Rose Anne M.

Detail-oriented Executive Virtual Assistant with 10+ years of experience supporting executives and teams across insurance, legal, and digital marketing industries. Skilled in managing operations, client communications, and financial administration with precision and confidentiality. Adept at streamlining workflows, coordinating projects, and leveraging digital tools to deliver efficient remote support. CORE SKILLS: • Administration & Operations: Workflow management, compliance documentation, digital record keeping • Finance & Accounting: Invoicing, billing, payment tracking (Xero, QuickBooks) • Client Support: Email communications, policy updates, customer coordination • Project & Team Management: Resource allocation, deadline management, team leadership • Marketing & Lead Generation: Social media management, email campaigns, prospecting (HubSpot, Mailchimp, LinkedIn Navigator) • Technical Tools: Salesforce, ClickUp, Connecteam, Canva, Google Workspace, Slack, Zoom