
Lalitha R
Virtual Assistant, Customer Support and Data Entry
Kompetenzen

Meine Dienstleistungen


Portfolio
Arbeitserfahrung
Relationship Executive / Virtual Assistant
Self Employed • Vollzeit
Feb 2021 - Present • 5 yrs 3 mos
I have over 5 years of experience working in a wealth management company, where I handled customer service, email communication, and administrative support. My responsibilities included managing client queries, responding to emails, maintaining accurate records, and assisting with financial documentation. I regularly interacted with clients to ensure smooth communication and timely resolution of their concerns. I also performed data entry tasks using Microsoft Excel and maintained organized reports for daily operations. I supported the team with back-end administrative work and ensured all tasks were completed efficiently. Through my experience, I have developed strong communication skills, attention to detail, and the ability to manage multiple tasks effectively. I am committed to delivering quality work and ensuring client satisfaction. I am now looking forward to utilizing my skills as a freelancer to support businesses with their daily operations and customer service needs.