Jean M. - Executive VA | Calendar & Email Management

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Executive VA | Calendar & Email Management

Manage and organize executive email inbox, ensuring timely responses and prioritization of important messages Handle business communications via messaging platforms, maintaining professional and client-focused interactions Process payroll for Filipino virtual assistants, ensuring accuracy and timeliness Prepare and send invoices to clients, tracking payments and maintaining financial records Coordinate and manage executive calendar, including scheduling, rescheduling, and optimizing appointments Conduct follow-ups and confirm client appointments for insurance services Support appointment setting efforts by contacting potential and existing clients Maintain organized records of client interactions, appointments, and transactions Assist in streamlining administrative workflows to improve efficiency Skills & Qualifications: Proven experience as an Executive Virtual Assistant or similar administrative role Strong written and verbal English communication skills Excellent organizational and time management abilities Proficiency in email management, calendar tools, and basic accounting/invoicing systems Ability to multitask and prioritize in a fast-paced remote work environment High level of discretion and professionalism when handling sensitive information Work Environment: Remote position supporting a U.S.-based insurance business Requires flexibility to align with the client’s time zone when necessary Core Strengths: Reliability and accountability Attention to detail Strong follow-through and initiative Client-focused mindset

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Hire Jean for: VA for Insurance, VA for Healthcare, VA for Finance, VA for Law Firms, VA for Small Business