What's included

• Appointment Setting

  Call leads that were provided by the clients to generate appointments for financial advisors.

• Virtual Assistant

  I can do administrative task like internet research, generating and organizing leads, cold calling, and I have an excellent English language comprehension.

• Data Entry

  I can work with Google Docs and spreadsheets, Manage Dropbox, Google drive, Google calendar, set appointments with external/internal clients through emails.