VIRTUAL ASSISTANT | Fidelis Tax and Accounting | The VA Group January 2023 - Present Simplify workflow for Fidelis Tax and Accounting employees and clients through streamlined procedures. Gather, upload, and organize documents in client folders for easy accessibility. Generate daily reports, tracking call, message, and meeting logs for colleagues. Monitor client account updates on the portal and check QuickBooks runtime for employees. Develop fillable PDF files for both employees and clients. Organize spreadsheets for efficient data lookup. Conduct follow-up emails with clients regarding tax documents and clarifications. Create projects for Enrolled Agents to enhance organization and workflow in tax reviews. EXECUTIVE VIRTUAL ASSISTANT | We Greaux People | V.I.P.S. Virtual Internet Professional Specialist November 2022 - December 2022 Provide comprehensive administrative support as an Executive Virtual Assistant. Manage database, CRM, and scheduling for efficient operations. Handle email management and basic administrative tasks. Represent clients in meetings, liaising with key contacts. Organize documents, notes, and support listing activities. Ensure timely and efficient fulfillment of client needs. CUSTOMER SERVICE REPRESENTATIVE I I I | Norton LifeLock | Qualfon Dumaguete Philippines Inc. January 2022 - November 2022 Ensure the highest quality of service and security for Norton LifeLock customers. Assist customers with device and identity security, offering support for various security incidents. Guide customers through due process based on their subscriptions. Support and advise customers in disputing suspicious activities. Dedicate efforts to ensuring customer security by offering essential support and knowledge. ENGLISH AS A SECOND LANGUAGE TEACHER October 2017 - December 2021 | Engoo Tutors December 2015 - September 2017 | RareJob Philippines Inc. In my role as an English as a Second Language (ESL) teacher, I work with students of diverse ages and proficiency levels. Provide instruction at elementary, secondary, post-secondary, and adult education levels. Develop comprehensive ESL curricula covering various language aspects, including grammar, writing, and pronunciation. Aim to equip students with essential tools for language proficiency and cultivate a deeper understanding and appreciation of English. REAL ESTATE VIRTUAL ASSISTANT | MyOutDesk October 2015 - December 2015 Real Estate Virtual Assistant specializing in property searches and lead generation. Provide up-to-date market insights and efficient organization of information. Identify potential properties, compile reports, and maintain accurate transaction records. Assist clients in making well-informed decisions by offering optimal property options. CUSTOMER SERVICE REPRESENTATIVE II | Anthem HIX | TeleTech Dumaguete September 2014 - October 2015 As a Customer Service Representative II at Anthem HIX, I verify patient eligibility, benefits, and claim status. Handle highly sensitive and protected health information with utmost accuracy. Prioritize customer satisfaction, build strong relationships with clients. Dedicated to providing up-to-date and accurate information. Constantly seek ways to enhance processes for delivering the highest quality service. LPS TSG AND REO SEARCHER | Data Service Group | Qualfon Dumaguete Philippines Inc. April 2013 - September 2014 Specialize in processing property-related documents in the United States. Conduct meticulous reviews of deeds of trust, mortgages, and related files to prevent costly errors. Ensure the smooth progression of the process, aiding in clarity of rights, obligations, and potential risks for all parties involved.