
Case File Management
Document Preparation
Client Communication
Administrative Support
Data Entry & Record Keeping
Attention to Detail
Confidential Information Handling
Microsoft Office / Google Workspace
Email & Professional Correspondence
Problem Solving
Time Management
Multitasking
Customer/Client Relations
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Canva
Microsoft 365
Zoom
Experienced in handling sensitive clients issues and account information while following security and verification procedures
Skilled in maintaining accurate records, documenting interactions, organizing information, and managing multiple tasks
Able to communicate professionally with clients and internal teams while explaining information clearly and respectfully