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Moreen M. — Mid-Level Virtual Assistant from Kenya

Moreen M.

Mid-Level Virtual Assistant

Kenya 3-6 years
Open to offersNew to Platform
Languages
English
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About

I am Moreen, a Nairobi-based VA with 5+ years of experience supporting US and global clients with executive administration, financial operations, CRM management, and AI-powered workflow automation. I hold a Project Management Professional (PMP) certification from PMI and a certified AI practitioner qualification from Coursera — which means I bring both rigorous process discipline and the ability to automate the repetitive work that slows most teams down.

What I do:

✦ Executive inbox and calendar management across multiple time zones

✦ CRM management and client database maintenance (GoHighLevel, ClickUp, Trello)

✦ Invoice review, payment tracking, expense monitoring, and reconciliation

✦ Document preparation, report formatting, and data entry

✦ AI-augmented task automation using ChatGPT, Claude, Zapier, and Canva

✦ Cold outreach and client communications (I averaged 100+ calls/day in a sales-facing VA role)

My background at Equity Bank — managing 3,000+ client accounts, running daily reconciliations, and processing full loan lifecycles — means my financial accuracy is banker-grade, not just admin-level. That shows up in every deliverable I produce.

I operate on a schedule aligned to US Eastern and Central hours, from a dedicated quiet home office with reliable high-speed connectivity.

📩 Open to: Part-time, full-time, and project-based remote VA contracts

🌍 Based in Nairobi | Available to US, UK, Canadian, and Australian clients

Let's talk about how I can free up your time starting this week.

Experience

  • Virtual assistant

    Freelance · 2024 — 2026
    Executed high-volume outbound cold calling and prospecting to generate leads while converting prospects into clients through effective follow-up and presentation strategies. Maintained and updated client databases within CRM systems, logging all interactions and follow-ups for team accessibility and reporting. Handled client inquiries as the main point of contact, troubleshooting issues and ensuring high customer satisfaction via phone and email. Coordinated and arranged appointments for clients and sales teams, effectively managing time zones for virtual meetings. Monitored professional email correspondence, prioritizing urgent inquiries and drafting messages for executives to ensure no critical communication was overlooked. Conducted detailed data entry and maintained
  • Customer Relationship Officer

    Equity Bank Limited · 2022 — 2024
    Oversaw a client portfolio of over 3,000 individuals, being the first contact for inquiries and complaints while fostering customer retention through effective relationship management. Verified accuracy in account charges, payments, and reconciliations, promptly resolving discrepancies to uphold financial integrity and compliance. Gathered and evaluated customer feedback to discern operational trends, compiling detailed reports for management to guide service enhancements. Provided training and mentorship to new team members on customer service practices and operational compliance, thereby enhancing team productivity. Achieved monthly sales objectives by understanding client needs and successfully cross-selling relevant banking products.
  • Professional Freelancer

    Neevo AI · 2021 — 2022
    Conducted audio transcription and validation, ensuring accuracy between spoken recordings and written text for training speech recognition systems. Completed pronunciation assessments to confirm the correct articulation of words according to language standards. Executed precise image annotation, accurately outlining objects in images to support training for computer vision AI. Carried out text analysis, identifying key entities and evaluating sentiment in textual content. Engaged in Mean Opinion Score evaluations, providing ratings on audio quality to aid the refinement of voice synthesis technologies. Managed multiple simultaneous projects in a remote environment while consistently meeting deadlines with high accuracy. Ensured compliance with client specifications
  • Administrative Intern

    Kenya Institute of Special Education · 2021 — 2021
    Supported the organization of financial documents and contributed to report preparation, adhering to the guidelines set by the organization. Conducted market research and analysis to assist with various projects, developing foundational data analysis capabilities.

Skills & Expertise

Education

  • Bachelor of Commerce (BCom) – Banking and Finance
    Laikipia University · 2016 — 2022

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