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Virtual Assistant with client management and communication expertise
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Competencies
Utilized Data Analyst programs to interpret and organize data for insights.
Performed basic document creation, data entry, and email communication tasks.
Managed client information and interactions using GoHighLevel CRM platform.
Applied adaptability, leadership, teamwork, problem-solving, conflict resolution, and organization in various roles.
Education
Languages
Summary
Dedicated virtual assistant and interpreter with experience in client management, communication, and data handling across finance, healthcare, and retail sectors.
Key Achievements
- Managed client portfolios and scheduled appointments effectively at Alevo.
- Interpreted complex customer service, finance, insurance, and medical calls as L3 SPA-ENG interpreter.
- Completed medical internship providing foundational medical experience.
Experience
Virtual Assistant- Video Presenter
Virtual assistant and video presenter in a finance startup company., Responsible for managing a client portfolio, following up after meetings, and scheduling appointments with financial planners., Responsible of keep update the CMR system with the clients data.
L3 SPA-ENG interpreter
L3 Spanish-English interpreter of customer service, finance, insurance and medical type of calls.
Medical Internship
Finished medical internship
Retail seller
In charge of retail and wholesale sales, Cash register management, Inventory management