Virtual Assistant

**Key Responsibilities**:
- **Running Reports**: Generate regular reports to track performance metrics and identify areas for improvement.
- **Filing Paperwork**: Organize and maintain electronic files, ensuring all documentation is up to date and easily accessible.
- **Account Management**: Oversee account activities, including onboarding new accounts, managing existing ones, and processing cancellations as needed.
- **Conducting Due Diligence**: Perform thorough due diligence on accounts to ensure compliance and assess reportable changes.
- **Meeting Coordination**: Schedule, reschedule, and confirm meetings with clients and team members, ensuring effective communication and follow-up.
- **Account Set-Up**: Assist with the initial setup of client accounts, ensuring all necessary information is collected and processed accurately.
- **Google Workspace Utilization**: Utilize Google Drive, Docs, and Sheets for document management, collaboration, and reporting.
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