Eva Perez

Eva Perez EXECUTIVE ASSISTANT WORK EXPERIENCE ADMIN/OPERATION VA CONTACT INFO Phone - Email- PROFESSIONAL SKILLS Portfolio: https://evebenizaperez.wixsite. com/social-media-woman Insurance Operation Project Management Email Management Calendar Management Social Media Management Graphic Design Appointment Setting, Lead Generation Basic Invoicing (Xero) SOFTWARE EXPERIENCE Canva Google Workspace MS Office Wordpress Facebook/Instagram LinkedIn ServiceM8 Lana/HubSpot/GHL/Zoho Mailchimp Docusign, Telus Missive Email Management Tradie VA-Electrical | July 2023 · Queue new job request/Creating Job Order · Perform data entry for quotes and templates & Invoicing · Address Inbox & Scheduling, creating SOP’s · Receiving inquiries, emails and extracting information to start · Organize tasks in ServiceM8 for clear job tracking. · Review and respond to emails impacting schedules or communication. .Update the calendar and ServiceM8 with job changes or new appointments. .Maintain accurate client information across platforms . Contribute feedback and suggestions for continuous process enhancements. · Identify and assess customers' needs to provide accurate and appropriate solutions or recommendations. INSURANCE VIRTUAL ASSISTANT Pinnacle-BFG GROUP Canada May 2023- Feb 2024 · Maintain customer relationship management (CRM) system including but not limited to client information updates, investment trades, and any contact with clients · Compile and analyze financial information in financial planning software · Prepare documents for client RESP, TFSA, RRSP withdrawals and insurance account opening · Prepare materials for client meetings including but not limited to insurance quote comparisons and portfolio summaries · Monitor financial industry regulatory compliance · Prepare Policy and Asset Summary for client annual review · Generate Travel, Equitable, and FHSA insurance quotes MARKETING VA|LEAD GEN SPECIALIST DockBlocks | June 2021 - May 2023 · CRM Management (Go High Level, Zoho) · Collaborated on cross-functional teams to develop and execute targeted lead generation campaigns. · Conducted market research and competitor analysis to enhance lead generation strategies. · Handle outbound calls · Proficient in administrative tasks, outreach, research, data entry, and email marketing. · Assisted in creating engaging content for social media platforms to attract and nurture leads. QUALITY LEAD STAFF ADVANTEK PHILIPPINES October 8, 2004-August 15 , 2020 •Responsible for assessing services on products to ensure that quality standards are met. •Handling administrative task and proper documentation prior shipment of finished goods. •Handling Material Review Report and database monitoring of all products that are produced. •Responsible for documents review and revision if needed. EDUCATION DBPMCF-TABACO COLLEGE 4 Year Degree Course Bachelor of Science in Business Administration