General Virtual Assistants

 

 

General Admin

Manage incoming emails, mail, faxes & message bank. Schedule appointments, meetings and events.

 

 

Data Entry

CRM, google sheet, excel and website data entry.

Reception

Responsible for responding to outbound and inbound written and phone enquiries.

 

 

Document Maintenance

Maintain and organise files in clients' data base.

Client Care

Respond to client enquiries, answer questions, and resolve any issues that may arise.

 

 

Financial Support

Prepare and maintain financial and business documentation.

 

 

Loan Application Servicing

Review loan applications and process approved loan requests.

 

 

 

 

Sales

Initiate client communication to introduce service and close deals.

 

 

 

 

 

Executive Assistants

 

 

Expense Management

Managing and documenting financial expenses.

 

 

Schedule Management

Managing appointments, meetings and other important events.

General Administration

Manage incoming emails, mail, faxes & message bank.

 

 

Reporting

Assist with management reporting on a monthly basis or as required.

Reception

Making and receiving calls to and from clients and suppliers.

 

 

Data Entry

Preparing documents and other materials for reports and other business presentations.

 

 

 

Others...

 

 

Retention

Insurance Retention, Financial Planning Retention, and Mortgage Retention

 

 

Quality Assurance

Interpret and implement quality assurance standards.

 

 

Underwriting

Liaise with both clients and insurers for insurance applications