You will get An Industry-Savvy VA for Finance Businesses

Genevieve L.Status: Offline
Genevieve L.

Let a pro handle the details

Buy Administration services from Genevieve, priced and ready to go.
Genevieve L.Status: Offline
Genevieve L.

Let a pro handle the details

Buy Administration services from Genevieve, priced and ready to go.

Project details

Finance professionals need admin support they can trust completely. I bring a background in the finance industry combined with virtual assistant expertise — so I understand the standards, the confidentiality requirements, and the pace of your world.

This starter package includes:
 • Up to 5 hours of virtual assistance
 • Email management and professional correspondence drafting
 • Calendar and meeting scheduling
 • Document creation, formatting and organisation
 • Data entry and spreadsheet support
 • Client communication support

Perfect for financial advisors, accountants, investment professionals, fintech entrepreneurs, and finance consultants who need precise, discreet, and reliable admin support.
Industry
Education, Energy, Financial Services
Language
English

What's included $100

These options are included with the project scope.

$100
  • Delivery Time 5 days
  • Number of Revisions 1
  • Number of Hours of Work 5
    • Organize & Classify/Tag Files
    • Formatting & Clean Up
    • Project Management Support
Genevieve L.Status: Offline

About Genevieve

Genevieve L.Status: Offline
Virtual Assistant for Wellness, Fitness, Travel & Finance Businesses
Singapore, Singapore - 5:59 am local time
I’m a One Kind Virtual Assistant specialising in supporting wellness, fitness, travel & finance businesses — yoga studios, wellness coaches, therapists, retreat organisers, travel companies, tour operators, adventure travel entrepreneurs and finance professionals . This intersection of seemingly unrelated interests is where you’d find me & my One Kind services — using my interests & expertise to deliver positive & sustainable impact to you.

As a One Kind human being recovering from burnout, I have a corporate history spanning the finance, wellness, tourism, and entertainment industries, bringing both industry insight and corporate-grade reliability to every client engagement. I understand wellness, travel & financial businesses from the inside — the language, the clients, the pace, and what it takes to keep operations running smoothly behind the scenes.

I can help you with:
• Email and calendar management
• Travel booking, itinerary research and logistics
• Customer communication and client correspondence
• Document creation and organisation
• Data entry and administrative support

I’m detail-oriented, discreet, and genuinely invested in the industries I serve. I bring professionalism, warmth, and a deep understanding of cross-cultural communication with the ability to adapt my approach to suit varied environments.

Available part-time, based in Singapore (SGT, UTC+8) with flexible availability for clients across Asia, Australia, Europe, and the Americas.

Let’s work together to keep your business organised and thriving!

Steps for completing your project

After purchasing the project, send requirements so Genevieve can start the project.

Delivery time starts when Genevieve receives requirements from you.

Genevieve works on your project following the steps below.

Revisions may occur after the delivery date.

Review & confirm scope of work, deadlines & communication preferences

We will get together to discuss the finer details and also to clarify any gaps and/or questions

Review the work, release payment, and leave feedback to Genevieve.