You will get Professional Virtual Assistant | Admin Support | Market Researcher
Top Rated
Project details
My background is a blend of commercial finance and investor relations. Currently, I am an owner/operator of an Airbnb in a popular tourist destination on the Gulf Coast.
My virtual services include (but are not limited to) Order Management, Calendar Management, Records Management, Form Creation, Social Media Engagement, Real Estate, Data Entry, Executive Support, Invoicing, Bookkeeping, Project Management, and General Human Resource tasks.
Why choose me? I have provided outstanding administrative support and customer service for over 25 years. I am resourceful and respectful. I have high energy and believe in providing high-quality work that exceeds expectations and creates repeat clients.
👇Expert Virtual Assistance👇
✔️Communication Management
✔️ Market Research
✔️ Customer Support
✔️ Vendor On-Boarding
✔️ Hubspot CRM
✔️ Admin Support,
👇 Proficient Skills 👇
✔️ Information Organization (files, emails, records, people, data, knowledge)
✔️ Social Media Engagement
✔️ Create and document a Process
✔️ Research: find & compare
✔️ ClickUp, Asana, Monday.com, Canva, Google Workspace, Meta, Zendesk, MailChimp, Trello, AirTable (to name a few)
My virtual services include (but are not limited to) Order Management, Calendar Management, Records Management, Form Creation, Social Media Engagement, Real Estate, Data Entry, Executive Support, Invoicing, Bookkeeping, Project Management, and General Human Resource tasks.
Why choose me? I have provided outstanding administrative support and customer service for over 25 years. I am resourceful and respectful. I have high energy and believe in providing high-quality work that exceeds expectations and creates repeat clients.
👇Expert Virtual Assistance👇
✔️Communication Management
✔️ Market Research
✔️ Customer Support
✔️ Vendor On-Boarding
✔️ Hubspot CRM
✔️ Admin Support,
👇 Proficient Skills 👇
✔️ Information Organization (files, emails, records, people, data, knowledge)
✔️ Social Media Engagement
✔️ Create and document a Process
✔️ Research: find & compare
✔️ ClickUp, Asana, Monday.com, Canva, Google Workspace, Meta, Zendesk, MailChimp, Trello, AirTable (to name a few)
Purpose
BusinessIndustry
Animals & Pets, Arts & Design, Business Services & Consulting, Construction, Energy, Environmental, Events Planning, Fashion & Apparel, Financial Services, Food & Beverage, Gaming, Hardware & Electronics, Legal, Lifestyle, Logistics & Supply Chain Management, Manufacturing & Storage, Marketing & Advertising, Media & Entertainment, Music, Nonprofit, Photography, Real Estate, Retail & Wholesale, Software, Sports & Fitness, Telecommunications, Transportation & Automotive, Travel & Tourism, Wellness, Writing & PublishingLanguage
EnglishWhat's included
| Service Tiers |
Starter
$35
|
Standard
$100
|
Advanced
$180
|
|---|---|---|---|
| Delivery Time | 1 day | 3 days | 5 days |
Number of Revisions | 2 | 6 | 10 |
Number of Hours of Work | 2 | 7 | 12 |
Graph or Table Creation | |||
Formatting & Clean Up | |||
Professional Journal Citations | - | - | - |
Summary |
Optional add-ons
You can add these on the next page.
Additional Revision
+$10
Additional Hour of Work
+$20
Follow Up
(+ 2 Days)
+$100Frequently asked questions
42 reviews
(31)
(6)
(4)
(1)
(0)
This project doesn't have any reviews.
CH
Chad H.
Jun 2, 2026
Investor Relations Coordinator - Brain Health Startup
While Jamie has a basic fundamental understanding of business operating systems such as CRMs and other resources, she is not a team player. She finds problems, not solutions. And she creates problems when she fails to find them. She is very negative and complains more than she shows enthusiasm for her work.
KB
Kyle B.
Mar 12, 2026
Data Entry and Customer Call Support for Account Setup
Highly recommended. Jamie organized the business and gave us the breathing room we needed.
TS
Thomas S.
Feb 17, 2026
Weekly VPN Task and Calendar Entry
great communitcation but job requirements changed on my side negating need to continue
CR
Cyrus R.
May 1, 2025
Virtual Assistant - Sports
I'm sure Jamie is a fine human being. Seems to struggle with common sense and direction. Hired her to do a job which she told me she understood. Then proceeded to want me to do it for her. Bizarre experience.
EN
Emeric N.
Jan 11, 2025
Hubspot leads
About Jamie
Virtual Assistant I Business Consultant I Business Operations Expert
92%
Job Success
Gulf Shores, United States - 6:16 pm local time
With over 30 years of experience in customer service and business across multiple industries, I adapt quickly and effectively to new environments. I bring a thoughtful, organized, and solutions-focused approach to every engagement.
Recognized for my ability to understand both people and processes, I provide a range of services tailored to support your specific goals and operational needs.
✦Virtual Business Consultant✦
Provide expert advice to help companies improve operations, strategy, marketing, or efficiency. Assess needs, analyze data, develop plans (e.g., for sales, HR, finance), and guide implementation to achieve better performance and profitability. Collaborate with clients remotely to understand challenges and goals.
Highlights
🔹Review documents and projects.
🔹Develop marketing materials and brand awareness strategies.
🔹Optimize workflows and systems.
🔹Set goals and advise on achieving them.
🔹Manage administrative tasks like invoicing and client follow-ups.
🔹Operations and process improvement
🔹Sales, marketing, or go-to-market strategy
🔹Advising leadership on decisions and priorities
✦Underwriting & Sales Support✦
Review a company’s financial health and ability to repay by looking at financial statements, collateral, industry trends, and management. Use this analysis to decide whether to approve or decline loans, help structure deals, stay within guidelines, and manage risk across a portfolio for banks, lenders, or insurers.
Support sales teams with day-to-day admin, analysis, and operations. Help onboard clients, manage the CRM, process financing applications, prep reports, and coordinate with teams like underwriting or operations. Keep everything compliant, manage the sales pipeline, and help field reps close deals—all with the goal of boosting revenue and keeping clients happy.
Highlights
🔹Review and analyze financial statements of businesses seeking loans or insurance
🔹Assess the risk associated with loan applications and insurance policies
🔹Negotiate terms and conditions of loans and insurance policies with clients
🔹Collaborate with sales and account management teams to meet client needs
🔹Monitor existing accounts and update risk assessments as necessary
🔹Ensure compliance with regulatory guidelines and internal policies
🔹Maintain accurate and comprehensive records of underwriting activities
🔹Provide recommendations for approval or denial of loan and insurance applications
✦Director of Investor Relations REIT✦
Work closely with the CEO and CFO to shape and deliver the investor relations strategy. Accurately tell our story about the company’s value, strategy, and investment opportunities so the message is clear and compelling.
Serve as the main point of contact for investors and analysts. Respond to questions and share timely, accurate updates on performance, financials, and forecast the future of the REIT.
Lead the development of investor decks, marketing materials, and private placement memorandums (PPMs), customizing them for different events and audiences.
Highlights
🔹Marketing Material Development
🔹Stakeholder Communication
🔹Relationship Building & Capital Raising
🔹Compliance & Training
🔹File Preparation
🔹Information Gathering
🔹Strategic Messaging
✦Skills✦
🔹Self-discipline and motivation for independent work.
🔹Proficiency with digital collaboration and project management tools.
🔹Problem-Solving & Critical Thinking: Diagnosing issues, developing solutions, and spotting opportunities, like analyzing pricing vs. positioning.
🔹Communication: Clear, concise explanation (no jargon), active listening, and effective virtual presence (video, chat, email).
🔹Strategy & Analysis: Data analysis (spotting trends), research, and creating business plans
🔹Project Management: Organizing tasks, meeting deadlines, managing scope, and guiding change.
🔹Leadership & Influence: Guiding clients, building trust, and facilitating change.
A few of my favorite tools and platforms: HubSpot, Slack, Excel, Monday, Asana, Zendesk, Google Workspace, Airtable, Meta, ChatGPT, MailChimp, Zoom, Salesforce, and Click Up
Steps for completing your project
After purchasing the project, send requirements so Jamie can start the project.
Delivery time starts when Jamie receives requirements from you.
Jamie works on your project following the steps below.
Revisions may occur after the delivery date.
Once I get the project specifics/deliverable from the customer,
I will look it over to make sure I understand. If I need to clarify questionable data. we can hop on a Zoom or quick call. Then I will finish the project before the deadline so that changes can be made if requested by the client.