EXPERIENCE AND WORK SAMPLES
Here’s an overview of some of the projects I’ve managed.
EXPERIENCE AND WORK SAMPLES
Here’s an overview of some of the projects I’ve managed.
Customer Service & Data Support (Alternative Bank):
I supported the CEO and clients of Alternative Bank by managing customer inquiries, emails, and client requests efficiently while maintaining accurate records. Using tools like Zendesk for customer support and Excel/Google Sheets for data entry and bookkeeping, I tracked transactions, updated client information, and ensured timely resolution of issues. My attention to detail, professionalism, and organizational skills helped improve client satisfaction and supported smooth banking operations.
Customer: Mr. Adewale, Account #12345
Issue: The customer noticed a discrepancy in his recent bank statement and was concerned about a potential double charge.
Action Taken:
Reviewed the customer’s transactions in Excel and cross-checked with internal records.
Identified that one transaction had posted twice due to a system error.
Contacted the customer promptly via email, explained the issue, and assured immediate correction.
Updated the records and coordinated with the finance team to reverse the duplicate charge.
Outcome:
The customer expressed appreciation for the quick response and clear communication:
"Thank you so much for resolving this so quickly! I really appreciate your professionalism and prompt support."
GOOGLE CALENDER:
I use Google Calendar to efficiently manage my clients’ schedules, coordinate meetings across time zones, set reminders, and ensure deadlines and appointments are always met.
Email Management: I help my clients stay organized and responsive by managing their Gmail and Outlook inboxes, filtering messages, responding to priority emails, organizing folders, scheduling follow-ups, and ensuring nothing important is missed.
Google Meet (Meeting Coordination)
Google Meet: I coordinate and manage virtual meetings using Google Meet by scheduling sessions, sending invitations, sharing links, managing reminders, and ensuring smooth communication during meetings.
Google Docs (Document Creation & Management)
Google Docs: I use Google Docs to create, edit, and organize documents for my clients—including reports, proposals, notes, and drafts—making collaboration and real-time updates fast and seamless.
PowerPoint / Google Slides (Presentation Design)
Presentations: I design professional and visually appealing presentations using Google Slides and PowerPoint. I organize content, insert visuals, format layouts, and ensure the final presentation communicates clearly and effectively.
Google Drive (File Organization & Storage)
Google Drive: I help clients stay organized by structuring their Google Drive folders, uploading files, sharing documents securely, and ensuring easy access to important materials.
Excel (Data Entry & Reporting)
Excel: I use Excel for accurate data entry, spreadsheet organization, basic calculations, payroll tracking, and simple reporting—helping clients keep their data clean, structured, and easy to understand.
HubSpot (CRM & Client Management)
HubSpot: I use HubSpot to manage client information, track communications, follow up with leads, and organize sales pipelines. This helps my clients maintain strong relationships, stay consistent with follow-ups, and keep all customer data organized in one place.
TRAVEL ARRANGEMENT:
I assisted my boss with end-to-end travel planning and management, including researching and booking flights, arranging hotel accommodations, coordinating ground transportation, and preparing itineraries. I also organized daily schedules, recommended dining options, and ensured all travel arrangements ran smoothly, taking into account preferences, budgets, and time zones.
PROJECT MANAGEMENT:
I help clients streamline operations and keep projects on track by organizing tasks, coordinating team workflows, and managing deadlines. Using Trello, I create task boards, assign responsibilities, set priorities, and track progress, ensuring that every project runs smoothly and efficiently.
Asana (Project & Workflow Management):
I use Asana to manage complex projects, set milestones, assign tasks to team members, and track deadlines. This ensures that projects move smoothly from start to finish, with clear accountability and timely completion.
Zapier (Automation & Efficiency):
I use Zapier to automate repetitive tasks, such as syncing data between apps, setting up notifications, and streamlining workflows. This allows my clients to save time, reduce errors, and focus on higher-priority tasks.