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• Matthew has been working for 7 years in different companies in BPO industry. He handled different positions such as Speech Transcriptionist, Technical Support Representative, and Customer Service Representative. He started working as a Customer Service Representative back in 2016. He supported the following tasks:
  • Data entry 
  • Admin
  • Customer Service
  • Transcriptionist
  • Technical Support
  • Trouble shoot 
  • Ticketing
  • Email support
• He is proficient in systems such as CRM, ITC, and Microsoft tools.
• Matthew is available to start immediately and she is amenable to working the day shift for any part-time or fulltime position.

• Focused on goals and the people needed to get there, not details or plans; frequently delegates details.
• Risk-taking, daring, and focus on future goals; this individual is more concerned with where they’re going than either how they’ll get there, or where they’ve been. Adaptable, operates flexibly.
• Fluent, enthusiastic, and comparatively frequent in communication; a motivator who pays attention to others’ points of view.

• Zel has been working for almost 4 years in the Healthcare, Security Services, Property Management/Real-estate, software, and information technology business, and Business Process Outsourcing handling telecommunications accounts. She handled and performed roles such as Account Executive, Back-Office Specialist, Technical Support, Virtual Assistant - Cold Caller, Procurement Sourcing Specialist, and Social Media Manager. She handled US, UK, US, Spanish, and Jewish Clients. Also, she has been working as a Virtual Assistant for 3 years.
• She was exposed to the following tasks:
  • Phone Support - Inbound and Outbound
  • Email Handling
  • Client Management
  • Calendar management
  • Data entry
  • Retention
  • Billing and collections
  • Customer Service 
  • Technical Support
  • Sales and Marketing
  • Administrative tasks
• She is proficient in using CRMs, Salesforce, MS Office, Sprout, Ringcentral, Aircall, Telegram, DocuSign, Whatsapp, Zoho, Whatsapp, Trello, and MS Dynamics
• She loves cooking, singing, and traveling. 
• She can start ASAP, is amendable working any shifts, and open is to any full-time or part-time role. 

• Proactivity, assertiveness, and sense of urgency in driving to reach personal goals. Openly challenges the world.
• Independent in putting forth their own ideas, which are often innovative and, if implemented, cause change. Resourcefully works through or around anything blocking completion of what they want to accomplish; aggressive when challenged.
• Impatient for results, puts pressure on themself and others for rapid implementation, and is far less productive when doing routine work.

• Risk-taking, daring, and focus on future goals; this individual is more concerned with where they’re going than either how they’ll get there, or where they’ve been. Adaptable, operates flexibly.
• Makes decisions and takes action, even with little proof confirming their decision. Confident in their own ideas and unimpressed with tradition.

LUZEL is a distinctly independent and individualistic person, strong-minded and determined. Venturesome, will “stick their neck out”; and take responsibility for risks when they believe they are right. The challenge of new problems and new ventures is stimulating and will be responded to with action. They have a lot of confidence in themself, their own knowledge, ability and decisions.

LUZEL is an ingenious and innovative problem-solver and troubleshooter. They have an actively inquiring mind, a lively interest in the technical aspects of the work, and a need to know and learn more about the systems, techniques, facts, and concepts involved in it. They will drive hard to get things done their own way, and quickly. A self-starter that initiates, makes decisions, and assumes responsibility for those decisions. They have a strong competitive drive, are ambitious, and will drive hard to achieve goals. Their sense of urgency and impatience for results will put pressure on others as well as on themself.

• Kath has a bachelor's degree in Accountancy. She has been working for almost 7 years in the amusement and telecommunications industries where she handled and performed roles such as Accounting Assistant - Accounts Payable Section and Accounts Receivable Accountant.
• As part of her upskilling, she attended a Virtual assistant training for  Bookkeeping with QuickBooks Online Certification last April 2023.
• She has a background in the following accounting administrative tasks:
  • Accounts Payable and Accounts Receivable Management.
  • Phone Support - Call suppliers, contractors, clients, and customers.
  • Account Reconciliation
  • Invoicing
  • Billing and Collections
  • Processing payments 
  • Prepare cash disbursements
  • Auditing
  • Preparation of reports
• She is proficient in using QuickBooks online and desktop and MS Office.
• She is QuickBooks certified.
• She can start in after 3 weeks, amendable working any shifts, and open for any full-time or part-time role.

• Careful with rules; precise, "by the book", fast-paced, and literal in interpreting rules, schedules and results.
• Detail-oriented and thorough; works to ensure things don’t fall through the cracks, and follows up to ensure they’re done properly and on time.
• Formal, reserved, introspective, and skeptical of new people; requires “proof” to build trust in new people.
• Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

KATHERINE is a very conscientious person, particularly attentive to, careful of, and accurate with the details involved in the job. Identifies problems, and enjoys solving them, particularly within own area of expertise.

Reserved, serious, and always concerned with the exact correctness of the work. Self-discipline, sense of duty, and respect for authority and tradition are strong qualities in KATHERINE, who takes responsibilities very seriously.

With experience and/or training, KATHERINE will develop a high level of specialized expertise and efficiency. Disciplined and dedicated to the job and the company. Work pace is somewhat faster-than-average, and KATHERINE is motivated by a real concern for getting work done on time and correctly. Discipline and circumspect thinking will lend caution to decision-making; plans ahead, double checks, and follows up carefully on decisions and actions.

• Grace has a bachelors degree in Accountancy.
• She has been working for almost 9 years in the property management/real-estate industry where she handled roles such as:
  • Senior Trust Accountant
  • Property Accountant
  • Billing and Collection Officer
• She has an experience with the following tasks:
  • Tax Compliance
  • Billing and Collections
  • Invoicing
  • Accounts receivable and payable management
  • Prepare financial reports and statements
  • Account reconciliation
  • Client coordination
  • Budgeting
  • Journalizing
  • Payroll 
  • Trust accounting
  • Bookkeeping
  • Data entry
• She has an experience working for local and Australian client.
• She has a background in Australian accounting.
• She is familiar with GST, BAS and IAS.
• She is proficient using microsoft office, CRMs and PropertyPlus.
• She has a basic knowledge in Quickbooks, Xero and oracle.
• She can start after June 9, 2023, prefer morning shifts and open for any full-time or part-time role.

• Unhurried and deliberate, stable and will do things using the established process; finds it difficult to change these systems. Dependable, consistent and needs familiar environments and coworkers to be most productive.
• Cooperative, easy-going, and agreeable in getting along with others. A focused, uncritical listener who won’t “rock the boat.”
• Methodical, steady, and even-paced; loses productivity when interrupted.

• Private, serious, introspective, and reserved. Takes time to connect to and trust new people.
• Focused; can concentrate on the task at hand for long periods. Quickly notices and understands technical matters more than social ones. Consistent and patiently thoughtful.

Helpful, patient, and stable; works steadily and consistently. Respectful of established processes, standards, and policies, they will work within those standards to ensure repeated successes and high-quality results. Mary Grace has the patience and tolerance required for routine work and can be relied on to do such work consistently and in a relaxed manner. Prefers having, and following, a well thought-out process to ensure success. If they are responsible for establishing the process, they will do so in a thoughtful, methodical manner, paying close attention to details and time-honored successes. Once established, they’ll expect that the process be followed consistently.

Will focus on the details of the work and will handle them with somewhat better than average accuracy. In work involving repeated contact with people, Mary Grace will be pleasant, agreeable, and supportive. Derives satisfaction from helping others and likes to feel part of a secure team.

• Jen has been working for almost 3 years in the Business Process Outsourcing Industry handling travel accounts for Australian and New Zealand clients where she handled and performed the role of Travel Consultant. She then ventured into Freelancing and worked with a short-term client as an appointment setter.  She also has a bachelor's degree in communication.  
• She has been consistently recognized as a top agent in their cluster and because of that she was offered a QA position.
• She also gained certifications from the online trainings she attended for the following:
  • Online Training Course on Virtual Assistant
  • Social Media Management
  • WordPress Freelancing 
  • Facebook Ads 
  • Shopify Freelancing 
• She was exposed to the following tasks:
  • Customer Service
  • Phone Support - Inbound and Outbound Call
  • Email and chat support
  • Appointment Setting
  • Ticketing
  • Process cancellations, voluntary and involuntary changes
  • Flight, Car, and Hotel bookings
  • Process end-to-end refund
  • Administrative tasks
• She is proficient in using PowerDispatch, Google Local Service Ads, MS Office, Sabre GDS and Amadeus.
• She has a basic knowledge in Farelogix.
• She has a good communication skills.
• She considers herself as fast-learner, team-player and hardworking person.
• She can start ASAP, amendable working any shifts and open for any full-time or part-time role.

• Proactively connects quickly to others; open and sharing. Builds and leverages relationships to get work done.
• Comfortably fluent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.
• Collaborative; usually works with and through others. Intuitive understanding of team cohesion, dynamics, and interpersonal relations.

• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.
• Teaches and shares; often working collaboratively with others to help in any capacity.

Unassuming, unselfish and has a genuine interest in other people and a strong, intuitive understanding of them. Outgoing and friendly, they enjoy working with others and is lively, warm company.

A pleasant and extraverted person, Jenny Beth is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. Jenny Beth gets along easily with a wide variety of people.

Their drive is directed at working with and for others. They derive particular satisfaction from doing things for others, the company, management, the team, and for the company’s customers. Cooperative and willing, this individual can be a particularly effective teacher and communicator of the company’s policies, programs, and systems.

• Lian has been working for more than 10 years in the Business Proccess Outsourcing industry handling financial accounts where she supported the following tasks:
• Collections Coordinator
• Financial Service Representative II 
• Accounts Receivable II
• Loan Specialist
• Mortgage Collections
• Phone Support - inbound and Outbound
• Customer Service
• Administrative tasks

• She has a background in the following financial activities:
• Reconciling accounts
• Submit invoices to customers
• Credit and Collections
• Prepare Weekly and monthly AR aging reports, Monthly pending deduction reports, sales invoice reports, weekly and monthly collection reports
• She is proficient using SAP, MS Excel, Microsoft Dynamics 365, Slack, and CRM tools such as Fiserv and NoteSmith.
• She has a basic knowledge in QuickBooks.
• She has good communication skills.
• She is available to start immediately. Predictive Index Profile - Guardian
  
  Strongest Behaviors
  • Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
  • Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.
  • Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.
  • Patient, stable, and consistent; does things generally systematically and is not inclined to change these systems. Dependable, relatively consistent and works best in familiar environments, with familiar people.
  • Tolerant, easy-going, and uncritical in getting along with others. A focused listener.
  Behavioral Summary

  A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. Lian will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work.

  Given sufficient experience, they will produce work of high quality, giving close attention to the accuracy of details. Stable and dependable; consistent in their actions and, if necessary, has sufficient patience to do work of a repetitive nature. Believes in having, and following, well-defined processes and procedures.

• Chel has a bachelor’s degree in Operations Management.
• She has been working for 7 years in various industries - in a software company, real estate, consulting agency, retail, e-commerce, construction, solar company, and in an accounting firm.
• She started her remote job in November 2022 catering to US and AU clients.
• She has relevant experience in performing the following:
  • Auditing
  • Preparing financial reports and statements
  • Bookkeeping
  • Bank reconciliation
  • Collections
  • Managing end-to-end accounts receivable and payable
  • Purchasing and invoicing
  • Payroll
  • Phone support for clients and internal employees
  • Database entry/management
• She has experience with vendor management wherein she contacted the supplier for outstanding payments and invoices. 
• Her experience with Order Management & Shipping Management involved the creation of purchase orders, arranging shipment documents, and providing the necessary invoices. 
• She has also done Inventory management, wherein she does physical audits of office supplies and manufacturing products. 
• She is proficient in using different accounting software such as Oracle, QuickBooks Online, Xero, MYOB, Tiller Money, Expensify, Hubdoc, Carbon, and Suitefiles.
• She considers herself an adaptable and resourceful person.
• She can start immediately, amendable to work any shifts, and open for any full-time or part-time role.

• Socially-focused, naturally empathizes with people, easily seeing their point of view or understanding their emotions. Positive, non-threatening communication.
• Teaches and shares; often working collaboratively with others to help in any capacity.
• Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.

• Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.”
• Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken.

Unassuming, unselfish and has a genuine interest in other people and a strong, intuitive understanding of them. Outgoing and friendly, they enjoy working with others and is lively, warm company.

A pleasant and extraverted person, Richelda is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Their congenial personality and friendly, interested attitude make them readily approachable. Richelda gets along easily with a wide variety of people.

Their drive is directed at working with and for others. They derive particular satisfaction from doing things for others, the company, management, the team, and for the company’s customers. Cooperative and willing, this individual can be a particularly effective teacher and communicator of the company’s policies, programs, and systems.

• Yam has worked for almost 11 years in a variety of fields, including the travel industry, education, and business process outsourcing, where she handled and performed roles like back office and front office agent, coordinator, inbound sales representative, customer service representative, and specialist in hotel reservations. She has a degree is in marketing management.
• She was exposed to the following tasks: 
• Phone support
• Email and chat support
• Back office and Front office Administration
• Inbound Sales
• Flight and hotel booking, change and cancel reservations
• Upgrading flights
• End-to-end refund processing 
• Administrative tasks

• Kirby has a bachelor's degree in Financial Management.
• He has been working for almost 7 years in the Construction, Accounting and Finance, Retail and Business process Outsourcing industries where he supported the following tasks:
  • Purchasing Officer
  • Cash Clerk
  • Phone Support
  • Retail Store Supervisor
  • Accounts Payable Analyst
  • Basic Accounting and Bookkeeping
  • Invoice Processing
  • Inventory Management
  • Data entry
  • Administrative tasks
• He has a background creating the following accounting reports:
  • Statement of accounts
  • Cash disbursement
  • Bank reconciliation
  • Scheduling of expenses
  • Journal Entries
  • Handling vouchers
• He became a General VA for a rental business in US, he handled shopify account of the business. He also do research for suppliers. 
• He is proficient using MS outlook, excel, spreadsheet, MS office, Gmail, CRMs, adobe and Inventory Management tool.
• He has an experience working for a US client.
• He has a good communication skill.
• He considers himself as dedicated and passionate person.
• He can start asap, amendable working any shift, open for any full-time or part-time role.

Behavioral Summary
A very conscientious and disciplined person; particularly careful, thorough, and accurate in their work. This individual is exacting and strives to produce results that precisely meet the established goals. Works best where there are clear standards, expectations, reporting relationships and measurements for the work. John Kirby will depend upon professional training, their own experience, or management leadership, to provide those standards and the structure needed for their work. Patient, stable, and consistent; does things generally systematically and is not inclined to change these systems. Dependable, relatively consistent and works best in familiar environments, with familiar people. Predictive Index Profile - Guardian

Strongest Behaviors Driven to protect the company against risk by thoroughly leveraging their background and strictly following “the book.” Cautious; follows a well-established and proven plan to avoid making mistakes. Does the background research necessary to have proof to support decisions before action is taken. Detail-oriented and accommodating; most comfortable working as part of a well-defined team for which they produce high-quality output and decisions.

• Lai has more than 10 years of relevant experience.
• She worked for 8 years in the BPO providing customer service and shifted to remote work in 2018 as a virtual assistant for real estate clients for 4 years.
• She is adept in performing the following:
  • Customer support
  • Inbound Sales
  • Appointment setting
  • Email marketing and management
  • Social media management and marketing
  • Order fulfillment
  • Cold calling
  • Lead sourcing
  • Skip tracing
  • Other admin tasks like contract sending
• She used applications and tools such as Google Suite, Slack, Hubspot, HootSuite, Zillow, MailChimp, Asana, Trello, ZoomInfo, Trulia, and DocuSign.
• She can start ASAP.
• She can work anytime for any part-time or full-time position.

• Answering customer billing, order, and invoice inquiries
• Troubleshooting devices 
• Account Activation
• Customer retention
• Upselling
• Handling inbound and outbound calls
• Email and chat support
• Book appointments with Doctors
• Advise clients about insurance plans

• Microsoft Office Suite (Word and Excel)
• Cisco
• Atlas

• Teaches and shares; often working collaboratively with others to help in any capacity.
• Accommodating; most comfortable working with others, often puts team/company goals before personal goals. Promotes teamwork by actively sharing authority.
• Comfortably fluent and fast talk, in volume. Enthusiastically persuades and motivates others by considering their point of view and adjusting delivery.

Behavioral Summary

A pleasant and extraverted person, April is an effective communicator, able to stimulate and motivate others while being aware of and responsive to their needs and concerns. Her congenial personality and friendly, interested attitude make her readily approachable. April gets along easily with a wide variety of people.

Her drive is directed at working with and for others. She derives particular satisfaction from doing things for others, the company, management, the team, and for the company’s customers. Cooperative and willing, April can be a particularly effective teacher and communicator of the company’s policies, programs, and systems.

Works at a faster-than-average pace; is attentive to details and both quick and accurate in handling them. 

• She has been working for 8 years as a General Virtual Assistant for eCommerce, Real Estate, and IT companies mostly from Australia, United States, and Canada 
• She is a graduate of Computer Engineering 
• She has been responsible for numerous administrative tasks which includes 
  • Customer Correspondence 
  • Email and Phone Support 
  • Database Management 
  • eCommerce Management 
  • Invoicing 
  • Creating Quotation
  • Inventory Management 
  • Purchasing
  • Graphic Designing using Photoshop and Canva
  • Product Listing and Product Research 
  • Appointment Setting and Client Reservations 
  • Data Entry 
• When she worked as an eCommerce Virtual Assistant, she mainly source or manage products in the Fashion Wear
• She has also experience with HTML 
• She is a confident user of the following tools/platform  
  • Salesforce
  • HubSpot
  • Zendesk
  • Active Campaign
  • Slack 
  • QuickBooks 
  • Canva
  • Amazon 
  • eBay 
  • Shopify
  • Google Workspace 
  • Inkscape
  • MS Application (Excel, Document and Presentation) 

• Task-focused; often notices and is driven to fix technical problems, cutting through any personal/emotional issues. In areas of interest, has aptitude to spot trends in data or figure out how complex systems work.
• Relatively independent in thinking and action; often comfortable taking action without input from others. An analytical and private person.
• Attention to detail; follows through on tasks to ensure completion in general accordance with quality standards.

• This is a flexible individual who portrays a similar amount of each drive. At times, this person may express certain motivational needs, and at other times those needs may be different.
• Regine Marie is likely equipped with a diverse behavioral range that provides adaptation from one situation to the next. They may desire to take the lead on a project but are also comfortable accommodating the desires of others and allowing others to assume control – provided the task gets executed correctly.