I understand each client has a different need, and each situation will be unique. Therefore it is hard to list every service I am able to complete. I’ve listed some of the common tasks I complete as a Virtual Assistant. I am more than happy to discuss and assess your specific needs.
Office Support
- Appointment Calendar Maintenance
- Appointment Confirmation
- Bill Paying
- Claims Processing
- Faxing – Send/Receive
- Insurance Billing Follow Ups
- Internet Research
- Invoicing
- Scanning Documents for Electronic Filing
Word Processing
- Correspondence
- Forms (Client Intake/Personal History)
- Minutes
- Reports
- Transcription
Customer Service
- Client Birthday Greetings
- Email Management
- Follow-Up Calls
- Notes of Appreciation/Thank You Postcards
- Promotional Gifts
- Welcome Packets
- Database Creation and Management
- Business Card Spreadsheet/Maintenance
- Client/Customer Spreadsheet/Maintenance
- Expense Reports/Mileage Tracking
Desktop Publishing
- Announcements/Invitations
- Brochures/Business Cards
- Event Calendars/Fliers
- Gift Certificates
- Newsletters
Personal Assisting
- Appointment Scheduling
- Bill Paying/Checkbook Balancing
- Greeting Cards/Invitations/Thank-You Mailings
- Online Searches/Shopping
- Party Planning Assistance/Venue Searches
- Reminder Service
- Travel Arrangements



