Ana R.
Mid-Level Administrative Virtual Assistant
Open to offersNew to PlatformAbout
Ana R. is a highly effective virtual assistant with over four years of experience, specializing in paraplanning, administrative support, and social media management. Operating out of Bacolod City, Philippines, she serves international clients, offering expertise in CRM management and content creation using industry-standard tools such as Canva, Meta Business Suite, and Google Workspace. She has a track record of enhancing operational efficiency, having reduced errors by 20% through rigorous compliance checks and quality control at Australia Simply Advice & Venture Egg Financial Services. Ana has managed over 200 client accounts, fostering improved document submission timeliness through proactive communication. In her role as a marketing assistant at USA Samson Properties, she designed brand-aligned marketing materials, enhancing client satisfaction by 15%. Ana R.'s proficiency extends to comprehensive client relationship management, delivering detail-oriented support, including document preparation, lead generation, and content scheduling. She holds formal training in social media management, Google Ads, and CRM systems.
Why hire me
I am a dedicated professional with a proven track record in enhancing operational efficiency and delivering exceptional service. My diverse skill set allows me to adapt to various roles, ensuring that I meet the unique needs of each employer. With my extensive experience, I excel in streamlining processes and fostering positive relationships with clients and colleagues alike. I am committed to contributing to a productive work environment and driving success for the team and the organization as a whole. By hiring me, employers can expect a proactive approach, strong problem-solving abilities, and a focus on achieving results that align with business goals. I am eager to bring my expertise to a new opportunity and make a meaningful impact.
Experience
Administrative & Financial Support Specialist | Paraplanner
Australia Simply Advice & Venture Egg Financial Services · 2024 — 2025Organized client files and Statements of Advice (SOAs), ensuring compliance through thorough checks and reducing errors. Managed a portfolio of over 200 client accounts by coordinating schedules and following up via calls and emails. Maintained CRM records and digital files while ensuring confidentiality and compliance, contributing to improved workflow efficiency.YouTube Research Assistant | Content Research Specialist (Project-Based)
USA Finest Trends · 2023 — 2023Managed daily operations for an online store, including product listings and customer inquiries. Developed promotional content and graphics using Canva and PhotoRoom, while maintaining customer communication and processing orders.Marketing Assistant | Content Designer (Project-Based)
USA Samson Properties · 2021 — 2022Gathered and analyzed data to support content strategy for the YouTube platform. Assisted in recruiting candidates through social media and networking, while managing schedules and communications. Created visually aligned marketing materials using Canva and coordinated with print vendors for timely delivery.Cold Caller (Part-Time)
Legacy Troops (Florida, USA) · 2022 — 2022Conducted cold calls to generate leads and identify property sellers. Gathered property information and scheduled follow-up calls with the Closing Team.E-Commerce Store Owner / Online Seller
Online Business · 2016 — 2019Oversaw an online store's operations, managing product pricing, promotions, and customer support. Promoted products through social media and tracked customer payments to ensure accurate order fulfillment.
Skills & Expertise
Education
- Associate in Computer Information TechnologyBago City College · — — 2023
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