A closer look at my roles and achievements across executive, virtual, and personal assistant positions.

General Virtual Assistant to CRE Agent

CA-based CRE Brokerage 🇨🇦*, 2023–2025*

• Conducted a market survey to identify properties that met specific criteria for a realtor’s prospects. Compiled findings into a detailed property table, which supported client outreach and helped increase revenue.
• Compiled monthly market reports using Excel pivot tables to summarize commercial property sales data. The reports supported client nurturing and relationship-building with hot and closed leads.
• Managed projects in Trello and maintained CRM data accuracy, contributing to significant improvement in client engagement.
• Supported limited-scope transaction coordination, including populating and verifying critical dates from agreements, organizing deal-related documents in shared drives, preparing commission sheets, completing deal file paperwork, and submitting files to the brokerage — ensuring 100% on-time completion of key deliverables.
• Initiated email marketing campaigns for each property listing, increasing prospect engagement and lead generation, and developed a marketing calendar to ensure all listings were scheduled consistently and on time.
• Created CRM automations that streamlined manual processes when listings advanced through the pipeline, eliminating the need to manually notify involved parties via email.
• Created automations in the marketing campaign software to automatically follow up with contacts who opened or clicked emails, improving overall engagement and campaign effectiveness.
• Assisted with brochure creation, including writing captions for images, designing floor plans, creating regional and local maps, identifying zoning and property characteristics, and incorporating aerial photographs.
• Audited all active listings of the agent across MLS and social media platforms, ensuring accuracy and error-free content.
• Served as the first point of contact for the agent when he was out of the office, communicating with agents both inside and outside the brokerage, and handling all incoming listing inquiries, freeing his time to focus on high-priority tasks or spend quality time with family.
• Maintained and updated checklists, templates, and SOPs to reflect current processes, and organized them in the appropriate shared drive folders.
• Assisted with uploading content materials to the Squarespace website, determined SEO keywords and content excerpts to improve visibility, and helped create a content database.

Executive & E-commerce Operations Assistant to Entrepreneur

UK-based Online Business Venture 🇬🇧*, 2022–2023*

• Conducted product and supplier research through 1688.com, helping identify reliable vendors and new product opportunities that supported business growth.