What We Do
We offer virtual assistant services in almost all aspects of business. Let us handle the greater part of your work-related or personal tasks so you can devote yourself to accomplishing what matters most.
Executive Assistant
Gets your business and personal life organized.
- Manages your calls and emails
- Acts as the point of contact between you and your executives, employees and clients
- Facilitates internal communications (e.g., distributes schedules, releases memorandums, etc.)
- Responds promptly to your managers’ queries on your behalf
- Plans your appointments and events
- Makes travel arrangements
- Shares efficient ways to run your businesss
- Reviews and recommends improvements to your company policies
- Troubleshoots your work-related problems
General Admin Assistant
Handles daily clerical, and administrative tasks among others.
- Manages electronic and printed company files
- Routes internal communications and documents
- Keeps company manuals and brochures updated
- Attends meetings and takes minutes virtually
- Gathers information as needed and instructed in the assigned tasks
- Handles customers
- Orients new employees
- Manages projects
Sales and Marketing
Streamlines your marketing campaigns.
- Promoting the company’s existing brands and introducing new products & Services to the market.
- Analyzing budgets, preparing annual budget plans, scheduling expenditures, and ensuring that the sales team meets their quotas and goals.
- Researching and developing marketing opportunities and plans, understanding consumer requirements, identifying market trends, and suggesting system improvements
- Gathering, investigating, and summarizing market data and trends to draft reports.
- Implementing new sales plans and advertising.
- Maintaining relationships with important clients by making regular visits, understanding their needs, and anticipating new marketing opportunities.
Project Management and Research
Works with your team from conception to completion.
- Helps supervise everyone working on your projects
- Provides advice on how best to manage your projects
- Conducts Risk Assessment
- Ensures that all the goals for each project are achieved
- Ensures quality standards are met
- Keeps track of and reports on progress
- Recruits subcontractors as needed
- Helps supervise subcontractors to ensure your guidelines are followed
Customer Support
Provides excellent, responsive service to your customers.
- Manages a large volume of calls from your customers each day
- Assists with placement of orders, refunds or exchanges
- Takes payment information and other pertinent information, such as addresses and phone numbers
- Meets both personal and team sales targets as well as call-handling quotas
- Greets your customers warmly before identifying their problem or reason for calling
- Handles their complaints and provides them with appropriate solutions and alternatives within the time limits
- Resolves customer complaints in all official platforms; phone, email, mail, and social media
- Follows up to ensure resolution
Accounting and Bookkeeping
Provides bookkeeping services to maintain consistency in tenses in the run down of tasks
- Develops the system to account for your financial transactions
- Bookkeeping
- Keeps and balances your subsidiary accounts
- Maintains and balances your general ledger
- Files pertinent documents
- Prepares financial reports
- Ensures that you comply with federal, state and local legal requirements
Medical Virtual Assistant / Appointment setter
- Books appointments
- Communicates with patients
- Schedules appointments
- Maintains and updates patient records
- Answers patient inquiries
- Registers new patient records
Human Resources and Recruitment
Plans, directs and coordinates Human Resources and Recruitment Administrative functions for your organization.
- Devises and implements your overall recruiting strategy
- Writes and updates your job descriptions and job specifications
- Prepares recruitment materials
- Posts the jobs you would have an offer to job portals
- Finds and recruits candidates using databases, social media, etc.
- Screens candidates
Acts as the point of contact of and builds influential relationships with candidates during the selection process - Conducts interviews using reliable selection and recruitment methods and tools
- Assesses candidates’ knowledge, work experiences, skills and aptitude
- Onboards new employees
- Provides analytical, well-documented recruiting reports to you and the rest of your staff
- Applies and stays updated on HR best practices
- Promotes your organization as the “best place to work”
Insurance Sales Representative
As an Insurance Sales Representative, you will play a crucial role in promoting our insurance products and services. This will involve engaging with potential clients, showcasing the benefits of our offerings, and effectively closing sales.
- Design and implement effective marketing strategies to sell new insurance contracts or adjust existing ones
- Contact potential clients and create rapport by networking, cold calling, using referrals etc
- Appraise the wishes and demands of business or individual customers and sell the suitable protection plans
- Collect information from clients on their risk profiles in order to offer them the proper solution
- Prepare reports to shareholders on the success of your business endeavors
- Retain continuous awareness of transactions, sales and terms and keep relative records
- Check insurance claims to solidify trust and safeguard reputation
- Frequently replenish job-specific knowledge and apply it on the field
- Fulfill all company-established policy obligations
Servicing Financial Advisors
Responsible for educating clients on the products and services available to help them best utilize their available funds and achieve important monetary goals.
- Meets individually with clients to determine their financial objectives, risk tolerance, income, expenses and assets
- Offers strategic advice on products and services, such as investments, insurance coverage and debt management tools
- Secures stocks and bonds and establishing progressive savings accounts
- Moves money from accounts per industry and federal regulations
- Performs market research to stay current with financial trends
- Prepares financial documents, such as income projections and investment reports
- Maintains compliance with all rules and regulations in the financial industry
- Identifies and pursuing potential clients to maintain a strong client base
