we’re able to access a bigger community to ensure the success of our projects.”
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Katja Krohn
Summa Linguae
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