Montessa A.
Senior Real Estate Administrative Assistant
Open to offersNew to PlatformAbout
Montessa B. is an experienced Real Estate Virtual Assistant with 14 years of expertise across administrative support, banking, customer relations, executive tasks, sales, and marketing. Her professional background spans the life insurance, real estate, retail, and hospitality industries in the Philippines. Montessa’s responsibilities have included managing complex documentation, coordinating office and team operations, supporting property management, and handling client relationships. She has demonstrated proficiency in data entry and record keeping, sales administration, basic bookkeeping, document preparation, and maintaining accurate and confidential financial records. Her career reflects a strong emphasis on workflow optimization and maintaining operational standards in fast-paced business environments.
Experience
Freelance & Entrepreneurial Experience
Retail Business & Real Estate · 2021 — 2025Oversaw daily operations of a small retail business, including customer support and scheduling, while managing inventory tracking, basic bookkeeping, and coordination with suppliers. Delivered freelance real estate support by managing listings, handling client communications, organizing documentation, responding to online inquiries, following up on leads, and completing administrative tasks.Operations & Team Leadership
Hospitality & Private Firms · 2024 — 2025Supervised daily operations, scheduling, and staff coordination within hospitality and private firms. Compiled administrative reports and promoted workflow efficiency, while supporting team members and maintaining operational standards.Sales & Business Support Roles
Multiple Companies · 2022 — 2022Executed tasks involving sales administration, updates to CRM systems, and tracking of leads. Coordinated communications between clients, sales teams, and management, in addition to supporting business development tasks and monitoring pipeline activities.Licensed Financial Advisor
Company not specified · 2019 — 2021Managed client documentation and onboarding, ensuring follow-ups and maintaining accurate, confidential financial records. Provided customer support and handled ongoing relationship management.Sales & Business Support Roles
Multiple Companies · 2015 — 2019Handled sales administration by maintaining CRM updates and monitoring lead tracking. Prepared quotations, contracts, and reports, as well as managed communication among clients, sales teams, and management. Supported business development and ensured pipeline activities were coordinated.HR & Operations Support
Multiple Companies · 2011 — 2014Delivered administrative and HR support for data entry, employee records, and documentation while organizing both digital and physical filing systems. Assisted with the coordination of recruitment processes, managed onboarding files, and prepared internal reports. Provided operational assistance across departments.
Skills & Expertise
Education
- Bachelors of Science in PsychologyXavier University Ateneo de Cagayan · 2006 — 2010
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