Freelancer profile translated to English.

Description

I am a Virtual Assistant with experience in customer service, administrative support, schedule management, and client onboarding.

I have worked in the banking sector and with tools like Notion and Excel, providing organized, efficient, and customer-focused solutions.

I currently provide remote support to small businesses, professionals, and entrepreneurs who need to delegate administrative tasks, meeting coordination, client follow-up, emails, and data loading.

Native Spanish | Basic English (constantly learning)

100% remote work

Services:

General administrative support
Customer service (email, chat, forms)
Organization of files, schedules, and documents
Onboarding of new clients
Data loading in CRM, Excel, or other platforms
Task tracking and coordination

Industry field of expertise

Languages

Spanish
Native or bilingual
English
Conversational

Workplace preferences

Remote only

Primarily works remotely

UENO BANK
Commercial and administrative executive
BANKING AND INSURANCE
October 2019 - Today (6 years and 8 months)
Freelance in Financial Management and Customer Service

Administration and optimization of financial processes (specialized in investment products such as fixed term), guaranteeing regulatory compliance and operational efficiency.

Management of portfolios of more than 1,000 clients through tools such as Salesforce and Zendesk, improving user satisfaction and reducing response times by 15%.

Strategic commercial support: lead generation, contract closing and KPI analysis to increase investor acquisition.

Preparation of personalized reports for decision-making, identifying opportunities for improvement in remote teams
Strategic Planning Customer Service Administrative Management Customer Relationship Management (CRM) executive assistant
TARA S.A
Administrative and Logistics Coordinator
RETAIL (SMALL BUSINESS)
April 2018 - September 2019 (1 year and 6 months)
I optimized inventory control and delivery tracking, reducing response times.

I implemented traceability systems to guarantee efficiency in the supply chain.

✔ Financial administration and payments:

I managed payments to suppliers with 100% compliance in deadlines, ensuring an efficient cash flow.

I collaborated with the accounting team to maintain accurate and updated records.

✔ Strategic operational support:

Automation of administrative processes to speed up decisions.

Support in the coordination between logistics and financial teams, improving internal communication.

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Training in Banking Commercial Management
trabajo
2025
Formación en Gestión Comercial Bancaria: productos financieros, técnicas de ventas consultivas, CRM, fidelización de clientes y prevención de lavado de dinero. Enfocada en resultados y experiencia del cliente

Sales Executive

Ana Patricia G.

Virtual Assistant | Virtual Assistant

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