Mitzi M.
Virtual Assistant
Actively lookingNew to PlatformAbout
Dedicated Virtual Assistant and administrative professional with 13+ years of combined experience in administrative support, records management, customer service, scheduling, and data management. Experienced in handling confidential records, managing calendars, coordinating meetings, maintaining CRM databases, preparing reports, and providing excellent client support. Highly organized, detail-oriented, and proficient in Microsoft Office, Google Workspace, Canva, CRM systems, and cloud-based collaboration tools. Able to work independently in remote environments while consistently meeting deadlines and maintaining accuracy.
Why hire me
You should hire me because I bring a strong combination of administrative precision, business acumen, and proactive problem-solving. With nearly seven years of experience as a school registrar, I have built expertise in compliance, data management, and handling high-volume documentation with accuracy and confidentiality. I am skilled in organizing complex information, creating efficient tracking systems using Google Workspace and Excel, and transforming disorganized data into clear, actionable processes. My experience as a Financial Wealth Planner has strengthened my ability to manage CRM pipelines, conduct outbound prospecting, assess client needs, and handle high-pressure situations professionally. This blend of operational efficiency and client-focused service allows me to contribute both behind the scenes and in client-facing roles. I work independently, improve workflows, and create systems that save time, strengthen operations, and support business growth.
Experience
Financial Wealth Planner
FWD Insurance · 2022 — 2024Managed CRM records and client databases. Scheduled appointments and maintained calendars. Conducted client follow-ups via email, phone, and messaging. Prepared financial proposals and client documentation. Maintained accurate digital filing systems. Coordinated with internal teams to ensure timely document processing. Delivered exceptional customer service throughout the client journey.School Registrar
St. Mary’s Academy of San Nicolas · 2011 — 2018Managed confidential records and maintained accurate digital databases. Processed enrollment, registration, and documentation requests with high accuracy. Prepared reports, certifications, transcripts, and official documents. Provided administrative support to students, parents, faculty, and administrators. Coordinated appointments, schedules, and office communications. Organized electronic and physical filing systems for efficient document retrieval. Generated reports using Microsoft Excel and school information systems.
Skills & Expertise
Education
- Master of Arts in Vocational Education - with unitsCebu Technological University · 2022 — Present
- Bachelor of Secondary EducationCebu Technological University - Main Campus · 2007 — 2011
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