Doreen Joy P.

⭐ Operations and Administrative Virtual Assistant with real estate industry experience One thing I've learned from years of working with different businesses is that keeping things organized, catching errors early, and staying on top of follow-ups can make a huge difference in daily operations. That's where I come in! I'm a Top-Rated Virtual Assistant with experience in CRM management, data entry, quality assurance, and administrative and operations support. I help business owners keep their records accurate, manage daily tasks, and make sure important details don't get overlooked. Over the years, I've supported CPA firms, real estate teams, legal teams, and other businesses that needed someone reliable behind the scenes. 🛠️ Here's how I can help your business: 📂 CRM & Database Management - Updating and maintaining client records - Organizing contacts and cleaning up databases - Checking for missing or incorrect information 📊 Data Entry & Quality Assurance - Accurate data entry and record verification - Reviewing documents for errors and inconsistencies - Data cleanup, validation, and quality checks 🗂️Administrative Support - Email and document management - Spreadsheet tracking and reporting - File organization and record maintenance - Invoice preparation and basic financial admin support 📌Operations & Project Coordination - Monitoring tasks and project progress - Following up on missing documents and pending items - Updating task statuses and keeping workflows organized - Coordinating with clients and team members 🔎 Research & Data Management - Online research and lead generation - Gathering and verifying business information - Organizing research findings into spreadsheets and databases 💼 A Little About My Experience At Tax Goddess Business Services, I managed client and company information in CRM systems, supported client and employee onboarding, monitored project progress, and followed up on outstanding documents and tasks. I also have a background in Quality Assurance, where I reviewed work for accuracy, identified errors, and documented issues that needed correction. More recently, I worked as a Medical Record Specialist at Reclamation Center Florida, reviewing sensitive medical records, verifying patient and insurance information, and checking documentation for accuracy and completeness. These experiences taught me the importance of getting the details right, staying organized, and making sure tasks don't get left unfinished. 💻 Tools & Platforms I've Worked With ✅ CRM & Business Tools: Salesforce, Insightly, Filevine, HubSpot, Apollo, CollaborateMD, ICANotes ✅ Task Management: ClickUp, Todoist ✅ Accounting & Payment Tools: QuickBooks, Stripe ✅ Productivity: Google Workspace, Microsoft Excel, Word, Outlook ✅ Other Platforms: WordPress, Canva 🤝 What Can You Expect When Working With Me? I'm someone who likes keeping things organized and making sure work is done properly. If I notice missing information, an overdue task, or something that needs attention, I don't just ignore it. I check what needs to be done and follow through. I also believe in clear communication. I keep clients updated, ask questions when needed, and make sure expectations are clear. I'm comfortable working independently, but I also understand that every business has its own processes. I take the time to learn how things work and adjust to what the team needs. 📩 Need an Extra Pair of Hands? Whether you need help cleaning up your CRM, reviewing data, organizing documents, or keeping daily operations on track, I'd be happy to help. Send me a message and tell me what you need assistance with. Let's see how I can make your workload a little easier!