General Virtual Assistants
Manage incoming emails, mail, faxes & message bank. Schedule appointments, meetings and events.
CRM, google sheet, excel and website data entry.
Responsible for responding to outbound and inbound written and phone enquiries.
Maintain and organise files in clients' data base.
Respond to client enquiries, answer questions, and resolve any issues that may arise.
Prepare and maintain financial and business documentation.
Review loan applications and process approved loan requests.
Initiate client communication to introduce service and close deals.
Managing and documenting financial expenses.
Managing appointments, meetings and other important events.
Manage incoming emails, mail, faxes & message bank.
Assist with management reporting on a monthly basis or as required.
Making and receiving calls to and from clients and suppliers.
Preparing documents and other materials for reports and other business presentations.
Insurance Retention, Financial Planning Retention, and Mortgage Retention
Interpret and implement quality assurance standards.
Liaise with both clients and insurers for insurance applications