Aspire Financial Team
(General Virtual Assistant)
Creative Content Design
Designed and created engaging content for the Aspire Financial Team, including:
▪ Meeting flyers, event announcements, and detailed agendas
▪ Rally event materials for WFG and Team Everest
▪ Presentations, Zoom backgrounds, and hierarchy maps
▪ Monthly member recognition slides and congratulatory flyers for team promotions
Client File Management
▪ Handled and organized client "boss files," ensuring everything from presentations to trackers and schedules were well-managed
▪ I used DocuSign to send Indexed UL allocation change request forms between our client and Nationwide Insurance, ensuring smooth document processing
Client Follow-Up & Communication
▪ Made follow-up calls to Nationwide Insurance’s support team to track the status of Aspire’s new client paperwork
▪ Sent text messages to confirm appointments and update clients on policy reviews, keeping communication flowing between my client and their clients
Efficient Team Communication
▪ I utilized Telegram as the main communication tool for the Aspire Financial Team, keeping everyone updated on any concerns and ensuring we were aligned for weekly meetings and team activities