CEO's Scheduler / Administrative Assistant at Wealth Centric Heart For the Community Consulting LLC

Organize and maintain the CEO's schedule, ensuring meetings, appointments, and deadlines are well organized and prioritized. Manage the CEO's incoming and outgoing communications, filter important emails, respond on behalf of the CEO, and escalate urgent matters. Schedule and coordinate internal and external meetings, including virtual meetings and conference calls, ensuring materials are prepared and available. Draft, proofreading, and manage important documents and reports. Ensure all files and documents are properly stored and easily accessible. Conduct research on topics such as market trends, competitors, and new business opportunities, preparing concise reports for the CEO. Handle sensitive and confidential information with discretion and professionalism, ensuring the CEO's privacy is maintained. Provide support for projects, including research, tracking deadlines, and managing tasks to ensure timely completion. Perform other administrative and personal tasks as requested by the

Virtual Assistant at Wealth Centric Heart For the Community Consulting LLC

Assist brokers in scheduling appointments, meetings, and client consultations. Coordinate virtual meetings and ensure all necessary documents are prepared. Handle incoming and outgoing client emails, phone calls, and inquiries. Provide prompt and professional responses to client questions and concerns. Organize and maintain digital files related to policies, claims, and customer records in the firm's CRM system. Ensure all documentation is up-to-date and accurate. Input client information, policy details, and claim information into the system accurately. Maintain an organized database for easy retrieval. Help in creating, updating, and reviewing insurance policies, endorsements, and renewals. Ensure all documents are processed and distributed in a timely manner. Follow up with clients for required documents and payments. Schedule appointments and make arrangements.

Private Tutor at Self-Employed / Private Tutoring

Provide one-on-one tutoring tailored to each student's needs. Develop, design, and implement personalized lesson plans and learning materials. Assess and identify students' learning goals and areas for improvement. Monitor and evaluate students' progress regularly. Offer strategic study techniques and academic guidance. Foster a supportive and motivating learning environment. Communicate regularly with parents/guardians regarding students' progress and development.