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You will get Virtual Assistant for Short Term Projects
Project details
Anything from Client Relations Assistance to CRM inputting... I can do just about anything. I created a small video presentation on who I am and what I do... I hope we can work together!
Purpose
BusinessIndustry
Animals & Pets, Construction, Data Analytics, Ecommerce, Education, Engineering, Environmental, Events Planning, Financial Services, Government & Public Sector, Legal, Logistics & Supply Chain Management, Nonprofit, Travel & TourismLanguage
EnglishWhat's included $750
These options are included with the project scope.
$750
- Delivery Time 5 days
- Number of Hours of Work 40
- Basic Photo Editing
- Organize & Classify/Tag Files
- Formatting & Clean Up
- Project Management Support
- Travel Planning
Optional add-ons
You can add these on the next page.
Fast 3 Days Delivery
+$1,000
Additional Hour of Work
+$32About Megan
Virtual Assistant focused on Financial Services, PR & Brand Strategy
Land O' Lakes, United States - 10:25 pm local time
I have completed tasks during my time as a 8-5 office manager for 7 years. That included starting out at the ripe age of 22 and creating a name for myself. In a wealth management firm I was able to become an asset to over 6 financial advisors, with books of business over 500 clients each. Keeping their books of business inline, making sure they were each a designated fiduciary to their clients. Also making sure they were organized and on top of their responsibilities. Taking off the heat off of them from day to day "simple" tasks I would handle all communications and streamline as needed.
After that, I become an Claims Adjuster for a fortune 500 company, being a claims adjuster you have to be able to read and understand contracts, terms and conditions, and able to verbalize to multiple businesses on behalf of the company but also allowing the customer being top priority. This is a strong suit in my business model, making decisions independently, while following the rules and regulations. These two career paths have indicated I am a hard working individual ready to make a leap and do what I am truly am passionate about. That is putting my work ethic and my skills into a business that is in need of assistance. I have completed multiple compliance courses, always will & always have passed the federal background check, I am always engaging in completing the task at hand and giving 100% of my efforts 100% of the time.
My work reflects me and who I am. I am able to provide you with the most effective management and/or assistance for your business, along with a creative side that will allow you to stand out. I have created an array of platforms, business plans, marketing materials and social media accounts for businesses that are in need of a fresh look or even a start up. My ideas are brought to life by always providing excellent management skills and opportunities of communication at any time to allow us to work together collectively.
My skill sets are mainly focused in client relationships, building a client base and retaining the clients are you already have. As a previous professional office manager I have collected many ideas and resources to always empower your business. I also have a business processing background, that includes but not limited to, application processing, TOD's, LOA's, CRM data input and collective data retention. I am able to create marketing material for any business platform, that includes but not limited to brochures, email generations, email marketing, social media platforms (also included per-authorization from your compliance manager). Branding, logos, website build-outs, creating the brand for any organization. I have worked with platforms such as eMoney, Salesforce (and multiple CRM platforms Zoho, Pipeline, etc.) The basics MS Excel, MS Word (avg. 80 wpm), MS Office, Adobe, Outlook; MAC Numbers, Pages, Keynote. I have managed multiple books of business at a time, keeping all advisors or business professionals inline. With that being said, I have experience in training current staff of processes and procedures. These are all listed and many more that I have experience with.
While I enjoy taking the time at helping create that business plan and completing deadlines beyond measure. I also wanted to include who I am as a person. I am a creative, energetic, well organized and type A individual. I will enjoy working with you and your organization at anytime, day or night and building our business relationship for future needs.
Steps for completing your project
After purchasing the project, send requirements so Megan can start the project.
Delivery time starts when Megan receives requirements from you.
Megan works on your project following the steps below.
Revisions may occur after the delivery date.
Let's get to know each other, the business and how we can work together.
I have been a VA for nearly 2 years & I am ready to expand my business in helping you expand yours! Let me know what you need from a VA and what I can do to assist you the best way possible.