Virtual Assistant (Legal, Healthcare, & Real Estate)

I have over a year of experience in retrieving and managing medical and legal records. At Morgan & Morgan, I handled requesting, tracking, and organizing records, making sure they were accurate, secure, and delivered on time. I worked with healthcare providers and legal teams to get the right documents while following privacy rules like HIPAA. I’m experienced in handling large volumes of requests and keeping records well-organized.

"I have over three years of experience in records management, handling confidential legal, medical, and business documents. I have worked with case management systems, CRMs, and cloud storage platforms to organize, update, and secure records efficiently. My role involved ensuring accuracy, compliance with privacy regulations (such as HIPAA), and easy retrieval of information for attorneys and clients. I am detail-oriented and skilled at keeping records structured, accessible, and error-free.

I have experience using HubSpot CRM to manage leads, track sales pipelines, and organize client information. I’ve worked on updating contacts, setting follow-up tasks, and generating reports to help teams stay organized and improve conversions. I’m comfortable navigating the system and making sure data is accurate and easy to access.

I have over two years of experience in real estate marketing, helping agents and businesses manage lead generation, CRM organization, and property listings. I have worked on email campaigns, social media postings, and database management to keep leads engaged and improve conversions. I am familiar with real estate CRMs like HubSpot and have experience tracking property inquiries, following up with potential buyers, and ensuring listings are well-presented online.

I have experience in case management, including client intake, scheduling, document organization, and case tracking. I am skilled in using case management systems and CRMs to keep records accurate and up to date. I ensure that case details are well-organized, deadlines are met, and legal teams have the information they need to move cases forward efficiently.