I’m an Executive Virtual Assistant with experience supporting finance-focused businesses and executives. I specialize in administrative and financial operations including payroll processing, commission statements, tax preparation support, billing and payments, and client management.
In my current role with a financial solutions firm, I support daily operations by coordinating staff tasks, managing executive communications, and handling confidential financial documentation. I also assist with insurance-related administrative processes and CRM systems.
I am highly organized, detail-oriented, and reliable when handling sensitive information and business operations.
Areas I can support:
• Executive & Administrative Assistance
• Payroll Processing & Commission Statements
• Tax Preparation Support
• Client Management & Communication
• Billing, Payments & Financial Admin
• CRM & Workflow Management
• Social Media Graphics (Canva)
Tools:
GoHighLevel, AgentCRM, Notion, Calendly, Eventbrite, Loom, Google Workspace, Microsoft Office, Trello, Asana, Canva, CapCut.
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 1 - 2 years
Experience: 2 - 5 years
Experience: 1 - 2 years
Experience: 2 - 5 years
Experience: 2 - 5 years
Experience: 1 - 2 years
Experience: 2 - 5 years
Experience: 5 - 10 years
“I have found someone who is smart, has a great work ethic and is easy to work with.”
Sara Brumfield
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