Virtual Assistant – CGX Virtual Solutions public Remote experience
CGX Virtual Solutions
Feb 2024 - Oct 2024 (9 months)
As a Virtual Assistant at CGX Virtual Solutions, I provided comprehensive executive assistance to the founder and an insurance broker, managing calendars, meetings, and client communications effectively. I handled remarketing in insurance, ensuring timely follow-ups and maintaining accurate client records in the CRM. Additionally, I created, scheduled, and managed social media content for multiple accounts, including CGX Virtual Solutions, CGX Financial, Bator Insurance Group, and Ferretería La Campana. I automated tasks in the CRM system, which significantly improved efficiency in client onboarding and follow-up processes. My responsibilities also included performing data entry, expense tracking, and administrative support using Excel, Goo